《半日总结》恒指升235点 腾讯越400元关 比亚迪弹一成
市场注视中美签署首阶段贸易协议,港股早市造好。恒指高开134点後升幅扩大,最多升301点曾见28,940点,但在29,000点前有阻力。半日升235点或0.8%,报28,874点;国指升109点或1%,收11,376点。大市半日成交总额592.09亿元,沪、深港通南下交易半日净流入金额分别为9.09亿及11.39亿元人民币。
新经济股普遍跑赢大市,阿里巴巴(09988.HK)升2%报222.4元,美团点评(03690.HK)升3.5%报113.4元,盘中见113.9元上市新高。小米(01810.HK)及金山软件(03888.HK)各升3.2%至2.9%。腾讯(00700.HK)升0.7%重上400元。其他科网股方面,雷蛇(01337.HK)升9.8%,易鑫(02858.HK)升4.6%,金蝶(00268.HK)、网龙(00777.HK)、美图(01357.HK)各升逾3%,平安好医生(01833.HK)亦升逾2%。
传统股份方面,汇控(00005.HK)升0.3%重上60元,友邦(01299.HK)升0.2%,港交所(00388.HK)升1.4%报278.8元,恒生银行(00011.HK)升1.2%。综合类股长和(00001.HK)、中信(00267.HK)及复星国际(00656.HK)各升1.1%、1.3%及1.9%,太古A(00019.HK)升2.5%。地产股方面,新地(00016.HK)升2.2%,新世界(00017.HK)、信置(00083.HK)、长实集团(01113.HK)及太古地产(01972.HK)各升1.2%至1.7%。
中资金融股方面,建行(00939.HK)、工行(01398.HK)、中行(03988.HK)、中国平安(02318.HK)及国寿(02628.HK)各升0.9%至1.8%。电讯股造好,中移动(00941.HK)升1.5%报65.15元。
国家大基金再度入股半导体检测设备企业,晶片股受刺激,中芯(00981.HK)及华虹半导体(01347.HK)各升4.3%及6.8%。工信部部长指新能源汽车补贴於7月起不再下调,意味原定2020年後新能源汽车补贴退出安排或延後,比亚迪(01211.HK)股价急升10.1%报42.65元。汽车代理商永达汽车(03669.HK)获花旗唱好,股价急升12.5%。此外,吉利(00175.HK)升1.6%,东风集团(00489.HK)则跌2%。
消费股个别发展,百威亚太(01876.HK)遭券商降目标价,股价跌3.5%。维达(03331.HK)发盈喜,股价升4.9%,恒安(01044.HK)升5.8%。统一企业中国(00220.HK)及维他奶国际(00345.HK)各升2%及2.9%,体育用品股安踏体育(02020.HK)升0.9%报77.8元。联想集团(00992.HK)升2.8%。
新股方面,时装零售商尚晋(02528.HK)半日收报1.55元,较上市价2元低22.5%。建筑玻璃商中国宏光(08646.HK)半日收报0.87元,较上市价0.77元高13%。
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