《半日總結》恆指升368點 小米及京東揚 招行彈高逾5%
人行LPR改制後首度將五年期LPR單獨減息15點子,引發市場憧憬內地更多穩經濟措施,港股早市上升。恆指高開350點,早段曾升482點見20,602點,其後升幅收窄。半日升368點或1.83%,報20,489點;國指升146點或2.12%,報7,046點;恆生科技指數升143點或3.51%,報4,234點。大市半日成交總額625.56億元,滬、深港通南下交易半日分別淨流入5.11億及7.44億元人民幣。
科技股造好,市場憧憬小米(01810.HK)業績改善,小米股價升4.9%報11.62元,騰訊(00700.HK)升2.3%報348元,阿裏巴巴(09988.HK)升3.5%報86.3元,美團(03690.HK)升3.2%報170.8元。京東(09618.HK)下週啓動「618」促銷活動,股價升5.1%報210元。百度(09888.HK)及網易(09999.HK)各升4.7%及3.6%。萬國數據(09698.HK)及嗶哩嗶哩(09626.HK)各升8.5%及5%,阿裏健康(00241.HK)及金山軟件(03888.HK)各升4.3%及4%。
手機相關股造好,舜宇(02382.HK)及瑞聲(02018.HK)升4.9%,鴻騰(06088.HK)及富智康(02038.HK)各升6.9%及10.8%。汽車股蔚來(09866.HK)及小鵬(09868.HK)各升8.4%及6.8%,理想(02015.HK)升3.8%。比亞迪(01211.HK)股價升3.2%。
醫藥股上升,康希諾(06185.HK)旗下新冠疫苗獲納入WHO緊急使用清單,股價急升9.2%。信達生物(01801.HK)及藥明生物(02269.HK)各升5.8%及4.7%,石藥(01093.HK)及國藥(01099.HK)各升3%及3.5%。
金融股造好,匯控(00005.HK)升0.9%報48元,港交所(00388.HK)升0.5%報332.6元,友邦(01299.HK)升2.4%報79.5元,招行(03968.HK)升5.4%報48.2元,太保(02601.HK)升2.6%。
波羅的海乾散貨指數升至五個月高,中遠海控(01919.HK)及太平洋航運(02343.HK)各升4.7%及5.2%。東方海外(00316.HK)料第三季載貨量有良好增長,早市股價升0.8%。李澤鉅稱長和(00001.HK)完成出售英國發射塔後部分收益用作回購,長和升1.3%。
油價上升,中石油(00857.HK)及中海油(00883.HK)各升2.4%及3.3%。煤炭股神華(01088.HK)及中煤能源(01898.HK)各升4.2%及5.9%。國務院總理李克強指今年要堅決杜絕拉閘限電,兗礦能源(01171.HK)彈高8.7%。
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