《半日總結》恆指升39點 匯控造好 藥股及教育股受壓
阿思達克 01-26 12:28
美股道指收市反覆跌66點或0.2%，道指期貨亞洲早市靠穩。港股早市反覆。恆指高開99點，早段升243點一度高見24,487點，其後曾倒跌21點一度低見24,221點，半日升39或0.16%，報24,283點；國指升13點或0.16%，報8,517點；恆生科技指數升40點或0.74%，報5,593點。大市半日成交總額697.11億元，滬、深港通南下交易半日分別淨流入13.08億及15.36億元人民幣。
恆騰(00136.HK)向騰訊(00700.HK)等溢價逾9%配股淨籌3億元，恆騰昇6.1%報2.43元，騰訊升0.7%報470元。其他科技股方面，阿裏巴巴(09988.HK)跌0.1%報116.7元，美團(03690.HK)及小米(01810.HK)各跌0.6%及0.2%，京東(09618.HK)及百度(09888.HK)各升1.3%及1.9%，網易(09999.HK)反彈3.1%報154.7元。快手(01024.HK)及雲音樂(09899.HK)各升5.3%及5.5%。
國務院總理李克強指不搞大水漫灌，中銀保監指嚴防銀保資金被用於盲目加槓桿，內房股個別發展，恆大(03333.HK)、中海外(00688.HK)、碧桂園(02007.HK)及華潤置地(01109.HK)各升1.1%至1.7%。萬科(02202.HK)跌1.5%。世茂(00813.HK)擬聘德勤爲財務顧問，稱屬正常程序，股價跌0.2%報6.08元。
市場關注內地啓動藥品集中帶量採購工作，醫藥股受壓，信達生物(01801.HK)跌7.6%，藥明康德(02359.HK)及中國中藥(00570.HK)各跌6.8%及6.4%，藥明生物(02269.HK)跌5.1%，國藥(01099.HK)亦跌3.9%。
內需股個別發展，維達(03331.HK)去年純利跌13%，末期息增至40仙，早市股價升4.1%報20.75元。百威亞太(01876.HK)升3%。中國旺旺(00151.HK)、潤啤(00291.HK)及呷哺呷哺(00520.HK)各跌2.8%至3.4%，蒙牛(02319.HK)及九毛九(09922.HK)各跌2.2%。
多隻教育股急跌，宇華(06169.HK)及中教(00839.HK)各挫11.6%及25.3%，希望教育(01765.HK)及新高教(02001.HK)各跌逾9%。
國際銀行股反彈，匯控(00005.HK)升2.8%報53.8元，渣打(02888.HK)升4.1%報54.25元。其他藍籌方面，港交所(00388.HK)跌1.2%報462元。美銀證券降申洲(02313.HK)盈測反映人幣升值等不利因素，申洲跌6.7%。
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