《半日總結》恆指升115點 中芯彈逾5% 比亞迪破頂揚
港股早市造好。恆指今早高開97點,早段曾倒跌41點一度低見25,976點,其後再度向上,曾升177點一度高見26,195點,半日升115或0.4%,報26,132點;國指升98點或1.1%,報9,372點;恆生科技指數升125點或1.9%,報6,761點。大市半日成交總額713.29億元,滬、深港通南下交易半日分別淨流入2.988億及7.49億元人民幣。
晶片股中芯(00981.HK)升5.2%報23.25元。手機相關股亦受捧,丘鈦(01478.HK)升8.1%,比亞迪電子(00285.HK)及瑞聲(02018.HK)各升6.6%及5.4%,信利(00732.HK)及舜宇(02382.HK)各升4.4%及2.4%。
科技股普遍上升,騰訊(00700.HK)升1.1%報511元,阿裏巴巴(09988.HK)升0.1%報174元,小米(01810.HK)及美團(03690.HK)各升1.3%及1%,京東(09618.HK)跌0.2報326.2元,百度(09888.HK)升1.4%。此外,快手(01024.HK)升4.7%報101.2元。網易(09999.HK)及明源雲(00909.HK)各升3.3%,微盟(02013.HK)升4.5%,海爾智家(06690.HK)升7.2%。
銀保監指在貸款首付比和利率上支持首套房購房者,內房股造好,融創(01918.HK)及奧園(03883.HK)各升8%及7.8%,龍湖(00960.HK)及合景泰富(01813.HK)各升6.4%,世茂(00813.HK)及潤地(01109.HK)各升4.3%及4.9%,富力(02777.HK)及中海外(00688.HK)各升3.8%及3.3%。
中國恆大(03333.HK)及恆大物業(06666.HK)各升4.3%及4%,同系恆大汽車(00708.HK)及恆騰(00136.HK)各升3.8%及2.4%。
車股受捧,比亞迪(01211.HK)升5%報296.2元,盤中見296.8元新高。理想汽車(02015.HK)升4.3%。體育用品股安踏(02020.HK)及李寧(02331.HK)各升2.8%及4.4%。其他內需股方面,頤海(01579.HK)及中國飛鶴(06186.HK)各升4.6%及4%。維達(03331.HK)首三季經營溢利按年跌13%,股價挫7.9%報21.55元。
其他藍籌方面,匯控(00005.HK)跌0.2%報46.4元,港交所(00388.HK)跌0.8%報477.4元,友邦(01299.HK)跌0.9%報88.9元,中移動(00941.HK)升0.5%報49.25元。中石油(00857.HK)回吐3.7%。
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