《半日总结》恒指升32点 港银股受压 内房股造好
新型冠状病毒疫情冲击经济,美联储昨晚突宣布减息半厘,市场观望各国央行进一步救市措施,港股表现反覆。恒指今早高开36点後倒跌,曾跌246点见26,038点,其後反弹,半日升32点或0.1%,收26,317点:国指升64点或0.6%,收10,549点。大市半日成交总额581.66亿元。沪、深港通南下交易半日录得净流入金额分别为7.02亿及3.71亿元人民币。汇丰香港维持最优惠利率在5%不变,汇控(00005.HK)跌1.2%报51.9元,恒生(00011.HK)跌3.2%报150.4元,为半日跌幅最大蓝筹。渣打(02888.HK)及中银香港(02388.HK)各跌2.7%及2.3%。中资金融股偏淡,中行(03988.HK)、农行(01288.HK)及中国平安(02318.HK)各升0.6%至0.9%。外债较重的内房股受刺激,中海外(00688.HK)及龙湖(00960.HK)各升3.4%及6.3%。融创(01918.HK)及世茂房地产(00813.HK)各升4.4%及4.8%,万科(02202.HK)、合景泰富(01813.HK)、雅居乐(03383.HK)及奥园(03883.HK)各升逾3%。本地地产股新地(00016.HK)升2.4%及领展(00823.HK)各升2.4%及3.4%。科网股方面,阿里巴巴(09988.HK)、腾讯(00700.HK)及美团(03690.HK)均跌近0.2%,小米(01810.HK)跌0.3%。软件股较弱,金蝶(00268.HK)跌4.3%,金山软件(03888.HK)及擎天软件(01297.HK)各跌3.4%及3.6%。手机部件股瑞声(02018.HK)跌2.8%险守50元,晶片股中芯(00981.HK)及华虹半导体(01347.HK)各跌3%及5.7%。内需股普遍上扬,康师傅(00322.HK)及统一企业中国(00220.HK)各升4.4%及3.7%,华润啤酒(00291.HK)、维他奶(00345.HK)及日清食品(01475.HK)各升2.5%至2.9%。体育用品股个别发展,李宁(02331.HK)及361度(01361.HK)各升2.7%及2.1%,特步(01368.HK)及滔博(06110.HK)各跌4.7%及2%。其他股份方面,中移动(00941.HK)升1.4%报61.55元,友邦(01299.HK)升0.1%,港交所(00388.HK)跌0.9%。粤海投资(00270.HK)升4%,国药(01099.HK)则跌2.1%。另外,黄金股受追捧,招金(01818.HK)及山东黄金(01787.HK)各升逾3%。
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