《全日總結》恆指升118點 科技股及「蔚小理」造好
納斯達克中國金龍指數隔晚(3日)升3.5%,港股今日上升。恆指高開250點,初段曾升436點一度高見19,857點,午後升幅曾收窄至40點見19,461點,全日升118點或0.6%,收19,539點;國指升80點或1.2%,收6,732點;恆生科技指數升90點或2.1%,收4,497點。大市全日成交總額1,144.13億元,滬、深港通南下交易淨流出9.26億及23.31億元人民幣。
科技股領漲,阿里(09988.HK)升2.1%報95.15元,美團(03690.HK)、京東(09618.HK)、網易(09999.HK)及快手(01024.HK)升2.5%至3.1%,嗶哩嗶哩(09626.HK)升6.6%。騰訊(00700.HK)升0.4%報343.4元,小米(01810.HK)及百度(09888.HK)升1.3%及1.5%。晶片股華虹半導體(01347.HK)A股下週在上交所科創板上市,全日股價升3.7%。心動(02400.HK)、金軟(03888.HK)、萬國數據(09698.HK)及閱文(00772.HK)升3.7%至4.8%。
電動車股蔚來(09866.HK)升5.9報122.6元,理想(02015.HK)及小鵬(09868.HK)升2.6%及2.1%。消費股方面,貓眼娛樂(01896.HK)料中期純利升最多1.8倍,股價彈高17.1%報10.16元。阿里影業(01060.HK)亦升4.3%。中國飛鶴(06186.HK)、中國中免(01880.HK)及潤啤(00291.HK)升3.8%至4.3%。
長和(00001.HK)半年純利跌41.3%,中期息按年減一成,全日股價跌4.6%報44.15元。長實集團(01113.HK)中期純利按年跌20%,但券商料將恢復股份回購,股價倒跌0.1%報43元。本地地產股新地(00016.HK)、新世界(00017.HK)及信置(00083.HK)跌逾2%,九倉置業(01997.HK)跌4.6%。
內險股中國太平(00966.HK)升6%,中國平安(02318.HK)及國壽(02628.HK)升1.7%及2.1%。國際銀行股匯控(00005.HK)及渣打(02888.HK)各升1.5%及2.8%。鄭州暫停執行改善性住房需求限售政策,地產代理貝殼(02423.HK)炒高8.4%。
沙地及俄羅斯分別宣佈延長自願減產及削減原油出口,油股中石化(00386.HK)升1.7%。電訊股聯通(00762.HK)及中移動(00941.HK)升2%及1.8%。
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