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《半日總結》恆指升185點 科技股領漲 內房股捱沽
美股三大指數創收市新高,電動車生產商特斯拉飆升8.5%破頂,港股在科技股帶動下早市向上。恆指高開454點,早段曾升485點見25,639點,其後升幅曾收窄至96點見25,251點,半日升185或0.74%,報25,339點;國指升64點或0.72%,報8,963點:恆生科技指數升143點或2.29%,報6,422點。大市半日成交總額791.78億元,滬、深港通南下交易半日分別淨流入8.82億及12.84億元人民幣。 科技股普遍上升,阿裏巴巴(09988.HK)升1.9%報162.5元,美團(03690.HK)升5%報280.8元,京東(09618.HK)升4%報318.6元,百度(09888.HK)升4.1%報163.5元,嗶哩嗶哩(09626.HK)升8.2%報628.5元,快手(01024.HK)升3.6%報103.5元。網易(09999.HK)、阿裏健康(00241.HK)、京東健康(06618.HK)及汽車之家(02518.HK)各升3.1%至3.8%。騰訊(00700.HK)逆跌0.3%報468元,小米(01810.HK)升0.5%報21.35元。 晶片股中芯(00981.HK)及華虹半導體(01347.HK)各升3.7%及5%。手機相關股通達(00698.HK)分拆通達創智A股上市申請獲接納,股價升3.7%。信利(00732.HK)料首九月多賺1.2倍至9.1億元,股價跌10.9%報2.29元。此外,贛鋒鋰業(01772.HK)明年起向特斯拉供應電池級氫氧化鋰產品,股價升5.2%報151.1元。電動車生產商比亞迪(01211.HK)升4.4%報299.8元。 內房股向下,龍湖(00960.HK)及富力(02777.HK)各跌逾4%。奧園(03883.HK)澄清附屬京漢置業借貸糾紛已和解,股價高開後倒跌5%報2.64元。融創(01918.HK)跌7.3%報15.26元。恆大系方面,中國恆大(03333.HK)半日平收報2.41元,恆大汽車(00708.HK)及恆大物業(06666.HK)各跌3%及3.9%,恆騰(00136.HK)跌6.8%。 金融股方面,匯控(00005.HK)升0.2%報47.05元,港交所(00388.HK)升0.2%報469.2元,友邦(01299.HK)升1.3%報88.95元。內銀股招行(03968.HK)跌3.7%報64.5元。 內需股方面,高鑫零售(06808.HK)中期純利倒退86%,料短期盈利能力難大幅提升,股價挫13.1%報3.72元。萬洲(00288.HK)升2.6%,恆安(01044.HK)則跌2.3%。個人電腦生產商聯想集團(00992.HK)升2.6%。物流股京東物流(02618.HK)升4.1%報31.85元。 新股方面,微創機器人(02252.HK)半日收46.05元,較上市價43.2元高6.6%。
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