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《半日總結》恆指升48點 阿裏巴巴升3%撐市 濠賭及航運股揚
美國上月生產者物價指數升幅超預期,市場觀望美聯儲會議,道指跌106點或0.3%,港股昨日(14日)下跌後今早反覆靠穩。恆指高開22點,早段曾跌69點見23,566點,其後一度倒升109點見23,745點,半日升48點或0.21%,報23,684點;國指跌7點或0.09%,報8,411點;恆生科技指數跌31點或0.54%,報5,853點。大市半日成交總額縮減至556.82億元,滬、深港通南下交易半日分別淨流入12.62億及17.41億元人民幣。 科技股方面,阿裏巴巴(09988.HK)升3.4%報122.7元,推升恆指56點。騰訊(00700.HK)跌0.2%報459元,美團(03690.HK)、小米(01810.HK)、京東(09618.HK)及百度(09888.HK)各跌1.1%至1.5%。嗶哩嗶哩(09626.HK)跌4.4%報415.6元,萬國數據(09698.HK)跌6.5%。據報拜登政府考慮對中芯(00981.HK)施加更嚴厲制裁,中芯半日跌2.3%報19.54元。 金融股方面,匯控(00005.HK)升1.5%報45.15元,港交所(00388.HK)跌1.2%報457.4元,友邦(01299.HK)升0.4%報80.25元。財險(02328.HK)跌4.1%,早前公佈首11個月原保險保費收入按年升1.6%。 內房股方面,世茂股份(600823.SH)稱未發生影響公司償債能力和債券還本付息不利事項,世茂(00813.HK)反彈高開後倒跌2.5%報5.53元。華潤置地(01109.HK)及碧桂園(02007.HK)各升2.8%及2%,物管股碧桂園服務(06098.HK)半年內不配新股,主席承諾不減持,股價反彈2.6%。恆大海口8幅閒置地因逾期動工被政府無償收回,恆大(03333.HK)低開後倒升1.3%報1.62元,同系恆大汽車(00708.HK)升5.9%。 多隻內需股走軟,維達(03331.HK)及百勝中國(09987.HK)各跌3.9%及3%,安踏(02020.HK)跌3.4%報121.5元,比亞迪(01211.HK)擬明年上半年發佈首款高端車,股價跌0.6%報275.8元。港澳通關憧憬支持濠賭股,銀娛(00027.HK)及澳博(00880.HK)各升2%,新濠國際(00200.HK)及美高梅中國(02282.HK)各升逾5%。航運股造好,東方海外(00316.HK)及中遠海控(01919.HK)各升5.6%及4.8%,太平洋航運(02343.HK)升2.3%。 電力股受支持,華潤電力(00836.HK)、華能國電(00902.HK)及大唐發電(00991.HK)各升7.4%至7.7%,華電國際(01071.HK)升8.9%。光伏股保利協鑫(03800.HK)折讓2.4%配股籌51億元,該股升11.8%報2.85元。
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