《半日总结》内地数据逊预期恒指仅升135点舜宇弹逾12%
美国突然延迟对中国部分产品徵收关税至12月中,港股今早回升。恒指随即高开429点,惟内地7月零售销售及固定资产投资均逊预期,大市升幅显着收窄至96点,半日仅涨135点或0.5%,收25,416点;国指升79点或0.8%,收9,926点。大市半日成交金额455.44亿元。沪、深港通南下交易半日净流入金额分别为18.75亿及6.48亿元人民币。
舜宇(02382.HK)公布中期净利按年增长逾21%,获多间大行唱好,今早股价最高见98.35元,半日收市报96.9元急涨逾12%,成交高达逾18亿元。同业瑞声(02018.HK)亦涨逾3%报36.65元。
腾讯(00700.HK)收市後公布业绩,早市股价造好,升逾2%报341.4元;港交所(00388.HK)中午「放榜」前股价涨0.8%报235.8元;万洲国际(00288.HK)半年少赚17%,多间大行下调目标价,股价急跌近4%报6.46元。
汇控(00005.HK)仍未能收复60元关,半日升1%报58.3元;友邦(01299.HK)则逆市回吐0.8%报72.8元。油价反弹,中石油(00857.HK)跑赢同业,急涨逾3%报3.9元,中海油(00883.HK)半日收市升幅收窄至不足1%,中石化(00386.HK)则扬逾2%。
本地地产股下跌,长实集团(01113.HK)、新世界(00017.HK)及信置(00083.HK)分别跌2.1%、0.8%及0.9%。公用股受压,中电(00002.HK)、电能(00006.HK)齐齐跌约2%。
体育股有支持,李宁(02331.HK)半年纯利7.95亿人币升196%,刺激早市股价急涨近11%报20.5元,安踏(02020.HK)及特步(01368.HK)亦各涨2.9%及2.6%。
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