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《半日總結》恆指升4點 內房及物管股受捧 碧服漲近7%
美債孳息在亞洲時段進一步上揚,美股期貨偏軟,恆指早市在內房股急升帶動下反覆靠穩。恆指高開117點,早段曾升173點一度高見24,286點,其後曾倒跌14點低見24,097點,半日升4點或0.02%,報24,117點;國指升10點或0.13%,報8,459點;恆生科技指數跌8點或0.14%,報5,690點。大市半日成交總額600.91億元,滬、深港通南下交易分別淨流入8.61億及10.86億元。 多間券商發報告唱好內房股,內房股造好。旭輝(00884.HK)及世茂(00813.HK)各升7.3%及6%,碧桂園(02007.HK)、富力(02777.HK)及中海外(00688.HK)各升4.9%至5.4%,龍湖(00960.HK)、潤地(01109.HK)、合景泰富(01813.HK)、融創(01918.HK)、恆大(03333.HK)、雅居樂(03383.HK)及奧園(03883.HK)各升3.6%至4.3%。 物管股碧服(06098.HK)升6.9%,華潤萬象生活(01209.HK)及保利物業(06049.HK)各升5.1%及5.4%,恆大物業(06666.HK)升3.4%。 建材股造好,海螺水泥(00914.HK)及中建材(03323.HK)各升4.2%及5.1%,潤泥(01313.HK)升3.4%。玻璃股信義玻璃(00868.HK)升6.1%。 科技股方面,阿裏巴巴(09988.HK)跌0.9%報125.3元。騰訊(00700.HK)升0.3%報454.2元,美團(03690.HK)升0.4%報216.6元,小米(01810.HK)跌0.5%報18.5元。京東(09618.HK)與Shopify達成戰略合作協議,股價升2.4%報285.8元。百度(09888.HK)及網易(09999.HK)各升1.9%及1.4%。同程旅行(00780.HK)升4.5%。 醫藥股向下,藥明康德(02359.HK)料去年純利最多增70%,股價反跌6.2%,同系藥明生物(02269.HK)跌2.7%。威高(01066.HK)、康希諾(06185.HK)及中國中藥(00570.HK)各跌3.5%至4.4%。 金融股方面,匯控(00005.HK)回吐近0.4%報54.35元,港交所(00388.HK)升近0.2%報453.4元,友邦(01299.HK)升1%報83.15元,渣打(02888.HK)跌2.4%報54.55元。 燃氣股向下,新奧能源(02688.HK)跌4.4%。
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