《半日總結》恆指升346點 騰訊友邦彈逾5% 科技內需領漲
美股昨日(31日)回吐,道指跌128點或0.4%。港股早市反彈,恆指高開172點後升幅擴大,曾升606點一度高見15,293點,半日升346點或2.36%,報15,033點;國指升110點或2.24%,報5,049點;恆生科技指數升101點或3.55%,報2,953點。大市半日成交總額652.43億元,滬、深港通南下交易淨流入15.78億及21.61億元人民幣。
科技股反彈,騰訊(00700.HK)升5.2%報216.2元,阿里巴巴(09988.HK)升4.1%報63.95元,小米(01810.HK)升1.2%報8.92元,美團(03690.HK)升6.9%報133.4元,京東(09618.HK)升3.4%報150.1元,網易(09999.HK)、快手(01024.HK)及眾安在線(06060.HK)各升逾4%,嗶哩嗶哩(09626.HK)升3%。軟件股金蝶(00268.HK)、中軟(00354.HK)及金軟(03888.HK)各升逾5%,明源雲(00909.HK)升10%。手機部件股瑞聲(02018.HK)及舜宇(02382.HK)各升逾6%。
市場再憧憬內地放寬防疫,消費股回升,呷哺呷哺(00520.HK)、中國飛鶴(06186.HK)、頤海(01579.HK)、潤啤(00291.HK)及青啤(00168.HK)各升5.6%至6.6%,蒙牛(02319.HK)、海底撈(06862.HK)及李寧(02331.HK)各升4.1%至5%。旅遊平台攜程(09961.HK)升5.5%。澳門進行全民檢測,濠賭股銀娛(00027.HK)及金沙中國(01928.HK)各升逾3%,新濠國際(00200.HK)升5.1%。
醫藥股中生製藥(01177.HK)、復星醫藥(02196.HK)及藥明康德(02359.HK)各升5.2%至7.1%,石藥(01093.HK)、潤藥(03320.HK)、翰森(03692.HK)及百濟神州(06160.HK)各升4%至4.8%。
友邦(01299.HK)第三季新業務價值按固定匯率計升7%,股價升5.1%報62.5元。匯控(00005.HK)跌0.2%報40.15元,港交所(00388.HK)升2.4%。招行(03968.HK)及太保(02601.HK)各升逾3%。四大內銀逆市跌0.8%至1.3%。內房股旭輝(00884.HK)終止與境外債權人延遲還款討論,暫停支付本息,該股挫近26%報0.385元。龍湖(00960.HK)以近20億人幣投得蘇州第四批集中供地其中一塊地皮,該股早市反彈5%。
鋰電池材料商贛鋒(01772.HK)及資源股五礦資源(01208.HK)各升7.2%及4.5%。蒙古能源(00276.HK)獲聯交所信納已達成復牌指引,該股復牌跌近38%報0.85元。
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