恆生科技指數隨納指續升逾1% 阿里/小米/京東/美團升3.5%-7.6% 後者再破頂
雖然中美關係緊張,美國商務部進一步收緊對華為限制,堵塞華為透過第三方獲取美國技術。不過,本港恆指科技指數逆大市四連漲,今天跟隨昨晚再破頂納指曾升1.4%至7,174,現造7,156,升1.1%。
30隻科技指數成份股佔比首四位的股份全部上揚,騰訊(00700.HK)及阿里巴巴-SW(09988.HK)扭兩連跌,前者股價重越50天線(508.8元),最高見516.5元,現造512.5元,回升1.6%;後者股價重20天及10天線,最高見252.6元及,現造251.4元,回升3.5%。
「染藍」大熱倒灶的籌美團-W(03690.HK)繼昨天回吐至209元獲承接後,今天股價再升破8月6日所創上市高位229.2元,最高見236.6元,現造234.8元,急升7.6%;下月7日正式「染藍」獲花旗升價15%至18元的小米-W(01810.HK)五連升,最高見17.22元,暫受制上月中旬所創高位,現造17.16元,續漲5.9%。
京東集團-SW(09618.HK)上半年非公認會計準則純利升29.6%勝預期,高盛將其目標價由283元升至329元。該股今天急彈7%曾高見263.4元。
華虹半導體(01347.HK)回升8.7%報31.7元;金山軟件(03888.HK)、金蝶(00268.HK)及微盟(02013.HK)升3%-5%,後者最強股價重越10天及20天線曾高見11.34元。
相反,中芯國際(00981.HK)、ASM(00522.HK)、瑞聲(02018.HK)、丘鈦(01478.HK)、舜宇光學(02382.HK)及比亞迪電子(00285.HK)跌逾2%-12%,後兩者最傷,報133.9元及28.5元,急吐9.6%及12%。
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