《半日总结》恒指升138点 科网股受捧 腾讯港交所破顶
美股三大指数上周五(15日)回吐，港股早市在中国公布上季经济增长胜预期下，随内地股市上升。恒指低开119点，早段曾跌183点见28,390点，其後转升，曾升199点见28,773点，半日升138点或0.5%，报28,712点；国指升75点或0.7%，报11,396点；恒生科技指数升286点3.3%，报9,061点，盘中见9,094点新高。大市半日成交总额1,272.82亿元，沪、深港通南下交易半日录得净流入金额分别为59.77亿及91.56亿元人民币。
科技股上涨，腾讯(00700.HK)升1.9%报657元，盘中见667.5元新高。美团(03690.HK)升5.4%报324.2元，小米(01810.HK)升2.9%报30.15元，网易(09999.HK)升0.5%，阿里巴巴(09988.HK)平收报241元，京东(09618.HK)跌1.3%。
恒腾(00136.HK)升6.3%。阿里健康(00241.HK)、美图(01357.HK)、平安好医生(01833.HK)、易鑫(02858.HK)、众安在线(06060.HK)、京东健康(06618.HK)及万国数据(09698.HK)升2.2%至3.8%，阅文(00772.HK)、新东方在线(01797.HK)及祖龙娱乐(09990.HK)各跌2%至3%。软件股金蝶(00268.HK)料去年盈转蚀最多3.5亿元人民币，股价抽升11.4%报31.2元，中软(00354.HK)及金山软件(03888.HK)各升10.4%及7.3%。晶片股ASM太平洋(00522.HK)及华虹半导体(01347.HK)各升6%及7%，中芯(00981.HK)升4.7%。
手机相关股比亚迪电子(00285.HK)及舜宇(02382.HK)各升5.3%及6.5%。丘钛(01478.HK)发盈喜，料全年溢利或增长四至六成，股价急弹14.9%。电讯股续上扬，中移动(00941.HK)升4.9%报49.4元，中电信(00728.HK)及联通(00762.HK)各升5.1%及4.6%。5G概念股中国铁塔(00788.HK)升3.6%，中兴(00763.HK)升7.6%，京信通信(02342.HK)升2.5%。
铁路股上升，中铁(00390.HK)、中铁建(01186.HK)及中交建(01800.HK)各升2%至3.1%，中车(01766.HK)、中车时代电气(03898.HK)及中国通号(03969.HK)各4.3%至4.9%。
汽车股方面，比亚迪(01211.HK)获批发行不多於1.83亿H股，早市股价跌3.7%报236.6元。广汽(02238.HK)回吐5.2%，北汽(01958.HK)升2.8%，长城汽车(02333.HK)升7.4%。内需股方面，统一企业中国(00220.HK)、海尔智家(06690.HK)及海底捞(06862.HK)各升2.2%至2.6%，农夫山泉(09633.HK)升6.5%报62.15元。恒安(01044.HK)跌2.2%。体育股李宁(02331.HK)及滔搏(06110.HK)各升2.9%及2.5%。出口股创科(00669.HK)、联想集团(00992.HK)及敏华(01999.HK)各升5.1%至7.2%。
金融股方面，市传渣打(02888.HK)下月将在全球裁减数百人，渣打跌2.9%报51.45元。汇控(00005.HK)跌2.7%报41.8元。港交所(00388.HK)升3.4%报474.2元，盘中见476.6元新高。友邦(01299.HK)跌0.3%报104.1元，盘中见105.9元新高。内险股中国平安(02318.HK)及太保(02601.HK)各跌2.5%及2.7%。内房股中海外(00688.HK)、融创(01918.HK)及万科(02202.HK)各升2.6%至2.7%。
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