《半日总结》恒指升244点 中移扬8% 比亚迪弹9%
美股三大指数上周五(8日)破顶，港股早市随外围造好。恒指高开125点，其後升幅反覆扩大，曾升298点见28,176点，为近1年高位，半日升244点或0.9%，报28,122点；国指升211点或1.9%，报11,167点；恒生科技指数升171点或2%，报8,802点，盘中见8,839点新高。大市半日成交总额1,424.26亿元，沪、深港通南下交易半日录得净流入金额分别为73.61亿及63.85亿元人民币。
美国禁止投资中国军队联系股份，多间券商停止衍生产品，盈富基金(02800.HK)亦停止买入有关股份，相关股却造好。中移动(00941.HK)升8.2%报44.9元，中电信(00728.HK)及联通(00762.HK)各升5.1%及6.8%，中芯(00981.HK)升5%，中海油(00883.HK)升3.8%。铁路股中车(01766.HK)升10%，中铁美股三大指数上周五(8日)破顶，港股早市随外围造好。恒指高开125点，其後升幅反覆扩大，曾升298点一度高见28,176点，半日升244点或0.9%，报28,122点；国指升211点或1.9%，报11,167点；恒生科技指数升171点或2%，报8,802点，盘中见8,839点新高。大市半日成交总额1,424.26亿元，沪、深港通南下交易半日录得净流入金额分别为73.6亿及63.84亿元人民币。
美国禁止投资中国军队联系股份，多间券商停止衍生产品，盈富基金商停止衍生产品，盈富基金(02800.HK)亦停止买入有关股份，相关股却造好。中移动(00941.HK)升8.2%报44.9元，成交额156.84亿元，中电信(00728.HK)及联通(00762.HK)各升5.1%及6.8%。
中芯(00981.HK)升5%，中海油(00883.HK)升3.8%。铁路股中车(01766.HK)升10%，中铁(00390.HK)、中铁建(01186.HK)及中交建(01800.HK)各升3.3%至3.8%。潜在制裁目标对象的5G股亦见追捧，中国铁塔(00788.HK)、中通服(00552.HK)及京信通信(02342.HK)各升3.1%至3.8%，中兴(00763.HK)升2.1%。
纳指造好，科技股普遍上升，腾讯(00700.HK)升4.1%报596.5元，阿里巴巴(09988.HK)升1.4%报227.4元，小米(01810.HK)升2.3%.报32.7元，美团(03690.HK)回吐1.7%报312.6元，京东(09618.HK)及网易(09999.HK)各升2.6%及3.2%，心动(02400.HK)、万国数据(09698.HK)及微盟(02013.HK)各升3.6%至4.3%，京东健康(06618.HK)升7.8%。
手机部件股舜宇(02382.HK)股价升6.1%报200.6元，分析员郭明錤料舜宇光学未来可受惠苹果订单。
内银股跑出，建行(00939.HK)、农行(01288.HK)及交行(03328.HK)各升2.4%至2.8%，邮储行(01658.HK)及招行(03968.HK)各升8.4%及6.3%。内房股反弹，中海外(00688.HK)及润地(01109.HK)各升4.2%，万科(02202.HK)升6.1%，世茂(00813.HK)、融创(01918.HK)及恒大(03333.HK)各升2.2%至3.3%。
汽车股个别发展，长城汽车(02333.HK)上月销量升42%，股价升5.6%报31.2元，广汽(02238.HK)跌3.1%。电动车股炒作持续，比亚迪(01211.HK)弹8.7%报261元，锂电池锂原材料供应商赣锋锂业(01772.HK)升8.6%。
餐饮股海底捞(06862.HK)传股东折让售股，股价跌6.1%。同业呷哺呷哺(00520.HK)跌3.6%。其他内需股方面，润啤(00291.HK)及百威亚太(01876.HK)各跌3.3%及2.3%，统一企业中国(00220.HK)跌4.4%，百胜中国(09987.HK)升2.2%。
其他股份方面，汇控(00005.HK)回吐1.2%报42.9元，港交所(00388.HK)升1%报456.4元，友邦(01299.HK)升0.1%报99.1元。药明生物(02269.HK)升3.4%。
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