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《半日總結》恆指升46點 地產股反彈 藥明生物逆跌
市場觀望美國今晚(14日)公布通脹數據,港匯再觸及弱方保證,金管局於紐約時段承接42.23億港元沽盤。港股早市窄幅爭持,恆指高開71點,早段曾倒跌89點見21,074點,中午收市前再度上升,半日升46點或0.22%,報21,211點;國指升11點或0.16%,報7,156點;恆生科技科數跌10點或0.23%,報4,364點。大市半日成交緦額484.41億元,滬、深港通南下交易半日分別淨流入5.57億及3.28億元人民幣。 本地地產股反彈,九倉置業(01997.HK)升2.6%報43.95元,恆地(00012.HK)、新地(00016.HK)及新世界(00017.HK)各升2%至2.9%。港鐵(00066.HK)小蠔灣項目第一期流標,股價隨大市升0.1%報41.5元。 科技股方面,阿里巴巴(09988.HK)跌0.3%報103.7元,騰訊(00700.HK)跌0.9%報383.2元,美團(03690.HK)升0.4%報148.8元,小米(01810.HK)跌0.3%報13.1元,京東(09618.HK)跌1.6%%報204元,快手(01024.HK)升0.2%報63.4元。百度(09888.HK)將於3月正式推出文心一言,股價升0.7%。新東方在線(01797.HK)股價反彈4.1%。 生物醫藥股偏軟,藥明生物(02269.HK)料去年多賺三成,遭野村發報告下調收入預測,股價跌4.1%。金斯瑞(01548.HK)跌4.8%,中生製藥(01177.HK)亦跌逾2%。惠譽料今年中國電力需求錄中單位數增長,電力股華能國電(00902.HK)及大唐發電(00991.HK)各升3.6%及5.6%,龍源(00916.HK)上月發電量增三成,半日股價升5.9%。 汽車股長汽(02333.HK)今年首度回購3,000萬股H股涉資近3.2億元,半日股價升4.4%。餐飲股頤海(01579.HK)及百勝中國(09987.HK)各回吐6%及2.8%。金屬資源股方面,紫金(02899.HK)、江銅(00358.HK)及洛鉬(03993.HK)各升3%至3.3%,內房物管股華潤萬象(01209.HK)及碧服(06098.HK)各升4.6%及2.5%。 金融股方面,匯控(00005.HK)升0.4%報58元,港交所(00388.HK)及友邦(01299.HK)各升0.7%及0.9%,中銀香港(02388.HK)升2.5%。 香港航天科技(01725.HK)現炒作,半日升14.9%報12.62元,成交逾5.4億元。
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