You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股收評:科技權重發力助恆指大漲1.59%,美團股價再度創新高!
格隆匯 08-24 16:42

824日,香港主要指數紛紛大漲,截至收盤,恆指漲1.59%,報收2511.90點,恆生國企指數漲1.06%,報10320.50點;有着港版“納指”之稱的恆生科技指數大漲2.12%,報7320.72點。南下資金全天淨流入41.17億元。

image.png

行情來源:富途 

今日恆生科技指數成為上漲動力,其中美團大漲8.40%,股價再創歷史新高,其他權重股騰訊、阿里巴巴、京東紛紛大漲。水泥、體育股午後延續強勢,李寧漲近7%,華潤水泥控股漲近8%,在線旅遊板塊尾盤拉昇,東勝旅遊漲近30% 

具體來看 

1、美團再度大漲,今日美團大漲8.40%,盤中一度漲超10%,市值突破1.5萬億港幣,總市值升至港股第五位。 

美團財報的亮眼成為股價上漲動力,二季度美團點評收入增長由負轉正,年度交易用户數增至4.6億,餐飲外賣增長強勁收入為145億元;獲大摩看高至280港元,獲匯豐看高至290港元;獲野村、里昂上調目標價至300港元。

image.png

行情來源:富途

2、科技股權重紛紛拉昇大漲,微盟集團大漲10.73%,騰訊控股、阿里巴巴、京東集團等科技權重漲幅超3%

image.png

行情來源:富途 

3、建材水泥股延續強勢,華潤水泥控股漲7.62%,海螺水泥漲幅3.83%;據中國水泥網行情中心消息, 華東水泥價格大面積上漲;從全行業看,四五月份水泥企業效益創出了歷史新高,下半年隨着四季度傳統旺季的來臨,水泥價格則有望穩中走強。

image.png

行情來源:富途

4、體育股再度走強,李寧漲6.21%,股價創歷史新高。安踏體育、特步國際漲幅超2%。近期李寧20H1業績優於預期,控費率+融渠道助力業績回升。麥格理目前將李寧目標價由28.1港元上調至37.1港元,評級維持“跑贏大市”。

image.png

行情來源:富途

5、旅遊板塊迎來大漲,東勝旅遊,專業旅運、雲頂香港大漲超10%;國務院總理李克強在重慶考察時表示,加快服務業全面復業帶動消費擴大,對於鞏固經濟恢復性增長態勢至關重要,要在做好常態化疫情防控下,發揮國家政策扶持作用,助力企業和商户渡過難關,促進旅遊等服務業正常經營,釋放巨大消費潛力。

image.png

行情來源:富途 

港股通漲幅方面,鄭煤機、JS環球生活大漲超10%,其次是美團點評、華潤水泥控股、李寧漲幅。

image.png

行情來源:萬得 

而比亞迪電子今日跌7.56%,其次是敏實集團、融創中國、五礦資源;

image.png

行情來源:萬得 

港股通方面,截至收市,南向合計淨流入41.17億元,其中港股通(滬)淨流入22.05億元,港股通(深)淨流入19.13億元。

image.png

數據來源:東方財富

安信國際表示,港股大市仍處於調整期,但預期下跌空間不多,恆指可在24000點之上站穩。在8月業績公佈峯期臨近,建議提前部署中期業績有驚喜的股份。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account