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《半日總結》恆指升24點 百度挫逾7% 信義光能飆22%
市場觀望美公布最新PCE通脹數據,道指隔晚跌23點或0.1%及納指跌0.6%。港股早市先跌後回升,恆指低開107點後掉頭向上,曾升158點一度高見16,695點,其後反覆上落,半日升24點或0.15%,報16,561點;國指升1點或0.02%,報5,689點;恆生科技指數跌0.3點或0.01%,報3,426點。大市半日成交總額472.4億元,滬、深港通南下交易半日淨流入13.91億及2.8億元人民幣。 百度(09888.HK)去年第四季非公認準則淨利潤按年升逾44%勝預期,但管理層指宏觀經濟不確定性,該行亦遭多間大行下調目標價。百度半日跌7.1%報99.05元。內地電商平台阿里(09988.HK)及京東(09618.HK)跌2.1%及2.2%。其他科技股方面,騰訊(00700.HK)及快手(01024.HK)跌0.2%及0.1%,美團(03690.HK)、小米(01810.HK)及網易(09999.HK)升0.4%及0.9%。東方甄選(01797.HK)、金蝶(00268.HK)、中軟(00354.HK)及金軟(03888.HK)升3.3%至4.4%,電訊設備股中興(00763.HK)漲5.3%。 美國法院裁定中企未盜取美光(MU.US)專利。晶片股中芯(00981.HK)及華虹半導體(01347.HK)升6.6%及4.5%,晶片設備股ASMPT(00522.HK)升3.6%。手機部件股比亞迪電子(00285.HK)及瑞聲(02018.HK)升2.8%及3.8%。 信義光能(00968.HK)去年純利升近10%勝預期,獲花旗上調目標價,股價炒高22.2%。信義玻璃(00868.HK)績後獲美銀上調目標價,股價升5.6%。福萊特玻璃(06865.HK)升6.5%。醫藥股中生製藥(01177.HK)、藥明生物(02269.HK)及翰森(03692.HK)升2.3%至3.3%。新地(00016.HK)半年基礎溢利按年跌6%減派中期息至95仙,股價低開1.5%後倒升,半日升1%。 車股方面,小鵬(09868.HK)與大眾汽車簽訂戰略技術合作聯合開發協議,股價升3.2%,吉利(00175.HK)、長汽(02333.HK)及零跑(09863.HK)升2.6%至3.2%,比亞迪(01211.HK)升0.5%報193.9元。消費股造好,安踏(02020.HK)、李寧(02331.HK)、百勝中國(09987.HK)、同程旅行(00780.HK)、攜程(09961.HK)及潤啤(00291.HK)均漲逾2%。百威亞太(01876.HK)去年少賺6.7%,股價半日跌5.2%。 金融股方面,匯控(00005.HK)升1.5%報60.65元,港交所(00388.HK)及友邦(01299.HK)升0.1%及0.7%。
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