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《半日總結》恆指升645點 濠賭股炒上 阿里健康漲16%
道指上周五(2日)收市反覆靠穩升34點,港股早市造好,恆指開市即重上一萬九千點關,高開546點,其後曾升699點高見19,374點,半日收報19,320點,漲645點或3.5%;國指升236點或3.7%,報6,604點;恆生科技指數升254點或6.6%,報4,133點。大市半日成交總額1,204.13億元,滬、深港通南下交易半日淨流入3.95億及23.22億元人民幣。 傳廣州五大內銀等暫緩個人房貸,寬限期最長18個月,碧桂園(02007.HK)再獲內銀200億人幣意向性授信,股價升6.3%;同系碧服(06098.HK)漲12.7%。其他內房股龍湖(00960.HK)、旭輝(00884.HK)及富力(02777.HK)齊升逾8%。龍光(03380.HK)升7.6%。萬科(02202.HK)及新城(01030.HK)升逾4%。寶龍(01238.HK)漲19%。華潤置地(01109.HK)則跌1.8%。 電動車股揚升,小鵬(09868.HK)漲近24%。蔚來(09866.HK)升近13%。理想(02015.HK)升11%。吉利(00175.HK)升4.1%。比亞迪(01211.HK)11月汽車銷量按年增134.32%,股價升1.9%。 科技股方面,騰訊(00700.HK)升6.1%。阿里巴巴(09988.HK)升5.1%。小米(01810.HK)升8.7%,小米13發布會將於周四(8日)召開。嗶哩嗶哩(09626.HK)漲21.1%。京東09618.HK)及百度(09888.HK)升超過7%。快手(01024.HK)升4.1%。美團(03690.HK)升2.7%。網易(09999.HK)升近2%。 內地陸續放寬防疫措施,餐飲及消費股受捧,海底撈(06862.HK)、呷哺呷哺(00520.HK)、奈雪的茶(02150.HK)及海倫司(09869.HK)升12%至13.94%。九毛九(09922.HK)升9.7%。百勝中國(09987.HK)升2.7%。安踏(02020.HK)及李寧(02331.HK)各升5.1%及3%。 澳門博彩經營業務法擬月中審議,博企可為賭客設專戶存款,濠賭股金沙(01928.HK)升12.2%。銀娛(00027.HK)升6.2%。美高梅中國(02282.HK)漲17.4%。新濠國際(00200.HK)升15.7%。澳博(00880.HK)升8.1%。 三葉草生物-B(02197.HK)新冠疫苗已獲內地被納入緊急使用,股價升7.2%。其他線上醫療股阿里健康(00241.HK)抽高16.3%,為表現最佳藍籌股。平安好醫生(01833.HK)漲20.7%。京東健康(06618.HK)升11.8%。 其他藍籌方面,匯控(00005.HK)升1.4%。港交所(00388.HK)升3.8%。友邦(01299.HK)升4.6%。 此外,零跑汽車(09863.HK)獲納入港股通標的證券名單,股價升12.4%。海爾智家(06690.HK)、華潤萬象生活(01209.HK)及康師傅(00322.HK)今日起染藍,各升近4%、0.8%及1.6%。
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