《半日總結》恆指升576點 大型科技股領漲 恆地升逾6%
美共和黨提出延長暫停債務上限至12月,俄羅斯擬增加向歐洲供氣觸發天然氣價格回落,市場對美債上限及通脹憂慮紓緩,刺激全球股市反彈。港股早市高開高走。恆指高開372點後升幅擴大,曾升624點見24,591點,半日升576或2.4%,報24,543點;國指升242點或2.9%,報8,654點;恆生科技指數升251點或4.3%,報6,117點。大市半日成交總額575.41億元,滬、深港通南下交易因內地國慶長假期暫停。
主要科技股顯着造好,騰訊(00700.HK)升3.5%報461.8元,阿裏巴巴(09988.HK)升5.5%報144.9元,美團(03690.HK)升7.6%報246元,小米(01810.HK)升3.9%報21.35元,京東(09618.HK)升4.8%報286.4元,百度(09888.HK)升3.8%,快手(01024.HK)及網易(09999.HK)各升8.3%及8.5%,
其餘科技股個別發展,京東健康(06618.HK)升5.7%。阿裏健康(00241.HK)升3.8%。明源雲(00909.HK)及平安好醫生(01833.HK)各跌3.5%及3.1%。晶片股ASM太平洋(00522.HK)及華虹半導體(01347.HK)各跌3.5%及4.3%,個人電腦生產商聯想集團(00992.HK)跌4%。
施政報告提出建立新界北部都會,相關概念股造好。恆地(00012.HK)升6.4%,新地(00016.HK)及新世界(00017.HK)各升2.5%及2.1%,港鐵(00066.HK)升2%。施政報告亦提出設立特殊目的收購公司(SPAC)制度及容許港股通南向交易以人民幣計價,港交所(00388.HK)升1.1%報476.2元。
金融股造好,匯控(00005.HK)升2.6%報43.55元。友邦(01299.HK)升0.8%報90.15元。內銀股工行(01398.HK)及招行(03968.HK)各升2.3%及2.8%,內險股中國平安(02318.HK)顯着反彈5%報55.25元,太保(02601.HK)及國壽(02628.HK)各升2.4%及2%。
內需股上升,萬洲(00288.HK)、恆安(01044.HK)及海底撈(06862.HK)各升逾2%,華潤啤酒(00291.HK)及百威亞太(01876.HK)各升4.5%及3.4%。汽車股比亞迪(01211.HK)亦升2.6%。油價回落,中石油(00857.HK)及中海油(00883.HK)各跌3.6%及3.9%,
恆大系方面,恆大汽車(00708.HK)升12.4%,恆騰(00136.HK)亦升9.1%。華置(00127.HK)大股東提每股4元提私有化,華置升31.4%報3.81元。中裕燃氣(03633.HK)折讓一成先舊後新配股籌近11億元,股價升0.9%報6.5元。譚仔國際(02217.HK)首日掛牌,半日收報3.12元,較上市價3.33元低出6.3%。
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