《全日總結》恆指升134點 匯控友邦領漲 零售及車股揚
人行下調金融機構存款準備金率25點子,內地上月規模以上工業生產及社會消費品零售總額按年增長勝預期,以及市場憧憬美加息周期結束,港股造好。恆指高開106點後升幅擴大,曾升324點見18,372點,全日升134點或0.7%,收18,182點;國指升34點或0.5%,收6,309點;恆生科技指數升18點或0.5%,收4,077點。大市全日成交總額1,180.79億元,滬、深港通南下交易淨流入11.52億及18.14億元人民幣。
金融股造好。匯控(00005.HK)升1.8%報60.85元,恆生(00011.HK)升1.6%。渣打(02888.HK)升1.9%報71.8元。友邦(01299.HK)升1.5%。內銀股農行(01288.HK)及中行(03988.HK)升逾1%,建行(00939.HK)升0.7%。
科技股方面,美團(03690.HK)閃購業務過去四季度規模達1,750億人民幣,股價升1.1%。阿里(09988.HK)升0.4%報86.25元,騰訊(00700.HK)升0.8%報317.2元,京東(09618.HK)及快手(01024.HK)升0.5%及0.4%,小米(01810.HK)及百度(09888.HK)跌0.2%及0.6%,網易(09999.HK)升1.4%,手機部件股高偉電子(01415.HK)及舜宇(02382.HK)升逾3%。
內地8月零售銷售總額按年升幅加快,內需及消費股上揚。電影股阿里影業(01060.HK)及貓眼娛樂(01896.HK)炒高7.8%及6.7%,百勝中國(09987.HK)升4.1%。車股比亞迪(01211.HK)升1.1%,蔚來(09866.HK)及零跑(09863.HK)升5.4%及4.6%。
醫藥股藥明生物(02269.HK)及康龍化成(03759.HK)升4.8%及4.2%,康希諾(06185.HK)升4%,石藥(01093.HK)升2.6%。
內房股遠洋(03377.HK)將暫停支付所有境外債,股價跌12.1%報0.58元。建材股海螺水泥(00914.HK)、華潤水泥(01313.HK)及中建材(03323.HK)升2.7%至3.2%。
中通快遞(02057.HK)及馬可數字科技(01942.HK)均於收市競價時段錄得大額成交。中通快遞在該時段錄得1,680萬股成交,每股作價203.4元,共涉逾37.8億元,該股收升6%,成全日最成交額榜第四位。馬可數字科技在該時段錄得1,460萬股成交,每股作價78.75元,共涉約11.5億元,該股收升2.4%。
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