《半日总结》恒指升130点 舜宇及美团弹逾6% 车股扬
美股纳指昨日(9日)大幅反弹3.7%,港股在科技股回升带动下造好。恒指高开482点一度高见29,255点,为半日高位,其後曾倒跌62点一度低见28,710点,半日升130点或0.5%,报28,904点;国指升138点或1.3%,报11,111点;恒生科技指数升288点或3.6%,报8,351点。大市半日成交总额1,134.03亿元较上日降30.3%,沪港通南下交易半日录得净流入金额4.43亿元人民币,深港通南下交易半日录得净流出金额3,080万元人民币。
科技股方面,腾讯(00700.HK)升2.8%报662元,阿里巴巴(09988.HK)升2.3%报229.2元,小米(01810.HK)升0.9%报22.15元,美团(03690.HK)升6.3%报321元,京东(09618.HK)及网易(09999.HK)各升5.4%及5.1%,快手(01024.HK)升6.3%报289.2元。
恒腾(00136.HK)升11.3%,金蝶(00268.HK)、心动(02400.HK)、祖龙娱乐(09990.HK)、微盟(02013.HK)及金山软件(03888.HK)各升4.8%至6.3%,明源云(00909.HK)升3.8%。
手机相关股方面,舜宇(02382.HK)2月手机镜头出货量按年升34%,早市股价升6.8%。比亚迪电子(00285.HK)、丘钛(01478.HK)、瑞声(02018.HK)及富智康(02038.HK)各升2.8%至3.5%。晶片设备股ASM太平洋(00522.HK)升4.4%。电讯设备商中兴(00763.HK)升3.6%,个人电脑生产商联想集团(00992.HK)升3%。
国泰(00293.HK)早市股价无起跌,中午收市後公布去年亏损216.48亿元及不派息,太古A(00019.HK)股价0.5%。
内需股亦见回升,呷哺呷哺(00520.HK)升6.6%,统一企业中国(00220.HK)、华润啤酒(00291.HK)、康师傅(00322.HK)、海尔智家(06690.HK)、蒙牛(02319.HK)、中国飞鹤(06186.HK)及海底捞(06862.HK)各升3.3%至4.2%。汽车股方面,比亚迪(01211.HK)升7.2%报189.2元,华晨中国(01114.HK)及长城汽车(02333.HK)各升5.7%及5.6%,吉利(00175.HK)及恒大汽车(00708.HK)各升3.3%及3.5%。汽车代理股中升(00881.HK)及永达汽车(03669.HK)各升7.3%及6%。
医药股造好,石药(01093.HK)及药明生物(02269.HK)各升5.8%及6%,中国生物制药(01177.HK)及信达生物(01801.HK)各升3%及4.5%。清洁能源股反弹,龙源(00916.HK)升11.4%,信义光能(00968.HK)及保利协鑫(03800.HK)各升5.7%及6%。
汇控(00005.HK)及渣打(02888.HK)各跌2.6%及2.5%,港交所(00388.HK)升1.1%报445.6元,友邦(01299.HK)跌1%报99.7元。内银股招行(03968.HK)升2.6%,内险股财险(02328.HK)跌2.1%。电讯股中移动(00941.HK)跌1.2%报54.2元。综合类股长和(00001.HK)跌2.3%,地产股九仓置业(01997.HK)跌2.9%。
其他股方面,航空股东航(00670.HK)升3.2%。
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