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《半日總結》恆指升98點 京東健康彈逾15% 小米挫逾7%
市場繼續觀望俄烏衝突進展,港股早市反覆上升。恆指高開86點,早段曾升252點見21,937點,其後升幅收窄,半日升98點或0.45%,報21,783點;國指升48點或0.66%,報7,445點;恆生科技指數升34點或0.78%,報4,529點。大市半日成交總額675.6億元,滬、深港通南下交易半日分別淨流入3.56億及14.25億元人民幣。 京東健康(06618.HK)去年虧損收窄至10.74億人幣,宣布進行30億元股份回購,今日早市股價升15.6%報48.5元。京東(09618.HK)升2.5%報230.4元。美團(03690.HK)季績勝預期,半日股價升5.6%報159.1元。微盟(02013.HK)去年虧損收窄獲花旗唱好,半日股價急彈18.7%報5.28元。 其他科技股方面,騰訊(00700.HK)升2.2%報374.4元,阿里巴巴(09988.HK)升1.6%報112.9元,小米(01810.HK)挫7.3%報13.42元,百度(09888.HK)升1.8%,網易(09999.HK)跌2.4%。阿里健康(00241.HK)、萬國數據(09698.HK)、汽車之家(02518.HK)及雲音樂(09899.HK)各升6.7%至7.5%,攜程(09961.HK)、平安好醫生(01833.HK)及同程旅行(00780.HK)各升4.3%至4.8%。 多隻內房股受壓。融創中國(01918.HK)延遲公布年度業績,並在周五(1日)起停牌,半日股價急挫19.4%報3.98元,富力(02777.HK)及世茂(00813.HK)各跌7.9%及6.9%,龍光(03380.HK)、雅居樂(03383.HK)及奧園(03883.HK)各跌4.7%至6.4%,碧桂園(02007.HK)則升4.5%。 消費及內需股方面,中國飛鶴(06186.HK)去年純利跌8%,半日股價跌8%報7.45元。農夫山泉(09633.HK)去年純利增36%,半日股價升2.4%報38.95元。萬洲(00288.HK)去年生物公允價值調整前純利升7%,早市股價升1.1%報4.79元。康師傅(00322.HK)去年少賺6%遭多間大行下調目標價,半日股價跌5.6%。 汽車股吉利(00175.HK)及蔚來(09866.HK)各升3.1%及4.8%,醫藥股復星醫藥(02196.HK)、藥明生物(02269.HK)、信達生物(01801.HK)及華潤醫藥(03320.HK)各升3.8%至5.2%,康希諾(06185.HK)則跌5.3%。 金融股方面,匯控(00005.HK)跌1.3%報53.05元,港交所(00388.HK)跌0.4%報370.8元,友邦(01299.HK)平收報80.45元。恆生(00011.HK)跌2.6%。
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