《半日總結》恆指升282點 小米及海底撈彈近一成 京東揚逾6%
市場觀望美國通脹數據,美股期貨亞洲時段造好。港股早市上升,恆指高開114點後升幅擴大,半日升282點或1.7%,報16,870點;國指升117點或2%,報5,866點;恆生科技指數升104點或3%,報3,586點。大市半日成交總額631.05億元,滬、深港通南下交易半日淨流入23.39億及10.9億元人民幣。
科技股方面,小米(01810.HK)將於本月28日發布SU7汽車,股價升9.6%。阿里(09988.HK)及美團(03690.HK)升1.6%及2.2%,騰訊(00700.HK)、百度(09888.HK)及快手(01024.HK)升2.7%至3.7%。京東(09618.HK)及嗶哩嗶哩(09626.HK)升6.2%及7.5%。
大摩升晶片設備股ASMPT(00522.HK)目標價至123元,ASMPT半日股價升6.9%。萬國數據(09698.HK)確認就國際業務潛在交易與私募股權投資者進行討論,股價升2%。此外,金山雲(03896.HK)升8.5%。
電動車股小鵬(09868.HK)及蔚來(09866.HK)升6%及4.2%,比亞迪(01211.HK)及零砲(09863.HK)升2.2%。比亞迪於阿聯酋發布海豹、宋plus及秦plus車款。內地擬成立生物醫藥產業工作組,推進生物醫藥產業數字化轉型,醫藥股中生製藥(01177.HK)、藥明生物(02269.HK)及翰森(03692.HK)升4.6%至5.3%,藥明康德(02359.HK)升6.1%。
消費股受捧,海底撈(06862.HK)獲花旗上調目標價,股價升9.7%,呷哺呷哺(00520.HK)升8.4%,頤海(01579.HK)及九毛九(09922.HK)升6.2%及5.1%。啤酒股潤啤(00291.HK)及百威亞太(01876.HK)升4.7%及3.9%。安踏(02020.HK)股價升4.6%。特步(01368.HK)及滔搏(06110.HK)升6.6%及3.7%。電影票房平台貓眼(01896.HK)亦漲7.7%。
萬科(02202.HK)股價升3.5%。中海外(00688.HK)升4.5%。潤地(01109.HK)2月總合同銷售減少62%,股價仍升5.6%。龍湖(00960.HK)及旭輝(00884.HK)升6.9%及8.8%。物管股華潤萬象(01209.HK)及碧服(06098.HK)升6.1%及4%。
金融股方面,匯控(00005.HK)升0.4%報58.6元,港交所(00388.HK)及友邦(01299.HK)升2%及1.4%,招行(03968.HK)、中國平安(02318.HK)及國壽(02628.HK)升2.5%至2.8%。金股下跌,山東黃金(01787.HK)及招金(01818.HK)跌逾2%,中國黃金國際(02099.HK)跌逾4%。
中集車輛(01839.HK)每股7.5元提回購擬H股退市,該股升1.8%報7.28元。
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