《全日總結》恆指升12點 匯控及中銀造好 藥股造淡
市場關注內地科網巨擘規管,港股在勞動節長周末後復市,隨亞太區早市靠穩。恆指低開161點,早段曾跌440點一度低見20,648點,其後倒升,全日反覆升12點或0.06%,收21,101點;國指跌31點或0.43%,報7,267點;恆生科技指數跌61點或1.38%,收4,409點。大市全日成交總額1,067.05億元,內地五一長假期休市,滬、深港通南下交易5月5日重啟。
科技股方面,嗶哩嗶哩(09626.HK)下調首季淨營業額指引,股價跌5.73%報192元。小米(01810.HK)被印度扣押當地銀行逾7億美元存款,股價跌4.4%報11.66元。騰訊(00700.HK)升0.7%報380元,阿里巴巴(09988.HK)跌1.8%報100.3元。
京東(09618.HK)跌5.9%報249.8元,為跌幅最大藍籌。百度(09888.HK)跌3.3%報126.3元。阿里健康(00241.HK)、閱文(00772.HK)及金軟(03888.HK)各跌3.1%至3.9%。
金融股方面,中銀香港(02388.HK)首季營運溢利勝預期,全日股價升4.7%收30元,為升幅最大藍籌。匯控(00005..HK)升2.6%報49.8元,港交所(00388.HK)升1.2%報341.8元,友邦(01299.HK)平收報77.75元。
中信銀行(00998.HK)建議AH同步供股最多籌400億人民幣,股價挫7%。民行(01988.HK)首季少賺近7%遭瑞信下調目標價,股價跌2.7%。郵儲行(01658.HK)首季多賺18%,全日股價升4%。券商股公布季績後受壓,中金公司(03908.HK)及華泰證券(06886.HK)各跌5.4%及4.6%,廣發証券(01776.HK)跌3%。
內房股造好,遠洋集團(03377.HK)贖回4.98億美元票據,股價升6.7%,中海外(00688.HK)、旭輝(00884.HK)、潤地(01109.HK)、合景泰富(01813.HK)及萬科(02202.HK)各升3.4%至4.2%。
醫藥股受壓,和黃醫藥(00013.HK)癌癥治療藥物赴美上市被拒,股價挫17.7%。康希諾醫藥(06185.HK)跌5%,信達生物(01801.HK)跌7.2%
金價下跌,山東黃金(01787.HK)及招金(01818.HK)各跌2.9%及4.3%。汽車股理想(02015.HK)跌5.7%,蔚來(09866.HK)及長汽(02333.HK)各跌4.5%及3.5%。
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