《全日總結》恆指跌91點 物管股炒上 李寧跌逾3%
阿思達克 02-26 16:23
恆指美股標普500指數與道指上周五齊創收市新高，納指偏軟。恆指今早低開40點後，一度倒升51點高見16,777點，其後掉頭回落，曾跌135點低見16,590點，全日收報16,634點，跌91點或0.5%，連跌兩個交易日；國指全日跌41點或0.7%，收報5,723點；恆生科技指數跌6點或0.2%，收報3,393點。大市全日成交總額835.46億元，滬、深港通南下交易全日淨流入26.9億及8.45億元人民幣。
科技股方面，阿里(09988.HK)跌0.5%，公司主席蔡崇信指已重回中國頂級電商企業軌道，菜鳥仍正等待更好時機上市。騰訊(00700.HK)跌1.2%收報287.2元。百度(09888.HK)跌2.2%。網易(09999.HK)跌1.1%。京東(09618.HK)跌0.7%。快手(01024.HK)升0.3%。聯想集團(00992.HK)逆市漲4.1%，聯想在世界移動通信大會首次展示透明屏筆記本電腦及全景式AI陣容。
國家醫保局將新藥從上市到納入醫保目錄的等待時間從平均五年縮短至不到兩年，納入醫保藥品以五年內獲批新藥為主。生科股逆市造好，藥明生物(02269.HK)升2.9%，同系藥明康德(02359.HK)升2.4%。科笛(02487.HK)抽高27.1%。百奧賽圖(02315.HK)升9.8%。來凱醫藥(02105.HK)升5.2%。
車股個別發展，比亞迪(01211.HK)董事長建議回購A股金額增至4億人幣，股價升1.5%。吉利(00175.HK)升1.7%。理想(02015.HK)升0.6%。蔚來(09866.HK)跌4.6%。小鵬(09868.HK)跌1.3%。
內房物管股向好，碧桂園服務(06098.HK)升5.3%，為表現最佳藍籌股。華潤萬象生活(01209.HK)及融創服務(01516.HK)各升4.8%與4.6%。至於恆大物業(06666.HK)飆34.6%，同系恆大汽車(00708.HK)升近17%。
金融股方面，匯控(00005.HK)升0.8%。港交所(00388.HK)跌0.6%。友邦(01299.HK)跌1.5%，瑞銀降其目標價至90元，料公司去年新業務價值按實際匯率增長31.5%。渣打(02888.HK)升1.5%，大摩升其目標價至93.3元，料未來30日股價跑贏行業。
此外，市傳國航(00753.HK)考慮增持國泰(00293.HK)，兩股各跌0.7%及升3.1%。李寧(02331.HK)跌3.8%，為表現最差藍籌股，安踏(02020.HK)亦跌2.1%。中電(00002.HK)升0.5%，公司去年純利66.55億元按年升6.2倍，第四期中期股息1.21元。
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