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《半日总结》恒指升179点 恒生科指涨逾3% 手机及车股强
阿思达克 10-06 12:28
美国总统特朗普出院及已返回白宫继续接受治疗,市场同时憧憬美国国会通过新刺激经方案,港股早市上升,但在24,000点前受阻。恒指高开127点,曾升237点一度高见24,005点,半日升179点或0.8%,报23,946点;国指升86点或0.9%,报9,534点;恒生科技指数升230点或3.3%,报7,322点。大市半日成交总额498亿元,沪、深港通南下交易因内地假期暂停。

主要科网股方面,腾讯(00700.HK)升0.4%报527元,阿里巴巴(09988.HK)跌0.8%报279.8元。小米(01810.HK)升3.4%报21.5元,美团(03690.HK)升3.7%报254.8元,京东(09618.HK)升0.1%,网易(09999.HK)跌0.1%。其他科网股方面,恒腾(00136.HK)及阿里健康(00241.HK)各升5.5%及6.3%,阅文(00772.HK)、网龙(00777.HK)、新东方在线(01797.HK)、心动(02400.HK)及众安在线(06060.HK)各升2.8%至3.8%。

手机相关股急涨,鸿腾(06088.HK)、富智康(02038.HK)及比亚迪电子(00285.HK)各升7.7%、7%及6.5%,丘钛(01478.HK)及瑞声(02018.HK)股价均升5.4%,信利(00732.HK)及舜宇(02382.HK)各升4.6%及3.3%。高伟电子(01415.HK)宣布派特别息,早市股价急涨22.1%。

晶片股反弹,中芯(00981.HK)升8.4%报18.74元,华虹半导体(01347.HK)升4.5%。电讯设备股中兴(00763.HK)升5.8%,京信通信(02342.HK)及长飞光纤光缆(06869.HK)各升4%及3.6%。

软件股方面,中软(00354.HK)及擎天软件(01297.HK)各升10.9%及9.1%,微盟(02013.HK)及金山软件(03888.HK)各升7.1%及7.8%,金蝶(00268.HK)升3.9%。

汽车股反弹,吉利(00175.HK)、长城汽车(02333.HK)及北汽(01958.HK)各升6.1%、7%及7.7%,东风(00489.HK)、华晨中国(01114.HK)、广汽(02238.HK)及中国重汽(03808.HK)各升3.4%至3.8%。濠赌股反弹,银娱(00027.HK)、新濠国际(00200.HK)及澳博(00880.HK)各升2.3%至2.7%。

资源股见追捧,江铜(00358.HK)及五矿资源(01208.HK)各升3.1%及3.6%,赣锋锂业(01772.HK)及中铝(02600.HK)各升7.2%及5%。金银股上扬,中国白银(00815.HK)及紫金(02899.HK)各升5.6%及5.1%。油股中石化(00386.HK)及中海油(00883.HK)各升2.6%及3.1%。内房股华润置地(01109.HK)升2.7%。

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