《半日總結》恆指升87點 內房股彈 碧桂園及富力漲逾9%
美股道指升30點,港股早市隨外圍回穩,恆指低開13點後掉頭上升,曾升165點一度高見19,013點,半日升87點或0.46%,報18,934點;國指升40點或0.63%,報6,511點;恆生科技指數升7點或0.2%,報3,961點。大市半日成交總額451.11億元,滬、深港通南下交易半日分別淨流入11.69億及12.54億元。
市傳廣州新樓限價放鬆,內房股顯着造好,碧桂園(02007.HK)及富力(02777.HK)各升9.1%及9.9%,龍湖(00960.HK)升6.7%,旭輝(00884.HK)、潤地(01109.HK)、合景泰富(01813.HK)及雅居樂(03383.HK)各升逾5%,中海外(00688.HK)及金茂(00817.HK)各升4.5%及4.8%。物管股佳兆業美好(02168.HK)及碧服(06098.HK)各升6.5%及6.1%。內地置業平臺貝殼找房(02423.HK)升5%,地產軟件股明源雲(00909.HK)升3.2%。
電力股下滑,華能國電(00902.HK)及中國電力(02380.HK)各跌6%及6.2%,華電國際(01071.HK)、潤電(00836.HK)及大唐發電(00991.HK)各跌4.9%至5.4%。新能源股亦受壓,龍源(00916.HK)及協鑫科技(03800.HK)各跌3.9%及4%,福萊特玻璃(06865.HK)及新特能源(01799.HK)各跌7.2%及5.6%。資源股方面,五礦資源(01208.HK)跌6%,俄鋁(00486.HK)及中鋁(02600.HK)各跌逾3%。
馬來西亞雲頂集團加入角逐澳門賭牌,金沙中國(01928.HK)及美高梅中國(02282.HK)各跌1.7%及1.4%,永利澳門(01128.HK)跌5.6%報4.86元。
美國公佈執行支持生物科技產業行政指令細節,未提及禁止中美企業之間開展業務,藥明生物(02269.HK)及同系藥明康德(02359.HK)各反彈6.7%及5.5%,泰格醫藥(03347.HK)反彈5.6%,康龍化成(03759.HK)反彈2.6%。復星醫藥(02196.HK)遭股東復星高科技減持306萬股A股,復星醫藥H股升0.5%。
科技股方面,騰訊音樂(01698.HK)擬下週三以介紹方式上市,騰訊(00700.HK)升0.1%報300元。阿裏巴巴(09988.HK)升1%報87.95元,小米(01810.HK)跌0.4%報10.4元。
金融股方面,匯控(00005.HK)跌0.3%報47.35元,港交所(00388.HK)及友邦(01299.HK)各升0.6%及0.1%。餐飲股呷哺呷哺(00520.HK)及百勝中國(09987.HK)各升6.7%及3.9%,汽車股吉利(00175.HK)、長汽(02333.HK)及理想(02015.HK)各跌2.5%至2.7%。
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