《全日總結》恆指升5點 匯控績後靠穩 比亞迪破頂
美股道指上週五(25日)升73點或0.2%創收市新高,港股早市向好。恆指低開106點,早段曾跌197點見25,929點,其後曾倒升85點見26,212點,午市窄幅爭持,全日升5點或0.02%,收26,132點;國指跌34點或0.37%,收9,322點;恆生科技指數跌9點或0.14%,收6,744點。大市全日成交總額1,112.19億元,滬、深港通南下交易分別淨流入9.72億及29.36億元人民幣。
匯控(00005.HK)第三季列賬基準除稅前利潤按年增長75.8%勝預期,擬斥最多20億美元回購股份,全日股價升0.4%報46.7元。
人大授權國務院部份地區開展房地產稅改革試點工作,內房股下跌。世茂(00813.HK)及奧園(03883.HK)各跌7.7%及7.5%,合景泰富(01813.HK)、富力(02777.HK)、中國金茂(00817.HK)、旭輝(00884.HK)、融創(01918.HK)及雅居樂(03383.HK)各跌4%至4.8%,碧桂園(02007.HK)跌3.1%。旭輝永升服務(01995.HK)先舊後新配股淨籌逾13億,股價跌8%報15.9元。另外,水泥股海螺水泥(00914.HK)及華潤水泥(01313.HK)各跌2.7%及4.6%。
許家印指恆大十年內轉型至新能源車業,恆大汽車(00708.HK)漲11.4%報4元,恆大集團稱深圳、東莞、珠海等地項目正有序地復工復產,中國恆大(03333.HK)跌0.7%。恆大物業(06666.HK)則跌5.6%。
科技股方面,野村大幅上調快手(01024.HK)目標價,料季度虧損低於預期,快手升5.7%報108元。騰訊(00700.HK)跌0.9%報505元,小米(01810.HK)及阿裏巴巴(09988.HK)各跌0.2%、美團(03690.HK)跌0.8%。
內地疫情反覆,內需股普遍向下,餐飲股九毛九(09922.HK)、海底撈(06862.HK)及呷哺呷哺(00520.HK)各跌8.2%、9.1%及5.1%,電影股阿裏影業(01060.HK)跌4.4%,啤酒股百威亞太(01876.HK)跌3.7%。航空股東航(00670.HK)跌3.6%。維達(03331.HK)績後持續走弱,全日再跌6%報20.5元。體育用品股安踏(02020.HK)及361度(01361.HK)各跌3.7%及7.2%。內地生豬期貨主力合約漲停,萬洲(00288.HK)升2.3%。乳業股蒙牛(02319.HK)亦升2.5%。
汽車股續見買盤,比亞迪(01211.HK)升2.5%報302.8元,盤中見305元新高、長汽(02333.HK)升4.3%。電力股上升,龍源(00916.HK)及華潤電力(00836.HK)各升8.5%及4.9%,中國電力(02380.HK)升3.8%。
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