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《半日總結》恆指升553點 美團及阿裏彈逾9% 內房股弱
港股早市在科技股帶動下上升。恆指高開323點後升幅擴大,最多升560點一度高見25,398點,半日升553點或2.2%,報25,391點;國指升250點或2.9%,報9,025點。恆生科技指數升227點或3.7%,報6,434點。大市半日成交總額922.97億元,滬、深港通南下交易半日分別淨流入7.77億及17.39億元人民幣。 市監局就美團(03690.HK)「二選一」壟斷行爲罰款34.4億人幣,少於市場預期,美團早市股價升9.2%報279.6元。其他科技股顯着造好,騰訊(00700.HK)升3%報496.2元,阿裏巴巴(09988.HK)升9.4%報170.1元,小米(01810.HK)升2.6%報21.7元,京東(09618.HK)升5.3%報311.8元。 百度(09888.HK)升6.4%,網易(09999.HK)及嗶哩嗶哩(09626.HK)各升5.4%,快手(01024.HK)升7.5%報90元。京東健康(06618.HK)及微盟(02013.HK)各升9.1%及6.2%,聯想集團(00992.HK)撤回科創板公開發行CDR申請,聯想集團跌14.2%,聯想控股(03396.HK)跌12%。 內地上調成品油價格刷年內最大漲幅,中石化(00386.HK)及中石油(00857.HK)各升2%及1.7%,被紐約證交易除牌的中海油(00883.HK)升1%。山西洪災致60座煤礦停產,神華(01088.HK)揚4%,兗煤(01171.HK)揚5.3%。 內房股下跌,世茂(00813.HK)及合景泰富(01813.HK)各跌5.6%及5.3%,龍光(03380.HK)及奧園(03883.HK)各跌4.4%及4.3%。恆大恆馳新能源汽車研究院(上海)資本增至10億人幣,恆大汽車(00708.HK)升4.4%。 其他藍籌方面,匯控(00005.HK)升2.2%報44.8元,港交所(00388.HK)升0.7%報475.4元,友邦(01299.HK)跌1.2%報88.9元。 航運股中遠海控(01919.HK)預報首九月多賺16.5倍,股價倒跌1.9%。東方海外(00316.HK)第三季總收益按年增1.25倍,早市股價升3.5%。資源股中鋁(02600.HK)跌5.6%。紫金(02899.HK)擬斥逾49億人幣收購加拿大新鋰公司,股價炒高7.8%。
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