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《全日總結》恆指升377點 科技股揚 「B站」彈12%
港股在科技股帶動下造好。恆指高開61點,早段升幅曾擴大至398點見25,808點,其後在高位徘徊,全日升377點或1.49%,收25,787點;國指升164點或1.84%,收9,136點;恆生科技指數升194點或3.07%,收6,518點。大市全日成交總額1,205.77億元。滬、深港通南下交易分別淨流入1.84億及5.44億元。 科技股方面,小米(01810.HK)預計汽車將於2024年上半年量產,全日股價升5.4%報22.5元。大摩料嗶哩嗶哩(09626.HK)上季收入按年升64%勝指引,嗶哩嗶哩股價漲12%報601.5元。阿裏巴巴(09988.HK)股價升1.2%報164.8元。其他科技股方面,騰訊(00700.HK)升0.4%報499元,美團(03690.HK)及京東(09618.HK)各升1.9%及1.6%,快手(01024.HK)升9.5%報90元,阿裏健康(00241.HK)、衆安在線(06060.HK)及微盟(02013.HK)各升5.3%至5.9%。 蘋果發佈新設計MacBookPro,舜宇(02382.HK)升4.2%報210.4元,比亞迪電子(00285.HK)升10.1%報27.35元,通達(00698.HK)及高偉電子(01415.HK)亦炒高8.8%及7.3%。 金融股方面,港交所(00388.HK)首隻A股期貨合約首日獲近1億美元名義成交價值,股價升2.6%報482.8元。友邦(01299.HK)升2.3%報89.45元。19家香港銀行可開展跨境理財通業務,匯控(00005.HK)及恆生(00011.HK)各回吐0.1%及1%。 乳業股見追捧,原生態(01431.HK)及中國飛鶴(06186.HK)各升18.8%及8.9%,雅士利(01230.HK)升5.4%,蒙牛(02319.HK)亦升2.7%。其餘內需股造好,萬洲(00288.HK)及康師傅(00322.HK)各升2.5%及3.5%,體育用品股特步(01368.HK)升7.8%,安踏(02020.HK)及李寧(02331.HK)各升3.2%及2.9%。汽車股吉利(00175.HK)擬現金加新股增持極氪10%權益,股價升2.2%。醫藥股石藥(01093.HK)漲5.1%。 瑞信指申洲國際(02313.HK)旗下越南工廠服裝及面科部門設備使用率已回覆各80%及90%,該股升5.5%報171.9元,爲升幅最大藍籌。花旗下調澳門10月賭收預測,濠賭股美高梅中國(02282.HK)及金沙中國(01928.HK)各跌1.1%及1%。航運股中遠海控(01919.HK)控股股東未來半年擬斥不逾20億人幣增持A股及H股,股價漲7.4%,東方海外(00316.HK)亦升7.5%。
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