《半日总结》恒指升106点 中移动及中海外挫半成
拜登团队成员不赞成全国封城抗疫,刺激美股道指期货在亚洲早段升逾200点。港股早市个别发展。恒指高开205点,早段曾升237点一度高见26,394点,其後升幅曾收窄至34点见26,191点,半日升106点或0.4%,报26,263点;国指倒跌8点或0.1%,报10,537点;恒生科技指数升94点或1.2%,报8,034点。大市半日成交总额825.43亿元,沪、深港通南下交易半日录得净流入金额分别为11.13亿及12.33亿元人民币。
受美国指令禁止投资与中国军方企业影响,电讯股受压。中移动(00941.HK)跌4.9%报47.55元,中电信(00728.HK)及联通(00762.HK)各跌3.6%及2.4%,中国铁塔(00788.HK)跌3.1%,电讯基建商中通服(00552.HK)跌4.1%。内房股中海外(00688.HK)母公司遭制裁,中海外跌5.2%失守20元,中国建筑(03311.HK)跌1.4%。
科技股方面,阿里巴巴(09988.HK)在美国遇集体诉讼,早市股价跌2.3%报251.2元。腾讯(00700.HK)跌1.1%报595.5元。将获纳入蓝筹的美团(03690.HK)升3.9%报317.8元,小米(01810.HK)升3.1%报25元。京东(09618.HK)分拆京东健康,早市股价升3.6%报361元,获纳入国指的网易(09999.HK)升0.8%,但阿里健康(00241.HK)跌2.2%。此外,猫眼娱乐(01896.HK)、同程艺龙(00780.HK)、新东方在线(01797.HK)、金蝶(00268.HK)及金山软件(03888.HK)各升4.1%至5.9%。
晶片股华虹半导体(01347.HK)升4%,获纳入国指的中芯(00981.HK)升1.1%报23.7元。手机相关股方面,瑞声(02018.HK)季绩後遭多间大行削目标价,股价跌4.1%报43.05元。鸿腾(06088.HK)升2.4%。
资源股急涨,俄铝(00486.HK)、铁货(01029.HK)及赣锋锂业(01772.HK)各升4.2%至5.1%,中铝(02600.HK)及洛钼(03993.HK)各升6.8%及8%,江铜(00358.HK)及五矿资源(01208.HK)各升10.1%及12.1%。金银股上升,中国白银(00815.HK)及紫金(02899.HK)各升5.1%及9.3%。煤炭股神华(01088.HK)、兖州煤业(01171.HK)及中煤能源(01898.HK)各升2.7%至3.4%。钢铁股马钢(00323.HK)、鞍钢(00347.HK)及重钢(01053.HK)各升4.9%至7.1%。
濠赌股上升,新濠国际(00200.HK)升4.9%,银娱(00027.HK)及美高梅中国(02282.HK)各升3.7%及4%,澳博(00880.HK)、永利澳门(01128.HK)及金沙中国(01928.HK)各升2.8%至3.3%。航空股亦造好,国泰(00293.HK)及国航(00753.HK)各升3.4%,东航(00670.HK)及南航(01055.HK)各升1.7%及2.2%。出口股跑赢大市,互太纺织(01382.HK)、敏华(01999.HK)及申洲(02313.HK)各升3.7%至4.5%。内房股下跌,世茂(00813.HK)跌3.8%。
其他蓝筹股方面,汇控(00005.HK)升3.2%报38.45元,港交所(00388.HK)升0.9%报374.2元,友邦(01299.HK)升2.8%报87.15元。地产股九仓置业(01997.HK)升2.2%,药明生物(02963.HK)(02269.HK)股份一拆三,早市股价升3.1%报84.1元。被剔出蓝筹的太古A(00019.HK)跌2.8%,将被纳入蓝筹的百威亚太(01876.HK)及安踏(02020.HK)股价均升6.5%,分别报26.3元及108.1元。
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