《全日總結》恆指升190點 美團、理想汽車及比亞迪受捧
市場觀望美國通脹數據,港股先跌後升。恆指低開121點後,在科網股帶動下倒升,曾升449點見20,083點,尾市升幅收窄,全日升190點或0.97%,收19,824點;國指升111點或1.67%,收6,769點;恆生科技指數升112點或2.89%,收4,019點。大市全日成交總額1,261.52億元,滬、深港通南下交易半日分別淨流入31.12億及38.98億元人民幣。
科技股方面,騰訊(00700.HK)升2.7%報350.4元,阿裏巴巴(09988.HK)跌0.4%報85.65元,美團(03690.HK)升6.3%報161.4元,小米(01810.HK)升1.7%報11元,網易(09999.HK)升2.8%報142.5元。快手(01024.HK)升7.5%報62.9元,京東健康(06618.HK)及金山軟件(03888.HK)各升5.4%及8.8%。
手機相關股舜宇(02382.HK)、比亞迪電子(00285.HK)及鴻騰(06088.HK)各升4%至4.6%,晶片股中芯(00981.HK)及華虹半導體(01347.HK)各升4.4%及3.6%。汽車股急升,大摩引述理想汽車(02015.HK)料本季末供應鏈可回覆正常及加價後新訂單回升至疫前水平,理想股價升9.8%報87.2元。比亞迪(01211.HK)及吉利(00175.HK)各升8.5%及6.8%,小鵬(09868.HK)及長汽(02333.HK)各升5.4%及5.9%。
醫藥股受捧,市場關注中國完成復必泰疫苗II期試驗,復星醫藥(02196.HK)升10.8%報33.25元。藥明生物(02269.HK)及信達生物(01801.HK)各升6.5%及4.7%。
消費股亦上揚,體育用品股安踏(02020.HK)升6.4%,特步(01368.HK)及李寧(02331.HK)各升3.3%及4.5%。維他奶(00345.HK)、潤啤(00291.HK)及百威亞太(01876.HK)各升3.2%至3.8%,餐飲股九毛九(09922.HK)升5.4%。新能源及相關股造好,金風科技(02208.HK)及協鑫科技(03800.HK)各升3.1%及3.5%,新特能源(01799.HK)升5%,福萊特玻璃(06865.HK)、信義光能(00968.HK)及福耀玻璃(03606.HK)各升6.4%至7.9%。
內房股下跌,中海外(00688.HK)4月合約物業銷售按年跌36%,全日股價跌3%。中國金茂(00817.HK)、旭輝(00884.HK)及潤地(01109.HK)各跌3.1%至3.4%
金融股方面,匯控(00005.HK)跌0.1%報48.4元,港交所(00388.HK)跌0.1%報325.4元,友邦(01299.HK)跌1.7%報72.05元。
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