《全日總結》恆指升487點 科網及金融股領漲 招行彈5%
港股今日在科技股帶動下上升。恆指高開323點後升幅擴大,最多升599點高見25,437點,全日升487點或2%,收25,325點;國指升223點或2.5%,收8,999點。恆生科技指數升196點或3.2%,收6,403點。大市全日成交總額1,629.28億元,滬、深港通南下交易分別淨流入8.32億及24.36億元人民幣。
市監局就美團(03690.HK)「二選一」壟斷行爲罰款34.4億人民幣,少於市場預期,美團升8.4%報277.4元。其他科技股顯着造好,騰訊(00700.HK)升2.9%報496元,阿裏巴巴(09988.HK)升7.9%報167.8元,小米(01810.HK)升2.4%報21.65元,京東(09618.HK)升5.2%報311.6元。百度(09888.HK)升6.4%,網易(09999.HK)及嗶哩嗶哩(09626.HK)各升4.6%及4.8%,快手(01024.HK)升5.1%報88元。京東健康(06618.HK)及微盟(02013.HK)各升8.4%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13.4%,聯想控股(03396.HK)跌12.5%。5G概念股現炒作,京信通信(02342.HK)及長飛光纖光纜(06869.HK)各升7.4%及13.8%。
內房股普遍下跌,世茂(00813.HK)、合景泰富(01813.HK)及奧園(03883.HK)各跌5.4%至5.6%,龍光(03380.HK)及中國金茂(00817.HK)各跌4.4%及4.2%。恆大系方面,恆大新能源汽車註冊資本增至25.15億美元,恆大汽車(00708.HK)升2%。恆騰(00136.HK)升4.2%。
金融股方面,匯控(00005.HK)升2.6%報45元,渣打(02888.HK)升2.4%報51.6元。港交所(00388.HK)及友邦(01299.HK)各跌0.2%及1.5%。內銀股招行(03988.HK)升5%報63元,內險股中國平安(02318.HK)升3.5%報59.85元。
內需股個別發展,海底撈(06862.HK)升4.1%,安踏(02020.HK)跌4.5%。汽車股比亞迪(01211.HK)及長汽(02333.HK)各升5.2%及3.9%。環保股下跌,光大環境(00257.HK)及北控水務(00371.HK)各跌3.6%及3.9%。環保能源股龍源(00916.HK)跌8.9%,信義光能(00968.HK)升3.7%。山西洪災致60座煤礦停產,神華(01088.HK)及兗煤(01171.HK)升3.9%及4.4%。
航運股回吐,中遠海控(01919.HK)預報首九月多賺16.5倍,全日股價倒跌2.4%。東方海外(00316.HK)第三季總收益按年增1.25倍,全日股價升0.5%。
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