《全日總結》恆指升51點 內房股揚 碧桂園彈一成
達利奧旗下基金橋水大幅增持阿裏巴巴(BABA.US)及其他中概股,刺激科技股顯着高開並帶動港股早市上升。但內地4月零售及工業生產數據遜預期,令港股反覆上落。恆指高開232點,早段曾升274點見20,173點,其後轉跌133點見19,764點,午市回穩,全日升51點或0.26%,收19,950點;國指升19點或0.28%,收6,826點;恆生科技指數升不足1點或0.01%,收4,039點。大市全日成交總額930.15億元,滬、深港通南下交易分別淨流入11.55億及18.61億元人民幣。
科技股方面,騰訊(00700.HK)跌1.2%報350元,阿裏巴巴(09988.HK)升2.9%報84.6元,美團(03690.HK)跌2.4%報163.5元,小米(01810.HK)升0.7%報11.12元,京東(09618.HK)升0.2%報200元,百度(09888.HK)升2.1%報113元,平安好醫生(01833.HK)、攜程(09961.HK)及中軟(00354.HK)各升3.9%至4.7%。
人行下調首套房貸款利率下限20個基點,內房股上升,碧桂園(02007.HK)升10.4%,旭輝(00884.HK)、龍湖(00960.HK)及合景泰富(01813.HK)各升4.1%至4.8%,中海外(00688.HK)升2.2%。物管股碧服(06098.HK)升5.2%。澳門修訂博彩法衛星賭場毋須設於承批公司物業,擬吸外國客可免最多5%稅率,濠賭股澳博(00880.HK)及新濠國際(00200.HK)各升3.4%及4.9%。
汽車股個別發展,小鵬(09868.HK)、蔚來(09866.HK)及長汽(02333.HK)各升3%至4.1%,理想(02015.HK)及吉利(00175.HK)各跌1.6%及1.7%。消費股方面,海底撈(06862.HK)升6.6%報14.18元,百勝中國(09987.HK)、統一企業中國(00220.HK)及九毛九(09922.HK)各升2.9%至3.1%。
金融股方面,據報匯控(00005.HK)反駁分拆亞洲業務建議,匯控升0.3%報47.9元。港交所(00388.HK)跌0.7%報326.2元,友邦(01299.HK)升1.1%報74.05元,
波羅的海指數稍微回落,個別航運股仍上升,中遠海運港口(01199.HK)及東方海外(00316.HK)各升3.1%及3.8%,中遠海能(01138.HK)升6.2%。其他股份方面,出口股申洲(02313.HK)升4.4%,國指成分股中燃氣(00384.HK)及信達生物(01801.HK)各升3.1%及5.2%。
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