《半日總結》恆指升51點 匯控友邦撐市 京東跌3%
美債孳息及美元回落,納指在晶片股Nvidia(NVDA.US)急升下漲逾2%。港股早市跟隨上升。恆指高開31點後升幅擴大,曾升190點一度高見16,414點,半日升51點或0.3%,報16,275點;國指升2點或0.04%,報5,483點;恆生科技指數跌8點或0.2%,報3,476點。大市半日成交總額407.37億元,滬、深港通南下交易半日淨流入9.32億及2.05億元人民幣。
達達集團(DADA.US)發現廣告收入數據存疑,母公司京東(09618.HK)半日跌3%報98.2元。個別股份受惠人工智能炒作,百度(09888.HK)升1%。將推出10款人工智能電腦的聯想集團(00992.HK)升5.3%。其他科技股方面,阿里(09988.HK)跌0.9%報69.7元,美團(03690.HK)跌3.2%報71.55元,騰訊(00700.HK)、小米(01810.HK)及嗶哩嗶哩(09626.HK)跌0.4%,快手(01024.HK)跌1.2%,美圖(01357.HK)漲5%。
浙江義烏開始首季汽車消費補貼活動,車股比亞迪(01211.HK)及零跑(09863.HK)升2.4%及3.4%,汽車代理中升(00881.HK)升4.8%。消費股上升,中免(01880.HK)及歐舒丹(00973.HK)升逾5%,維他奶(00345.HK)、蒙牛(02319.HK)、安踏(02020.HK)、九毛九(09922.HK)及攜程(09961.HK)漲逾2%。據報新秀麗(01910.HK)擬年中第二上市,該股跌1%報23.65元。
歐洲航線集運指數各月份合約集體跌停版,航運股東方海外(00316.HK)股價挫8%,海豐(01308.HK)及太平洋航運(02343.HK)跌5.1%及4%,中遠海控(01919.HK)跌3.5%。內房股綠城中國(03900.HK)及旭輝(00884.HK)跌4.1%及3.8%,融創中國(01918.HK)跌2.2%。醫藥股反彈,中國中藥(00570.HK)及綠葉製藥(02186.HK)漲逾6%,中生製藥(01177.HK)及威高(01066.HK)升逾3%。
金融股方面,匯控(00005.HK)升1.6%報63.65元,友邦(01299.HK)升1.2%,兩股合共貢獻恆指37點。港交所(00388.HK)跌0.4%。其他股份方面,恆隆地產(00101.HK)、粵海投資(00270.HK)及周大福(01929.HK)升2.8%至3.4%。新奧能源(02688.HK)升5%,該股早前獲大和上調投資評級至「跑贏大市」。
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