《半日總結》恆指升637點 成交1,097億 阿裏抽高11%
中美元首會晤氣氛正面,券商報告指天貓「雙十一」交易規模仍按年持平,科技股抽升帶動港股造好。恆指高開46點,早段曾跌67點見17,552點後顯着上升,半日升637點或3.62%,報18,257點;國指升255點或4.27%,報6,234點;恆生科技指數升242點或6.81%,報3,796點。大市半日成交總額1,097.26億元,滬、深港通南下交易半日淨流入19.92億及14.74億元人民幣。
阿裏巴巴(09988.HK)股價抽升11%報78.9元,其他涉消費領域科網股顯着上升,美團(03690.HK)及京東(09618.HK)各升7.8%及6.8%,嗶哩嗶哩(09626.HK)及快手(01024.HK)各升19.8%及12.7%。
其他科網股亦造好,騰訊(00700.HK)升9.6%報285.6元,小米(01810.HK)升4.4%報10.84元,百度(09888.HK)及網易(09999.HK)各升8.5%及6.1%。此外,萬國數據(09698.HK)升12.8%,IGG(00799.HK)炒高16.6%。遭阿裏巴巴及關連公司減持的商湯(00020.HK)今早低開3.4%後亦跟升,半日倒升4.6%。手機部件股瑞聲(02018.HK)及舜宇(02382.HK)各升5.8%及7.2%,晶片股中芯(00981.HK)及華虹半導體(01347.HK)各升6.2%及5%。
市場續憧憬新冠疫後重啓,消費股上揚,九毛九(09922.HK)升10.3%,阿裏影業(01060.HK)、海底撈(06862.HK)、呷哺呷哺(00520.HK)及泡泡瑪特(09992.HK)各升8%至9.5%,新秀麗(01910.HK)、頤海(01579.HK)及特步(01368.HK)各升逾5%。汽車股吉利(00175.HK)、長汽(02333.HK)及理想(02015.HK)各升6.4%至7.4%,小鵬(09868.HK)升16.9%。
市場注視澳門賭牌經營權審批進展,濠賭股澳博(00880.HK)及永利澳門(01128.HK)各升10.4%及9.8%,新濠國際(00200.HK)、金沙中國(01928.HK)及美高梅中國(02282.HK)各升5.7%至7.6%。
內房股昨日(14日)顯着抽升後個別發展,碧桂園(02007.HK)回吐8.3%,遠洋(03377.HK)及雅居樂(03383.HK)各升9.5%及10.9%。物管股碧服(06098.HK)及雅生活(03319.HK)各升9.1%及10.8%。內房軟件股明源雲(00909.HK)及內房平臺貝殼找房(02423.HK)各升10.1%及8.2%。
金融股方面,匯控(00005.HK)升1.8%報44.45元,港交所(00388.HK)升4.5%報305元,友邦(01299.HK)升0.3%報75.9元,中銀香港(02388.HK)升3.7%。內銀股招行(03968.HK)及內險股中國平安(02318.HK)各升3.5%及4.3%,券商股廣發(01776.HK)及光證(06178.HK)各升6%及8.9%。
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