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《全日總結》恆指升11點 基建股揚 匯控恆生走弱
港股今日在內地股市及美股期貨帶動下靠穩。恆指低開211點,其後曾倒升118點見20,053點,全日升11點或0.06%,收19,946點;國指升38點或0.57%,收6,786點;恆生科技指數升65點或1.68%,收3,981點。大市全日成交總額1,251.46億元。滬、深港通南下交易分別淨流入24.11億及14.18億元人民幣。 科技股方面,美團(03690.HK)升1.8%報147.9元。京東(09618.HK)升3.6%報219.8元,小米(01810.HK)升3.1%報11.2元,騰訊(00700.HK)跌0.3%報334.8元,阿裏巴巴(09988.HK)跌0.4%報84.55元。快手(01024.HK)升5%報60.95元,嗶哩嗶哩(09626.HK)升2.8%。 手機相關股發力,比亞迪電子(00285.HK)炒升11.9%報15.22元。瑞聲(02018.HK)及舜宇(02382.HK)各升3.1%及3.4%。晶片股中芯(00981.HK)及華虹半導體(01347.HK)各升2.5%及4.6%,電訊設備股中興(00763.HK)升5.4%。 匯控(00005.HK)倫敦股價急跌,於本港股價再跌2.8%報48.1元。恆生(00011.HK)跌3.4%。港交所(00388.HK)首季業績符預期,股價跌0.1%報321.4元,友邦(01299.HK)升2.2%報76.5元,渣打(02888.HK)跌2.3%。 國家主席習近平主持召開中央財經委員會強調,全面加強基礎設施建設構建現代化基礎設施體系,基建股中國中鐵(00390.HK)及中鐵建(01186.HK)各升3.8%及4.1%。建材股海螺水泥(00914.HK)及中國建材(03323.HK)各升6.7%及7.5%,潤泥(01313.HK)升4.9%。 內需及消費股普遍上漲,海底撈(06862.HK)升11.4%,維他奶(00345.HK)、貓眼娛樂(01896.HK)、維達(03331.HK)及九毛九(09922.HK)各升5.4%至6.5%。鋰電池材料商贛鋒鋰業(01772.HK)首季多賺6.4倍獲大行唱好,全日股價升12.5%。 航運股上升,東方海外(00316.HK)、中遠海能(01138.HK)及中遠海控(01919.HK)各升7.9%、6.8%及5.3%,太平洋航運(02343.HK)升3.9%。 復星醫藥(02196.HK)首季純利倒退45%,全日股價跌5.9%。康希諾醫藥(06185.HK)跌4.5%。油價上升,中海油(00883.HK)升6.7%。
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