《半日總結》恆指升124點 美團抽高8% 新世界挫逾6%
港股早市低開高走,恆指低開120點後轉跌為升,半日升124點或0.8%,報16,636點;國指升65點或1.1%,報5,743點;恆生科技指數升53點或1.6%,報3,485點。大市半日成交總額626.66億元,滬、深港通南下交易半日淨流入27.04億及15.06億元人民幣。
網易(09999.HK)去年第四季度非公認會計準則持續經營淨利潤及季度收入略遜市場預期,股價跌1.5%。內地雲服務現減價戰,阿里(09988.HK)及京東(09618.HK)升0.2%及1.6%,騰訊(00700.HK)跌0.1%,金山雲(03896.HK)跌2.5%。戴爾科技(DELL.US)季績勝預期股價抽高,聯想集團(00992.HK)早市抽升6.3%。
其他科技股方面,美團(03690.HK)抽高8.4%報86.5元,小米(01810.HK)、百度(09888.HK)及快手(01024.HK)升0.6%至1.6%。手機相關股上漲,比亞迪電子(00285.HK)、高偉電子(01415.HK)及瑞聲(02018.HK)各漲逾4%。市場憧憬內地汽車業併購,蔚來(09866.HK)及小鵬(09868.HK)炒高6.1%及8.1%,比亞迪(01211.HK)漲1.1%。
資源及金屬股上漲,山東黃金(01787.HK)、招金(01818.HK)及中國黃金國際(02099.HK)升2.9%至4.2%,中鋁(02600.HK)、江銅(00358.HK)及中國宏橋(01378.HK)升3%至3.6%,五礦資源(01208.HK)及贛鋒鋰業(01772.HK)升逾2%。
百勝中國(09987.HK)去年經審核純利升87%,派末期息16美仙,股價升0.4%。其餘內需股方面,農夫山泉(09633.HK)跌2.5%,李寧(02331.HK)升2.3%。濠賭股金沙中國(01928.HK)及永利澳門(01128.HK)升3.1%及2.7%。醫藥股信達生物(01801.HK)及百濟神州(06160.HK)則跌5.4%及6.8%。
金融股方面,匯控(00005.HK)升1.7%報61.3元,港交所(00388.HK)昨公布業績符預期後偏軟,早市再跌1.2%,友邦(01299.HK)跌1.1%,渣打(02888.HK)升2.3%報65.4元。電訊股中國聯通(00762.HK)漲2.8%。新世界發展(00017.HK)中期息削逾半,股價挫6.6%報9.22元。
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