《全日總結》恆指升91點 能源及電力股漲 乘用車股受壓
美股昨日(19日)總統日休市,中國2月五年期LPR下調至3.95%降幅大過預期,港股反覆上升。恆指高開66點,早段曾升118點高見16,274點,其後曾倒跌100點一度低見16,055點,午後再度上升,全日升91點或0.6%,收16,247點;國指升34點或0.6%,收5,519點;恆生科技指數升11點或0.4%,收3,264點。大市全日成交總額769.6億元,滬、深港通南下交易淨流入40.34億及11.85億元人民幣。
能源及電力股跑出,中央氣象臺預報華東地區氣溫急降,電力股潤電(00836.HK)及龍源(00916.HK)升4.1%及5.7%。華電(01071.HK)升3.5%。燃氣股北控(00392.HK)及新奧能源(02688.HK)升4%及5%。油股中海油(00883.HK)升3.3%。
京東(09618.HK)確認正評估收購英國電器零售商Currys,股價跌0.2%。其他科技股普漲,騰訊(00700.HK)跌0.2%。阿里巴巴(09988.HK)、美團(03690.HK)、百度(09888.HK)、小米(01810.HK)及網易(09999.HK)升0.4%至0.9%,嗶哩嗶哩(09626.HK)及快手(01024.HK)升逾1%。此外,心動(02400.HK)及閱文(00772.HK)升16.9%及7.4%。
乘用車股逆跌,比亞迪(01211.HK)再打價格戰,秦PLUS最低價不到8萬人幣,股價跌2.3%。小鵬(09868.HK)及蔚來(09866.HK)跌3.7%及1.9%,長汽(02333.HK)跌2.6%。中汽協指1月重卡銷售按年倍增,按月增86%,重汽(03808.HK)升3.1%。氫能概念受捧,東嶽(00189.HK)及濰柴(02338.HK)升8.4%及5.4%。
對接內房融資協調機制,內銀批覆「白名單」項目貸款逾1,600億人幣,內房股龍湖(00960.HK)及越秀地產(00123.HK)升3%及2.7%,旭輝(00884.HK)升7.5%。金融股方面,港交所(00388.HK)遭美銀唱淡,股價跌0.6%。摩通料匯控(00005.HK)及渣打(02888.HK)上季收入增長穩定,兩股各升0.4%。友邦(01299.HK)跌0.7%。
藥明繫上漲,藥明康德(02359.HK)升7.9%,爲表現最佳藍籌股,同系藥明生物(02269.HK)及藥明合聯(02268.HK)升3.7%及17.4%。其他醫藥股方面,信達生物(01801.HK)及康龍化成(03759.HK)升3.6%及5%,威高(01066.HK)漲7%。
申洲國際(02313.HK)跌4.2%,爲表現最差藍籌股。
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