《半日总结》恒指升88点 内险券商领涨 水泥股拉升
本港新股疫情加剧拖累本港地产股，但中银保监允险企权益类资管比例升至45%，内险股造好支撑大市。港股今日早市反覆向上。恒指低开69点後，跌幅曾扩大至323点曾低见24,766点，中午收市前倒升，半日升88点或0.4%，报25,177点；国指升150点或1.5%，报10,354点。大市半日成交总额762.28亿元，沪、深港通南下交易半日录得净流入金额分别为17.34亿及15.95亿元人民币。
科技股曾遍靠稳，阿里巴巴(09988.HK)升1.2%报241.6元，腾讯(00700.HK)升1%报526元，美团点评(03690.HK)跌2.2%报186.9元，小米(01810.HK)升1.5%报15.74元，京东(09618.HK)及网易(09999.HK)各升1%。传统蓝筹方面，汇控(00005.HK)跌0.4%报36.8元，港交所(00388.HK)升0.8%报349.4元，友邦(01299.HK)跌0.3%报72元，中移动(00941.HK)跌0.8%报53.7元。
地产股表现较弱，九仓置业(01997.HK)跌3.7%，希慎(00014.HK)跌3.8%，新地(00016.HK)及领展(00823.HK)各跌1.5%及1.6%。濠赌股亦向下，银娱(00027.HK)及新濠国际(00200.HK)各跌3%及3.2%，澳博(00880.HK)、永利澳门(01128.HK)、金沙中国(01928.HK)及美高梅中国(02282.HK)各跌1.8%至2.4%。航空股国泰(00293.HK)跌3.5%。
内险股急涨，国寿(02628.HK)及新华保险(01336.HK)各升7.7%及9.2%，太保(02601.HK)、人保(01339.HK)及中国太平(00966.HK)各升4.6%、5.1%及6.1%，中国平安(02318.HK)升2.8%。中证监鼓励证券及基金管理公司并购重组，内地券商股现并购憧憬炒作，光大证券(06178.HK)升10%，中信证券(06030.HK)升8.8%，中信建投(06066.HK)、中国银河(06881.HK)、广发证券(01776.HK)、申万宏源(06806.HK)及海通证券(06837.HK)各升6.7%至7.9%。
水泥及基建股大幅造好，海螺水泥(00914.HK)、华润水泥(01313.HK)及中建材(03323.HK)各升9%至13.2%，中铁(00390.HK)、中铁建(01186.HK)、中车(01766.HK)及中交建(01800.HK)各升3.9%至5.3%。重型机械股中联重科(01157.HK)及中国龙工(03339.HK)各升9.4%及8%，潍柴动力(02338.HK)升5.8%。汽车股方面，比亚迪(01211.HK)及中国重汽(03808.HK)各升10.4%及10.1%，东风(00489.HK)、华晨中国(01114.HK)、北汽(01958.HK)及长城汽车(02333.HK)各升3.2%至3.6%。
内房股跑赢大市世茂(00813.HK)、融创(01918.HK)、碧桂园(02007.HK)、富力(02777.HK)、恒大(03333.HK)及万科(02202.HK)各升3.7%至5.7%，中海外(00688.HK)、龙湖(00960.HK)及润地(01109.HK)各升2.1%至2.9%。
其他股份方面，晶片股中芯(00981.HK)跌7.4%。出口股创科(00669.HK)及申洲(02313.HK)各跌2.1%及1.7%。电力股方面，华能国电(00902.HK)及华电国际(01071.HK)各升6.6%及4.6%，华润电力(00836.HK)升3.2%。(fc/W)~
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