《半日總結》恆指升24點 能源股領漲 匯控績偏軟
英偉達(NVDA.US)季績勝預期盤後漲9%,美股納指期貨造高。港股早市反覆靠穩。恆指低開13點後窄幅爭持,曾升58點見18,561點,亦曾跌78點見16,424點,半日升24點或0.2%,報16,528點;國指升29點或0.5%,報5,672點;恆生科技指數跌9點或0.3%,報3,342點。大市半日成交總額486.14億元,滬、深港通南下交易半日淨流入23.88億及14.08億元人民幣。
匯控(00005.HK)去年業績遜預期,昨午股價跌逾3%,早市跌1.3%報59.45元。同系恆生(00011.HK)派息超預期,昨午股價升逾9%,今早再升1.7%報90.85元。攜程(09961.HK)全年純利升6.07倍,股價升5%報348元。
內地寒潮引發能源股炒作,油股中石化(00386.HK)升2.8%,中石油(00857.HK)及中海油(00883.HK)升3.5%及3.8%。煤炭股神華(01088.HK)及中煤(01898.HK)升3.7%及3.5%,兗能(01171.HK)升6.6%。電力股龍源(00916.HK)漲5.5%。
科技股方面,阿里(09988.HK)及美團(03690.HK)升1.4%及0.7%,騰訊(00700.HK)平收報288.8元,小米(01810.HK)、百度(09888.HK)及快手(01024.HK)跌0.5%至1.2%,京東(09618.HK)及網易(09999.HK)跌2.2%。商湯(00020.HK)遭軟銀減持逾1,700萬股,股價半日倒跌1.1%。此外,金蝶(00268.HK)跌5%,心動(02400.HK)升5.8%。
中國乘聯會指,2月1日至17日新能源車零售按年跌15%,電動車股理想(02015.HK)倒升2.3%,蔚來(09866.HK)及小鵬(09868.HK)跌2.5%及2.2%。比亞迪(01211.HK)跌0.4%報185.5元,汽車代理中升(00881.HK)升2.9%。
中國中藥(00570.HK)獲國藥集團每股4.6元提私有化,股價升22.7%報4.21元,國藥(01099.HK)升1.8%報22.1元。中信(00267.HK)部分董事及中高管斥資最少1億購買公司股份,股價跌0.5%報8.1元。消息指中央將擴大自由行刺激內地旅客訪港,莎莎(00178.HK)升8.4%,周大福(01929.HK)升1%。財險(02328.HK)1月原保費收入按年增2.7%,股價半日漲4.4%。
其他股份方面,港交所(00388.HK)平收報250元,友邦(01299.HK)跌0.7%報64.75元,電訊股中電信(00728.HK)及聯通(00762.HK)升2.1%及2%,電訊設備股中興(00763.HK)漲4.1%。
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