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《半日总结》恒指升334点 恒生科指涨逾3% 联想集团弹13%
阿思达克 03-30 12:25
美股道指昨日(29日)破顶升98点或0.3%,港股早市在科技股带动下造好。恒指高开214点,早段升幅曾收窄至32点见28,371点,其後升幅再度扩大,最多升341点一度高见28,679点,最终半日升334点或1.2%,报28,672点;国指升120点或1.1%,报11,063点;恒生科技指数升252点或3.2%,报8,233点。大市半日成交总额922.93亿元,沪、深港通南下交易半日录得净流入金额分别为15.28亿及22.96亿元人民币。

报道指台湾个人电脑制造商Acer、华硕计划第二季度开始将手提电脑加价,里昂引述联想集团(00992.HK)冀将中国服务预订收入3年内倍升,联想集团股价急弹13.1%报11.36元。

比亚迪(01211.HK)预告今年首季纯利2亿至3亿元人民币,远逊市场预期,早市股价跌3.6%。同系比亚迪电子(01211.HK)跌5.1%。申洲(02313.HK)今年产能目标增长15%,获券商指产能力增长可成催化剂,早市股价升7.3%报155.6元。

其他科技股方面,腾讯(00700.HK)升1.1%报618.5元,阿里巴巴(09988.HK)升3.5%报223.8元,美团(03690.HK)反弹5%报294.4元,京东(09618.HK)升3.6%,网易(09999.HK)及百度(09888.HK)各升2%及2.5%。小米(01810.HK)发布会今日(30日)再续,股价升2%。

此外,擎天软件(01297.HK)去年纯利升82%,股价升10.6%。平安好医生(01833.HK)及京东健康(06618.HK)各升5.6%及8.2%,阿里健康(00241.HK)、同程艺龙(00780.HK)、明源云(00909.HK)、中软(00354.HK)及IGG(00799.HK)各升3.9%至5%。

丘钛(01478.HK)获多间大行上调目标价,早市股价升7.1%,信利(00732.HK)及瑞声(02018.HK)各升2.9%及2.7%,舜宇(02382.HK)升4.9%。通达(00698.HK)及鸿腾(06088.HK)各跌3.4%及4.2%。晶片股华虹半导体(01347.HK)升3.3%。

医药股跑出,信达生物(01801.HK)升7.5%,石四药(02005.HK)、药明康德(02359.HK)、威高(01066.HK)及石药(01093.HK)各升5%至6.3%,绿叶制药(02186.HK)、复星医药(02196.HK)及药明生物(02269.HK)各升3.8%至4.5%。内需股方面,统一企业中国(00220.HK)、呷哺呷哺(00520.HK)及海底捞(06862.HK)各升3.4%至4.1%,蓝月亮(06993.HK)全年纯利增21%,股价跌5.4%。体育用品股安踏(02020.HK)及滔搏(06110.HK)各升2.5%及3.6%。

奥园(03883.HK)去年多赚41%并派特别息,早市股价升12.2%。

汇控(00005.HK)升0.7%报45.4元,港交所(00388.HK)升0.1%报467.2元,友邦(01299.HK)升0.4%报96.45元。内银股农行(01288.HK)跌2.5%。

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