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《全日總結》恆指上揚663點 恆生科指升5% 美團彈逾9%
美聯儲主席鮑威爾言論符市場預期,港股在科技股帶動下造好。恆指高開330點後升幅擴大,並以全日高位24,402點收市,升663點或2.79%。國指升243點或2.91%,報8,612點;恆生科技指數升280點或4.99%,報5,899點。大市全日成交總額1,536.02億元,滬、深港通南下交易分別淨流入30.82億及29.85億元人民幣。 科技股顯着上升,京東(09618.HK)升11%報305.2元,美團(03690.HK)升9.1%報227元,阿裏巴巴(09988.HK)及百度(09888.HK)各升5.9%及6.1%,分別報133元及155.4元。網易(09999.HK)升6.8%報168.3元,騰訊(00700.HK)升4.5%報480.8元,小米(01810.HK)升3.6%報18.82元。 萬國數據(09698.HK)及閱文(00772.HK)各升8.5%及7.9%,金山軟件(03888.HK)、微盟(02013.HK)、快手(01024.HK)、嗶哩嗶哩(09626.HK)及華虹半導體(01347.HK)各升6.1%至7.1%。攜程(09961.HK)升5.4%。 汽車股回升,理想汽車(02015.HK)及廣汽(02238.HK)各升8.1%及9.3%,小鵬汽車(09868.HK)升9.7%,比亞迪(01211.HK)升7.6%,吉利(00175.HK)及長城汽車(02333.HK)各升5.8%及6%。鋰電池材料商贛鋒鋰業(01772.HK)升5.4%。 餐飲及服務類內需股向好,九毛九(09922.HK)急彈13.3%,貓眼娛樂(01896.HK)升7.7%,頤海(01579.HK)及海底撈(06862.HK)各升6.2%及3.6%,旅行箱生產商新秀麗(01910.HK)升5.4%。此外,體育用品股安踏(02020.HK)及特步(01368.HK)各升5.9%及6.4%。 世茂(00813.HK)據報上月房地產銷售高於預期,擬兌付週六(15日)到期境內債,世茂高開後倒跌3.6%報5.43元。其餘內房股普遍向下,合景泰富(01813.HK)跌5%,雅居樂(03383.HK)及奧園(03883.HK)各跌4.1%及4%。 油價升至兩個月高,中石油(00857.HK)升3.2%。中海油(00883.HK)正組織回A工作,股價升6.8%。據報滴滴(DIDI.US)開始與港交所(00388.HK)就上市事宜進行非正式磋商,港交所升2%報461.8元。據報友邦(01299.HK)考慮出售部分澳洲壽險資產,友邦升3.6%報81.4元。
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