恒科指数涨3%重越8,200关 京东健康及联想集团涨近8%-13%
道指三连涨昨晚再创纪录高,但美国有对冲基金「爆煲」,加上美国10年期债息再度升破1.7%,费城半导体指数吐近1.7%,拖累纳指跑输曾回吐1.3%,收市跌0.6%。不过,本港恒科指数於期结日及季结前夕曾反弹逾3%,高见8,239,现造8,226,反弹3%。
成份股普遍反弹逾1%-3%,其中阿里巴巴(09988.HK)续弹3%曾高见225.2元,受制20天及10天线(225.8元);发布多项新产品的小米(01810.HK)、瑞声(02018.HK)及华虹半导体(01347.HK)升2%-3.4%,分别报25.55元、39.9元及43.4元,後者重越10天及20天线(42.6元及43.25元)。
获联想控股(03396.HK)斥2.25亿元增持至30.18%的联想集团(00992.HK)再憧憬产品涨价,股价曾急涨13%至11.36元,为2015年6月以来最高,现造11.3元,急涨12.6%,成交增至1.3亿股,涉资14.29亿元。受惠於疫情下在家工作导致产品需求大增及零部件价格上涨,市传Acer及华硕将於下季起上调手提电脑价格5%-10%为十年来罕见大幅涨价。
京东健康(06618.HK)重越10天及20天线(110.25-112.64元),最高见117元,现造115.1元,反弹7.9%。该公司受累於可转换优先股公允价值亏损按年飙近13倍至175.39亿人民币,去年亏损大幅扩至172.34亿元人民币;但按非国际财务准则计,去年盈利倍增至7.48亿人民币。
阿里健康(00241.HK)、平安好医生(01833.HK)、明源云(00909.HK)、舜宇(02382.HK)及美团-W(03690.HK)升逾4%-5%,分别报22.4元、98.65元、35.9元、180.9元及294.6元。
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