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《全日總結》恆指升322點 科技及濠賭股造好
中美元首視像會議同意加強合作,港股在科技股帶動下造好。恆指高開55點後升幅擴大,午後曾升355點一度高見25,746點,全日升322點或1.27%,收25,713點;國指升140點或1.54%,收9,225點;恆生科技指數升111點或1.68%,收6,712點。大市全日成交總額1,310.37億元,滬港通南下交易淨流出13.38億元人民幣,深港通南下交易淨流入13.01億元人民幣。 市場關注賭牌檢討有否方向性指引,澳門行政長官賀一誠指按有利行業穩定及保障就業方向,依法推進博彩經營權重新競投工作。濠賭股向上,永利澳門(01128.HK)升6.8%,銀娛(00027.HK)、新濠國際(00200.HK)、澳博(00880.HK)及金沙中國(01928.HK)各升5.1%至6%,美高梅中國(02282.HK)升3.4%。 科技股方面,騰訊(00700.HK)再減持恆騰網絡(00136.HK)套現1.7億,騰訊全日股價升2.2%報502.5元,恆騰網絡跌7%報1.59元。沙地阿拉伯主權財富基金PIF上季增持阿裏巴巴,阿裏巴巴港股(09988.HK)升2.3%報165.2元。 小米(01810.HK)升2.3%報21.8元,美團(03690.HK)升2.7%報297.4元,京東(09618.HK)及百度(09888.HK)各升0.7%及1.4%,快手(01024.HK)升2.9%報101.9元,網易(09999.HK)及嗶哩嗶哩(09626.HK)各升4%及3.2%。 內房股反彈,合景泰富(01813.HK)及龍光(03380.HK)各升4.6%及4.9%,潤地(01109.HK)、世茂(00813.HK)、中國金茂(00817.HK)及富力(02777.HK)各升2.5%至2.9%。 中國恆大(03333.HK)及恆大物業(06666.HK)各升2.2%及3.4%,恆大汽車(00708.HK)升3.5%。物管股碧桂園服務(06098.HK)及中海物業(02669.HK)各升4.3%及5.4%,保利物業(06049.HK)升19.2%,公司建議採納限制性股票激勵計劃及首次授予方案。 佳兆業系方面,佳兆業美好(02168.HK)及佳兆業資本(00936.HK)各跌10.6%及10.9%,佳兆業健康(00876.HK)漲25.8%。 內需股維他奶(00345.HK)及蒙牛(02319.HK)各升3.8%及3%,農夫山泉(09633.HK)升7.4%。。其他藍籌方面,匯控(00005.HK)升1.3%報45.8元。
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