《半日總結》恆指升160點 體育用品股飆 李寧彈7%
市場憧憬內地或推支持經濟措施,人行下調一年期MLF利率10個點子,港股早市受刺激造好。恆指高開218點,早段曾升273點見19,681點,半日升160點或0.8%,報19,569點;國指升88點或1.4%,報6,665點;恆生科技指數升73點或1.8%,報4,126點。大市半日成交總額525.36億元,滬、深港通南下交易半日淨流入6.04億及淨流出2.22億元人民幣。
內地首五個月網上零售額按年增長13.8%,涉足電商科網股造好,阿里(09988.HK)升2.6%報87.35元,美團(03690.HK)升3.7%報132元,京東(09618.HK)升2.9%報151.8元,快手(01024.HK)升2.7%。消費股方面,海底撈(06862.HK)及中國中免(01880.HK)升3.4%及4.5%,莎莎(00175.HK)升4.1%。電動車股比亞迪(01211.HK)、理想(02015.HK)及小鵬(09868.HK)升3%至3.8%。
瑞信報告指Nike於上月內地線上銷售按年升69%,中國品牌體育用品股目前風險與回報比率良好。作為NIKE的主要代工廠商申洲(02313.HK)半日股價升9%,體育用品分銷商滔博(06110.HK)升5.9%。體育用品股安踏(02020.HK)及李寧(02331.HK)升5.8%及7.1%,特步(01368.HK)升3.9%。
其他科網股方面,騰訊(00700.HK)升1.3%報350元,百度(09888.HK)及嗶哩嗶哩(09626.HK)各升2.4%及3.9%。閱文(00772.HK)升4%。電訊設備股中興通訊(00763.HK)升5.6%。
內媒評論文章指二手房市場仍需在政策上加碼,內房股上漲。碧桂園(02007.HK)及遠洋(03377.HK)升4%及4.2%,龍湖(00960.HK)、新城(01030.HK)、合景泰富(01813.HK)、富力(02777.HK)及雅居樂(03383.HK)升2.9%至3.7%。融創(01918.HK)涉及2,200萬元票據清盤呈請已撤銷,股價升7%。
金融股方面,匯控(00005.HK)平收報60.05元,友邦(01299.HK)跌1.3%報81.1元,內險股太保(02601.HK)跌2.1%。
其他股份方面,東岳(00189.HK)料中期淨溢利按年大跌,半日股價挫18.1%。互太紡織(01382.HK)料全年度少賺53%,半日股價跌10.7%。醫藥股百濟神州(06160.HK)跌8%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.