《半日總結》恆指升185點 內銀股偏好 比亞迪彈逾8%
美股三大指數上週五(9日)創收市新高，人行公佈下調金融機構存款準備金率0.5個百分點，釋放長期資金約1萬億人民幣，推動港股早市造好。恆指高開328點，早段曾升396點一度高見27,741點，其後升幅曾收窄至75點見27,420點。半日升185點或0.7%，報27,530點；國指升77點或0.8%，報9,963點；恆生科技指數升75點或1%，報7,504點。大市半日成交總額868.67億元，滬港通南下交易半日淨流入13.17億元人民幣，深港通南下交易半日淨流出4.71億元人民幣。
科技股普遍上升，阿裏巴巴(09988.HK)升0.7%報196.8元，美團(03690.HK)升2.4%報286元，京東(09618.HK)升1.9%報284.2元，嗶哩嗶哩(09626.HK)升4.8%報836元，百度(09888.HK)升0.3%，小米(01810.HK)平收報26.7元。市監局禁止騰訊(00700.HK)旗下虎牙及鬥魚合併，騰訊股價跌1.6%報530元。快手(01024.HK)跌2.3%報149.3元。
其他科技股方面，IGG(00799.HK)及京東健康(06618.HK)各升8.7%及5.2%，阿裏健康(00241.HK)、同程藝龍(00780.HK)、美圖(01357.HK)、衆安在線(06060.HK)、心動(02400.HK)及金山軟件(03888.HK)各升2.8%至3.7%。汽車之家(02518.HK)跌3.7%。手機相關股通達(00698.HK)、信利(00732.HK)、丘鈦(01478.HK)及鴻騰(06088.HK)各升3.2%至4.3%。晶片股華虹半導體(01347.HK)升4.6%。電訊設備股中興(00763.HK)上半年淨利預增105%至132%，股價升10%。電信股中移動(00941.HK)及中電信(00728.HK)各升1.3%及2.1%。
金融股方面，匯控(00005.HK)升1.4%報44.15元，渣打(02888.HK)升2.3%報48.48元，友邦(01299.HK)跌0.8%報93.8元。國家網信辦指，掌握逾100萬用戶個人信息運營者赴國外上市必須申報，港交所(00388.HK)升2%報499.8元。人行公佈週四(15日)起下調金融機構存款準備金率，內銀股交行(03328.HK)、招行(03968.HK)、中行(03988.HK)及建行(00939.HK)各升不足1%，工行(01398.HK)跌0.2%。券商股信證(06030.HK)、中信建投(06066.HK)、光證(06178.HK)及中國銀河(06881.HK)各升2.8%至3.4%。
內需股方面，海底撈(06862.HK)、農夫山泉(09633.HK)及頤海(01579.HK)各升6.7%至8.3%，康師傅(00322.HK)及貓眼娛樂(01896.HK)各升2.6%及3.1%，九毛九(09922.HK)升4.2%。體育用品股特步(01368.HK)及李寧(02331.HK)各回吐4.4%及4%。汽車股見追捧，吉利(00175.HK)及北汽(01958.HK)各升4%及4.6%，比亞迪(01211.HK)升8.5%，鋰電池材料商贛鋒鋰業(01772.HK)升7.1%報141.9元。
醫藥股普遍上揚，藥明康德(02359.HK)升6.5%，信達生物(01801.HK)升4.7%。建滔積層板(01888.HK)料半年純利按年增長3.3倍至3.8倍，股價高開4.2%報16.86元，同系建滔(00148.HK)料半年純利按年升3.5倍至4倍，股價升7.1%。
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