港股長假後復市升破兩萬點關 疫後復常概念現炒作
阿思達克 12-28 11:03
內地宣布下月8日起取消入境後集中隔離，港股聖誕長周末完結後復市，恆指今早(28日)高開194點或1%，報19,787點後，初段升幅擴大，並上破兩萬點關，曾升505點或近2.6%，高見20,098；現升493點或2.5%，報20,086。成交461.54億元。
市場憧憬通關後本港零售及住宅樓價或復甦，本港地產及收租股上行，新地(00016.HK)三連升，升逾2%，報108.2元創逾一年高。新世界(00017.HK)、置富產業信託(00778.HK)、嘉里建設(00683.HK)及恆地(00012.HK)升2.5%至3.9%，希慎(00014.HK)及領展(00823.HK)升1.4%至1.9%，信置(00083.HK)、長實集團(01113.HK)微升0.3%至0.6%，早前已偷步炒上的九倉置業(01997.HK)則靠穩。
重磅科網支持大市走高，阿里-SW(09988.HK)、騰訊(00700.HK)、美團-W(03690.HK)、京東-SW(09618.HK)及百度-SW(09888.HK)升1.6%至2.4%，網易-S(09999.HK)微升0.4%。另非藍籌微博-SW(09898.HK)、萬國數據-SW(09698.HK)、金蝶國際(00268.HK)、快手-W(01024.HK)及嗶哩嗶哩-W(09626.HK)升2.8%至5.3%。惟貝殼-W(02423.HK)、明源雲(00909.HK)、知乎-W(02390.HK)逆市跌2%至6.5%。
受惠內地疫後復常，餐飲股續造好，海底撈(06862.HK)四連升，現升6.9%，報23.25元。九毛九(09922.HK)五連升，現升4.9%，報21.55元。呷哺呷哺(00520.HK)高見9.7元創一年半高，現升4.1%，報9.36元。另內地連鎖酒吧品牌海倫司(09869.HK)升3.9%，百勝中國(09987.HK)亦微升0.6%。
受壓抑出行需求釋放，推高酒店及旅遊相關股，攜程(09961.HK)升見289.6元創一年半高，現升3%，報285.6元。同程旅行(00780.HK)、大酒店(00045.HK)、香格里拉(00069.HK)、美麗華酒店(00071.HK)升1.1%至2.4%、華住酒店-S(01179.HK)微升0.1%。
航空相關股個別發展，國泰(00293.HK)、國航(00753.HK)各跌約1%至3%、中國中免(01880.HK)微跌0.1%；南航(01055.HK)微升0.1%、東航(00670.HK)及美蘭空港(00357.HK)升0.9%至1.9%。
內地疫情持續，三大線上醫療股走個別，阿里健康(00241.HK)及平安好醫生(01833.HK)微跌0.4%至0.7%，京東健康(06618.HK)則升1.7%。復星醫藥(02196.HK)跌1.6%，旗下復星健康宣布，線上平台開通赴港復必泰二價疫苗的接種意向登記，內地居民預約成功後，可在兩地正式恢復通關後，前往香港自費接種復必泰二價疫苗。
蔚來(09866.HK)下調第四季度汽車交付展望，股價挫10%。憂電動車需求下滑，部分電動車股大跌，理想-W(02015.HK)、小鵬-W(09868.HK)跌6.5%至7.5%；比亞迪(01211.HK)靠穩；零跑汽車(09863.HK)則升1.6%。
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