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恆科指數漲3%重越8,200關 京東健康及聯想集團漲近8%-13%
阿思達克 03-30 14:17
道指三連漲昨晚再創紀錄高,但美國有對沖基金「爆煲」,加上美國10年期債息再度升破1.7%,費城半導體指數吐近1.7%,拖累納指跑輸曾回吐1.3%,收市跌0.6%。不過,本港恆科指數於期結日及季結前夕曾反彈逾3%,高見8,239,現造8,226,反彈3%。

成份股普遍反彈逾1%-3%,其中阿里巴巴(09988.HK)續彈3%曾高見225.2元,受制20天及10天線(225.8元);發佈多項新產品的小米(01810.HK)、瑞聲(02018.HK)及華虹半導體(01347.HK)升2%-3.4%,分別報25.55元、39.9元及43.4元,後者重越10天及20天線(42.6元及43.25元)。

獲聯想控股(03396.HK)斥2.25億元增持至30.18%的聯想集團(00992.HK)再憧憬產品漲價,股價曾急漲13%至11.36元,為2015年6月以來最高,現造11.3元,急漲12.6%,成交增至1.3億股,涉資14.29億元。受惠於疫情下在家工作導致產品需求大增及零部件價格上漲,市傳Acer及華碩將於下季起上調手提電腦價格5%-10%為十年來罕見大幅漲價。

京東健康(06618.HK)重越10天及20天線(110.25-112.64元),最高見117元,現造115.1元,反彈7.9%。該公司受累於可轉換優先股公允價值虧損按年飆近13倍至175.39億人民幣,去年虧損大幅擴至172.34億元人民幣;但按非國際財務準則計,去年盈利倍增至7.48億人民幣。

阿里健康(00241.HK)、平安好醫生(01833.HK)、明源雲(00909.HK)、舜宇(02382.HK)及美團-W(03690.HK)升逾4%-5%,分別報22.4元、98.65元、35.9元、180.9元及294.6元。

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