《全日總結》恆指升208點 中資金融及地產股揚
內地上半年經濟增長12.7%符預期,市場對內地減息預期降溫,推動中資金融股造好,帶動港股上升。恆指高開13點後升幅擴大,曾升393點一度高見28,181點,全日升208點或0.75%,收27,996點;國指升109點或1.1%,收10,174點;恆生科技指數跌6點或0.08%,收7,661點。大市全日成交總額1,510.91億元,滬港通南下交易淨流出1.15億元人民幣,深港通南下交易淨流入17.09億元人民幣。
藍籌股匯控(00005.HK)跌0.5%報44.15元,港交所(00388.HK)跌0.4%報505元,友邦(01299.HK)升0.8%報96.05元。主要科技股方面,騰訊(00700.HK)升1.5%報565元,阿裏巴巴(09988.HK)升2%報210.6元,小米(01810.HK)跌0.7%報26.95元,美團(03690.HK)及京東(09618.HK)各升0.1%及0.4%,百度(09888.HK)跌0.5%。
內銀及內險股上升,郵儲行(01658.HK)及招行(03968.HK)各升5.7%及5%,建行(00939.HK)升2.2%。中國平安(02318.HK)升3.7%報73.05元,中國太平(00966.HK)、新華保險(01336.HK)、財險(02328.HK)及太保(02601.HK)各升2%至2.9%。衆安在線(06060.HK)半年原保費收入年增45.5%,股價急彈16.6%。
內房股亦造好,中海外(00688.HK)、世茂(00813.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4.8%。內地物管股中海物業(02669.HK)及奧園健康(03662.HK)各升逾6%。
其他科技股方面,快手(01024.HK)跌3.5%。心動(02400.HK)跌7%,恆騰(00136.HK)跌4.9%,新東方在線(01797.HK)、京東健康(06618.HK)及微盟(02013.HK)各跌2.8%至3.4%。手機相關股通達(00698.HK)及信利(00732.HK)各升3.2%及4.7%,富智康(02038.HK)跌4.2%。
餐飲股海底撈(06862.HK)回吐4%。頤海(01579.HK)及九毛九(09922.HK)各跌4.8%及3.8%。恆安(01044.HK)、國美(00493.HK)及貓銀娛樂(01896.HK)各跌3%至4.3%。體育用品股特步(01368.HK)及李寧(02331.HK)各升6.9%及4.1%。汽車股比亞迪(01211.HK)再遭喜馬拉雅資本減持,股價跌3.3%。內媒報道北汽(01958.HK)擬迴歸A股,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。股價升幅收窄至3.2%。
航運股招商局港口(00144.HK)及中遠海運港口(01199.HK)各升4.9%及4%。公用股見追捧,粵海投資(00270.HK)升3.9%。
贛鋒鋰業(01772.HK)獲大和上調目標價,全日股價升3.8%。醫藥股個別發展,石四藥(02005.HK)跌8.7%,復星醫藥(02196.HK)升5.6%。
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