《半日總結》恆指升339點 內銀及內險股領漲
內地公佈上半年GDP按年增12.7%符預期，市場對內地未來減息預期降溫，推動中資金融股造好，帶動港股早市上升。恆指高開13點後升幅擴大，曾升393點一度高見28,181點，半日升339點或1.2%，報28,126點；國指升139點或1.4%，報10,205點；恆生科技指數升5點或0.07%，報7,672點。大市半日成交總額842.34億元，滬、深港通南下交易半日錄得淨流入金額分別爲2.61億及11.19億元人民幣。
內銀及內險股上升，建行(00939.HK)及工行(01398.HK)各升2.6%及2.5%，郵儲行(01658.HK)及招行(03968.HK)各升7.4%及4.8%。中國平安(02318.HK)升4%報73.3元，中國太平(00966.HK)、新華保險(01336.HK)、財險(02328.HK)、太保(02601.HK)及國壽(02628.HK)各升2.8%至3.5%。衆安在線(06060.HK)半年原保費收入年增45.5%，股價急彈13.3%。中銀香港(02388.HK)升3.4%報26.15元。
內房股亦造好，中海外(00688.HK)、潤地(01109.HK)、合景泰富(01813.HK)、萬科(02202.HK)及雅居樂(03383.HK)各升2.1%至3%，融創(01918.HK)升4.1%。內地物管股中海物業(02669.HK)、雅生活(03319.HK)、奧園健康(03662.HK)及碧桂園服務(06098.HK)各升3.2%至4.1%。本港地產股新地(00016.HK)、新世界(00017.HK)、九倉置業(01997.HK)及長實集團(01113.HK)各升2.1%至2.7%。綜合類股太古A(00019.HK)升4%。
科技股方面，騰訊(00700.HK)升2.2%報569元，阿裏巴巴(09988.HK)升3.1%報212.8元，小米(01810.HK)跌0.4%報27.05元，美團(03690.HK)及京東(09618.HK)各升0.4%及0.5%，百度(09888.HK)跌0.5%。
此外，心動(02400.HK)及祖龍娛樂(09990.HK)各跌6.3%及6.1%，阿裏健康(00241.HK)、快手(01024.HK)、新東方在線(01797.HK)、京東健康(06618.HK)、明源雲(00909.HK)及微盟(02013.HK)各跌2%至3.3%。恆騰(00136.HK)跌5.3%。手機相關股通達(00698.HK)及信利(00732.HK)各升4.3%及2.8%，富智康(02038.HK)跌2.5%。
內需股，恆安(01044.HK)跌4.2%，國美(00493.HK)及維達(03331.HK)各跌逾2%。餐飲股頤海(01579.HK)跌5.3%，海底撈(06862.HK)及九毛九(09922.HK)各跌3.7%及3.9%，呷哺呷哺(00520.HK)跌2.5%。體育用品股上升，特步(01368.HK)及李寧(02331.HK)各升4.7%及4.1%，安踏(02020.HK)升2.3%。汽車股比亞迪(01211.HK)再遭喜馬拉雅資本減持，早市股價跌4.1%。內媒報道北汽(01958.HK)擬迴歸A股，早市股價急升18.4%，公司其後澄清遞交輔導工作報告不代表目前有計劃A股上市。恆大汽車(00708.HK)跌6.4%。
航運股個別發展，招商局港口(00144.HK)及中遠海運港口(01199.HK)各升3.8%及3.2%，東方海外(00316.HK)及中遠海控(01919.HK)各跌3.8%及4.6%。公用股見追捧，粵海投資(00270.HK)升4.7%，燃氣股潤燃(01193.HK)及新奧能源(02688.HK)各升5.2%及4.5%，中國燃氣(00384.HK)升2.5%。
贛鋒鋰業(01772.HK)獲大和上調目標價，股價升3.8%。
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