《半日總結》恆指升355點 百度彈逾15% 李寧及長實受壓
阿思達克 03-17 12:32
美國11間銀行聯手拯救美國第一共和銀行，道指升371點或1.2%。券商測試百度「文心一言」後給予正面評價推升科技股，帶動港股早市上升。恆指高開235點，早段升幅曾收窄至99點見19,303點，其後升幅擴大至393點一度度高見19,597點，半日升355點或1.9%，報19,559點；國指升156點或2.4%，報6,638點；恆生科技指數升165點或4.4%，報3,977點。大市半日成交總額677.86億元，滬、深港通南下交易半日淨流入9.66億及14.59億元人民幣。
百度(09888.HK)早市急升15.7%報144.7元。其他軟件股及潛在人工智能概念股亦急漲。金軟(03888.HK)及金山雲(03896.HK)升10.1%及11.1%，商湯(00020.HK)、金蝶(00268.HK)及微盟(02013.HK)升8.7%至8.9%，中軟(00354.HK)及美圖(01357.HK)升5.6%及6.6%。視頻分享平台嗶哩嗶哩(09626.HK)亦升10.3%。此外，晶片股中芯(00981.HK)及華虹半導體(01347.HK)升5.2%及5.8%，聯想集團(00992.HK)升5%。
其他科技股方面，阿里巴巴(09988.HK)升1.9%報82元，騰訊(00700.HK)升2.6%報344.6元，美團(03690.HK)、小米(01810.HK)、網易(09999.HK)、快手(01024.HK)及微博(09898.HK)升3.3%至4.5%。中國儒意(00136.HK)、閱文(00772.HK)及騰訊音樂(01698.HK)升4.2%至6.5%。
消費股方面，新秀麗(01910.HK)績後續獲大行唱好，股價升6.9%。中國中免(01880.HK)、百勝中國(09987.HK)、阿里影業(01060.HK)及貓眼娛樂(01896.HK)升3.7%至4.3%。體育用品股李寧(02331.HK)去年純利升1.3%，股價下挫6.9%，高盛指李寧去年下半年毛利率收縮並低於預期。
貝殼(02423.HK)指房地產市場情緒在需求端也出現明顯好轉，股價彈升10.4%。內房股反彈，碧桂園(02007.HK)升9.1%，合景泰富(01813.HK)及旭輝(00884.HK)升7.5%及6.8%，新城發展(01030.HK)、綠城中國(03900.HK)、龍湖(00960.HK)及雅居樂(03383.HK)升4.7%至5.2%。物管股碧服(06098.HK)及雅生活(03319.HK)升逾6%。
其他藍籌方面，匯控(00005.HK)跌0.6%報53.5元，港交所(00388.HK)及友邦(01299.HK)各升2.4%。市場憧憬長和(00001.HK)歐洲電訊業務重組，股價升1.9%。券商關注長實集團(01113.HK)房地產活動佔經營收益不足75%，未來或會被剔出富時全球房地產指數，長實集團早市股價跌4.2%報46.75元。
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