《半日總結》恆指升268點 醫藥股急彈 康希諾飆五成
阿思達克 11-02 12:19
康希諾-B(06185.HK)吸入用新冠疫苗於江蘇13個城市開展部署，市場繼續憧憬內地放寬新冠防疫，港股今日(2日)早市在醫藥股及疫情敏感股帶動下造好。恆指低開65點，初段曾跌178點見15,276點，其後掉頭上升，曾升356點，高見15,812點，半日升268點或1.7%，報15,724點；國指升101點或1.9%，報5,310點；恆生科技指數升51點或1.7%，報3,127點。大市半日成交總額761.84億元，滬、深港通南下交易半日淨流入33.63億及35.2億元人民幣。
醫藥股受捧，康希諾急彈51.1%報130.4元，研發新冠特效藥的君實生物(01877.HK)升15.8%，代理復必泰的復星醫藥(02196.HK)升10.4%。此外，石藥(01093.HK)升12.1%。中生製藥(01177.HK)、綠葉製藥(02186.HK)及白雲山(00874.HK)各升約5%。
疫情敏感的電影、餐飲及啤酒股受防疫放寬憧憬帶動。阿里影業(01060.HK)炒升17.5%，九毛九(09922.HK)、呷哺呷哺(00520.HK)及頤海(01579.HK)各升8.4%至9.8%，貓眼娛樂(01896.HK)、青啤(00168.HK)及潤啤(00291.HK)各升5.7%至6.9%。旅遊平台攜程-S(09961.HK)及同程(00780.HK)各升5.2%至5.8%。百勝中國(09987.HK)第三季純利升98%，大摩指季績強勁遠勝預期，股價升15.3%。海底撈(06862.HK)直播新品發布會銷售額破2,000萬人幣，股價升5.8%。電視機生產商TCL電子(01070.HK)與騰訊附屬訂立互聯網電視合作框架協議，股價升8.5%。
全國啟用智能簽註設備受理內地居民赴澳旅遊簽註申請，濠賭股美高梅中國(02282.HK)及澳博(00880.HK)各升9.4%及8.7%，金沙中國(01928.HK)及永利澳門(01128.HK)各升6.7%及7.4%，銀娛(00027.HK)升4.6%。
內地交易商協會與民營房企會談，增信支持發債融資，內房股急升，旭輝(00884.HK)、龍湖(00960.HK)及碧桂園(02007.HK)各升10.3%至13.3%，合景泰富(01813.HK)升6.3%。物管股碧服(06098.HK)亦升7.9%。
多間電動車企公布月度交付數據，小鵬-W(09868.HK)10月交付5,101輛智能電動車，連續四個月未過萬，蔚來-SW(09866.HK)10月交付逾萬輛汽車按年增超過1.7倍，股價各跌3.5%及1.1%，理想-W(02015.HK)10月交付逾萬輛新車按年升31%，股價升9.8%。其他汽車股方面，吉利(00175.HK)及東風(00489.HK)各升3.9%及4.3%。
科技股方面，騰訊(00700.HK)大股東Naspers否認洽售騰訊持股，中信亦否認洽購騰訊股份，騰訊升0.7%報229元，阿里-SW(09988.HK)升0.6%報66.5元，美團-W(03690.HK)升3.3%報144.2元。金融股方面，市場觀望英倫銀行本周議息，匯控(00005.HK)升0.4%報41.2元，友邦(01299.HK)及港交所(00388.HK)各升1.7%及2.5%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
More Content
Contact Us
Customer Service Hotline︰+852 3018 4526
Email︰cs@usmarthk.com
Address︰26/F, 2606, 308 Des Voeux Road Central, Sheung Wan, Hong Kong
WhatsApp︰+852 5989 2641
