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《全日總結》恆指升79點 京東漲逾5% 中國恆大彈近一成
阿裏巴巴(09988.HK)及京東(09618.HK)「雙十一」渠道成交額破頂,科技股帶動港股向上。恆指高開274點,曾升279點一度高見25,527點,其後升幅曾收窄,最終全日升79點或0.32%,收25,327點;國指升65點或0.73%,收9,114點;恆生科技指數升101點或1.56%,收6,565點。大市全日成交總額1,353.92億元,滬港通南下交易淨流出3.76億元人民幣,深港通南下交易淨流入8,800萬元人民幣。 阿裏巴巴旗下天貓「雙十一」成交額5,403億人幣破紀錄,股價先升後倒跌0.5%報162.4元,京東「雙十一」累計下單金額逾3,491億人幣創新高,全日股價升5.2%報329.6元。同系京東物流(02618.HK)則跌4%。騰訊(00700.HK)升1.6%報485.2元,美團(03690.HK)升2.6%報289.8元,小米(01810.HK)升0.5%報21.15元,百度(09888.HK)及網易(09999.HK)各升2.7%及4.6%,閱文(00772.HK)及新東方在線(01797.HK)各升4.3%及5.4%,萬國數據(09698.HK)升4.4%,阿裏健康(00241.HK)升2.7%。 瑞聲(02018.HK)料第四季光學模組及塑膠鏡頭出貨量復常,股價高開後倒跌2.1%報33元,舜宇(02382.HK)及比亞迪電子(00285.HK)各升4.7%及9.6%,通達(00698.HK)跌9.7%。晶片股中芯(00981.HK)副董事長蔣尚義辭職;聯合首席執行官樑孟鬆亦辭任執行董事,全日股價跌3.8%報22.6元。電競設備股雷蛇(01337.HK)升13.9%,遊戲軟件股心動(02400.HK)及祖龍娛樂(09990.HK)各升逾6%。 內房股個別發展,富力(02777.HK)及萬科(02202.HK)各跌3%及2.4%,龍湖(00960.HK)及潤地(01109.HK)各升逾2%。恆大系方面,恆大(03333.HK)升9.9%報2.78元,恆大物業(06666.HK)跌0.7%,恆大汽車(00708.HK)升0.3%,恆騰(00136.HK)挫15.7%。 內需股方面,餐飲股海底撈(06862.HK)折讓近8%先舊後新配股淨籌23.4億元,全日股價跌9%報20.2元。農夫山泉(09633.HK)升8.5%。啤酒股潤啤(00291.HK)升2.6%。汽車股北汽(01958.HK)彈升6%報3.16元。 友邦(01299.HK)第三季新業務價值按固定匯率計升2%,全日股價升0.3%報83.2元。其餘藍籌方面,匯控(00005.HK)跌0.3%報45.3元。地產股恆隆地產(00101.HK)及長實集團(01113.HK)各跌2.6%及4.6%,紡職股申洲(02313.HK)升3.4%。 其他股份方面,光伏股保利協鑫(03800.HK)升8.8%,醫療設備股微創醫療(00853.HK)及同系微創機器人(02252.HK)各升4.8%及10.9%。
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