《半日总结》恒指升638点 内房、基建及建材股受捧
美股昨日(24日)造好，道指曾升见32,000点新高，港股期指结算前夕回升。恒指高开455点，早段升幅曾收窄至114点见29,833点，其後升幅再度扩大，曾升688点见30,407点，半日升638点或2.1%，报30,356点；国指升302点或2.6%，报11,812点；恒生科技指数升253点或2.7%，报9,614点。大市半日成交总额1,482.98亿元，沪、深港通南下交易半日录得净流入金额分别为5.46亿及25.15亿元人民币。
内地多市政府指今年将推行住宅用地「集中供地」，内房股急涨。合景泰富(01813.HK)升20.4%，万科(02202.HK)升15.9%，融创(01918.HK)及世茂(00813.HK)各升14.1%及13.5%，润地(01109.HK)升12%，中海外(00688.HK)、中国金茂(00817.HK)、龙湖(00960.HK)、碧桂园(02007.HK)、恒大(03333.HK)及雅居乐(03383.HK)各升7.7%至10.5%。
基建及建材类股见追捧，中建材(03323.HK)、金隅(02009.HK)、中铁(00390.HK)、中车(01766.HK)及中国建筑国际(03311.HK)各升5.2%至6.6%，中铁建(01186.HK)、中车时代电气(03898.HK)、中联重科(01157.HK)、潍柴动力(02338.HK)、海螺水泥(00914.HK)及华润水泥(01313.HK)各升3.2%至4.7%。资源股反弹，江铜(00358.HK)、五矿资源(01208.HK)及紫金(02899.HK)各升5.3%至7.4%，中铝(02600.HK)升15.3%。煤炭股兖州煤(01171.HK)及中煤能源(01898.HK)各弹6.3%及14.7%，钢铁股重庆钢铁(01053.HK)升8%。
科技股反弹，腾讯(00700.HK)升2.9%报707元，阿里巴巴(09988.HK)升1.8%报247.2元，小米(01810.HK)升1.9%报27.35元，美团(03690.HK)升2.3%报374.2元，京东(09618.HK)升1.8%报380.6元。网易(09999.HK)升0.8%，快手(01024.HK)升3.6%报339元。
手机部件股比亚迪电子(00285.HK)及信利(00732.HK)各升3.9%及4%，舜宇(02382.HK)升5.3%。
金融股造好，本地银行股方面，汇控(00005.HK)升3.9%报47.9元，恒生(00011.HK)、东亚(00023.HK)及中银香港(02388.HK)各升2.4%、3.3%及4.2%。内银股邮储行(01658.HK)及招行(03968.HK)各升5.5%及2.9%。内险股中国太平(00966.HK)及太保(02601.HK)各升6.4%及7.5%，中国平安(02318.HK)升3%报97.95元。本地地产股新地(00016.HK)、新世界(00017.HK)、领展(00823.HK)、长实集团(01113.HK)及太古地产(01972.HK)各升2.9%至3.6%。
内需股方面，国美(00493.HK)反弹15%，阿里影业(01060.HK)升5.5%。百威亚太(01876.HK)全年少赚43%，股价跌4.8%。汽车股长城汽车(02333.HK)及恒大汽车(00708.HK)各反弹5.4%及6.4%，吉利(00175.HK)及北汽(01958.HK)各升4.2%及3.5%。医药股药明生物(02269.HK)升3.4%，华润医药(03320.HK)及中生制药(01177.HK)各升4.9%及5.8%。
市传李嘉诚拟筹组特殊目的收购公司，考虑在美上市集资约4亿美元，长和系造好，长和(00001.HK)升4.3%报61.65元，长江基建(01038.HK)升4.2%。其他股份方面，港交所(00388.HK)升0.1%报509.5元，友邦(01299.HK)升0.8%报102.2元。
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