科指止跌回升1.1% 蔚來(09866.HK)及聯想(00992.HK)升逾4%-8% 惟阿里(09988.HK)屢尋底
市場對聯儲局本輪加息周期完結及明年上半年開始減息預期升溫,美國權重科技股昨晚普遍造好,尤其是蘋果(AAPL.US)升2.1%收193.42美元,市值重越3萬億美元關,帶動納指微升0.3%後,納指一百期貨繼續跑贏,報15,974,續升0.4%。然而,反映中概股表現的金龍中國指數昨晚續跌1.5%。
本港恆生科指繼昨天續挫2%後,今早扭六連跌,高開8點報3,691,曾倒跌低見3,668,掉頭高見3,742,現報3,724,回升1.1%。此外,恆指今早進一步跌至16,234,守昨天盤中所創逾一年低位16,228見支持,掉頭高見16,452,現報16,425,倒升97點或0.6%,總成交額408億元。
科指成份股個別發展,聯想集團(00992.HK)繼昨天受主席減持消息挫10%後,今早一舉重越50天、20天10天線(8.97-9.58元),最高見9.6元,現報9.59元,回升8.1%。里昂升聯想評級至「買入」目標價10.9元,而匯豐亦上調聯想目標價至11.4元。
理想汽車(02015.HK)、美團(03690.HK)、百度(09888.HK)、嗶哩嗶哩(09626.HK)、金蝶(00268.HK)、閱文(00772.HK)、網易(09999.HK)及蔚來(09866.HK)升逾2%-4%,後者升幅最大,股價重越10天及20天線,最高見59.05元,現報58.9元,續升4.3%,美銀證券指蔚來季績勝預期及毛利率較高。
小鵬(09868.HK)及舜宇(02382.HK)反覆升逾1%。然而,東方甄選(01797.HK)繼昨天股價急升至34元受制百天線後,今早股價反覆回吐1.7%,報31.55元。萬國數據(09698.HK)、阿里健康(00241.HK)及平安好醫生(01833.HK)也跌逾1%。阿里巴巴(09988.HK)低見69.4元屢創逾一年低,現報69.85元,續跌0.9%。
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