《全日總結》恆指升65點 匯控及恆生績後均跌逾4%
人行5月15日起降外匯存款準備金率1個百分點,港股在科網股帶動下上升。恆指高開119點,其後升幅擴大至389點一度高見20,258點,但內地股市午後下跌,港股尾市反覆上落,全日升65點或0.33%,收19,934點;國指升62點或0.94%,收6,747點;恆生科技指數升109點或2.87%,收3,915點。大市全日成交總額1,227.95億元,滬、深港通南下交易分別淨流入4.42億及7.17億元人民幣。
匯控(00005.HK)全日價跌4.2%報49.5元,中午首季列賬基準除稅前利潤按年下跌28%,集團截至3月底普通股權一級資本比率降至14.1%,指爲維持把中期普通股權級比率維持在14%至14.5%的目標範圍,令其無法在本階段於2022年展開進一步回購,消息令市場失望。同系恆生(00011.HK)中期息遭削減,全日股價跌4.8%報145元。
中資金融股午後表現遜色,招行(03968.HK)跌4.3%報44.7元,郵儲行(01658.HK)跌2.6%報6.08元。中國太平(00966.HK)、新華保險(01336.HK)及中國太保(02601.HK)各跌3.5%至4.2%,中國平安(02318.HK)及國壽(02628.HK)各跌2.5%及2.8%。
科網股抽升,京東(09618.HK)升5.7%報212.2元,網易(09999.HK)升6.7%報142.3元,百度(09888.HK)及快手(01024.HK)各升5.2%及5%,美團(03690.HK)升4.8%報145.3元,阿裏巴巴(09988.HK)升3.7%報84.9元,騰訊(00700.HK)升2.6%報335.8元。此外,京東健康(06618.HK)升4.6%,嗶哩嗶哩(09626.HK)、阿裏健康(00241.HK)及閱文(00772.HK)各升3.1%至3.5%。
手機相關股丘鈦(01478.HK)及瑞聲(02018.HK)各升6%及3.9%,舜宇(02382.HK)升3.6%,晶片股華虹半導體(01347.HK)升3.9%。中興(00763.HK)首季多賺1.6%,獲大行唱好,全日股價升4.8%。
汽車股反彈,理想(02015.HK)及小鵬(09868.HK)各升6.9%及6.2%,蔚來(09866.HK)及吉利(00175.HK)各升3.7%。鋰電池材料商贛鋒鋰業(01772.HK)升3.7%。消費內需股反彈,海底撈(06862.HK)及呷哺呷哺(00520.HK)各升4.5%及6.1%。
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