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《半日總結》恆指升209點 科技股造好 信義光能漲逾6%
美國上月就業數據參差,道指上周五(8日)收跌近0.2%;美國總統拜登預計聯儲局將會減息。港股今早高開後反覆向好,恆指一度漲272點一度高見16,625點,半日收報16,562點,升209點或1.28%;國指升81點或1.4%,報5,738點;恆生科技指數升86點或2.55%,報3,472點。大市半日成交總額520.39億元,滬、深港通南下交易淨流入22.01億及12.66億元人民幣。 騰訊(00700.HK)和網易(09999.HK)參與2024年遊戲開發者大會,兩股分別升2.6%及0.8%。其他科技股方面,京東(09618.HK)及美團(03690.HK)齊升5.7%。阿里(09988.HK)升2%。小米(01810.HK)升2.1%。快手(01024.HK)升3.7%。百度(09888.HK)升0.8%。嗶哩嗶哩(09626.HK)半日抽高13.7%,公司獲摩通升評級至「中性」,目標價上調至85元。 傳內地電網可能接入更多新能源,摩通升信義光能(00968.HK)及福萊特玻璃(06865.HK)目標價,信義光能升6.4%,為表現最佳藍籌股,同系信義玻璃(00868.HK)升3.6%;福萊特玻璃升9.2%。 車股方面,蔚來(09866.HK)及小鵬(09868.HK)各4%與6.4%。比亞迪(01211.HK)升4.7%,公司擬斥6億美元於墨西哥哈利斯科州設電動車廠。吉利(00175.HK)升1.9%。理想(02015.HK)跌0.3%。東風(00489.HK)半日跌11.2%,公司料去年盈轉虧,蝕不超過40億元;公司2月汽車銷量按年跌32.5%,首兩月增長26.2%。 龍湖(00960.HK)預告全年核心溢利下降45%至50%,股價半日跌1.2%。其他內房股碧桂園(02007.HK)升1.8%,同系碧服(06098.HK)跌3.1%。中海外(00688.HK)跌1.1%。 聯想控股(03396.HK)預報去年轉虧最少36億人民幣,股價半日跌5.6%。聯想集團(00992.HK)亦跌3.8%。 手機部件股舜宇(02382.HK)半日升3.4%,公司2月份手機鏡頭出貨量按年升逾29%。丘鈦(01478.HK)及瑞聲(02018.HK)各升5.1%及2.3%。 金融股方面,匯控(00005.HK)跌0.5%。港交所(00388.HK)升2.7%。友邦(01299.HK)升0.9%。 高盛降藥明系評級至「中性」 ,目標價平均削44%,藥明生物(02269.HK)升0.9%。藥明合聯(02268.HK)跌0.2%。至於藥明康德(02359.HK)擬繼續回購A股,資金上限10億人民幣,股價半日升3.1%。
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