《全日總結》恆指升77點 鐵塔彈高13% 平安好醫生挫10%
美國上月通脹低於預期,投資者觀望美聯儲議息,港股上升。恆指高開179點,初段曾升263點一度高見19,859點,其後曾倒跌67點一度低見19,528點,全日升77點或0.4%,收19,673點;國指升42點或0.7%,收6,702點;恆生科技指數升14點或0.3%,收4,237點。大市全日成交總額1,363.64億元,滬、深港通南下交易分別淨流出22.01億及淨流入12.75億元人民幣。
科技股普遍上升,騰訊(00700.HK)升2.1%報325元,阿里巴巴(09988.HK)升1.3%報89.5元,小米(01810.HK)升0.4%報11.24元,京東(09618.HK)平收報228元,美團(03690.HK)升2.1%報182.8元,百度(09888.HK)及網易(09999.HK)各3.6%至2.3%。晶片股回吐,中芯(00981.HK)及華虹半導體(01347.HK)各跌3.6%及10.8%。軟件股金蝶(00268.HK)及手機部件股舜宇(02382.HK)各升3.5%及4.7%。
國產新冠口服藥阿茲夫定擬將開放網售,復星醫藥(02196.HK)高開12%後升幅顯著收窄,全日升1.5%。在線醫療股下滑,阿里健康(00241.HK)及京東健康(06618.HK)各跌7.1%及3.8%,平安好醫生(01833.HK)及醫脈通(02192.HK)各跌10.3%及15.5%。其他醫藥股方面,山東新華製藥(00719.HK)回吐12.6%。
中國鐵塔(00788.HK)與三大電訊商訂商務定價及服務協議,全日股價抽升13.4%報0.93元。其他5G概念股上揚,中通服(00552.HK)及長飛光纖光纜(06869.HK)各升6.1%及7.5%。
紙品股急漲,恆安(01044.HK)及維達(03331.HK)各升5.7%及16.8%,理文造紙(02314.HK)及玖紙(02689.HK)各升10.5%及8.5%。體育用品股李寧(02331.HK)升4%。
教育股思考樂(01769.HK)轉型直播帶貨,股價升4.4%。其他教育股急漲,光正(06068.HK)及成實外(01565.HK)各升60%及52.6%,希望教育(01765.HK)升4.5%,新東方在線(01797.HK)升4%。
其他藍籌方面,匯控(00005.HK)升0.7%報48.05元,港交所(00388.HK)升0.1%報343.6元,友邦(01299.HK)跌3.1%報84.1元。內房物管股碧服(06098.HK)跌6.1%,本地地產股恆地(00012.HK)跌3.3%,出口股創科(00669.HK)升4.6%。
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