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《半日總結》恆指升128點 匯控領漲 內需及車股揚
美股道指期貨在亞洲早市造好,港股早市反覆上升。恆指高開3點後反覆,曾升173點見20,286點,其後亦曾轉跌54點見20,067點,中午收市前再度向上,半日升128點或0.64%,報20,240點;國指升37點或0.54%,報6,920點;恆生科技指數升27點或0.68%,報4,059點。大市半日成交總額532.97億元,滬、深港通南下交易半日分別淨流入16.57億及7.75億元人民幣。 美證交會指中美就中概股審計合規問題取得進展,但仍有顯著分歧,相關股份偏軟。阿里巴巴(09988.HK)跌1%報82.8元,京東(09618.HK)及百度(09888.HK)各跌0.9%及1.7%。嗶哩嗶哩(09626.HK)跌1.9%,萬國數據(09698.HK)跌6%。 網易(09999.HK)首季非公認會計準則淨利潤按年升0.7%,半日股價升2.3%報154.5元。快手(01024.HK)首季非國際財務報告準則虧損收窄至37.22億人幣,股價升4.2%報66元。其他科技股方面,騰訊(00700.HK)升0.5%報339.6元,小米(01810.HK)升0.7%報11.24元,美團(03690.HK)升1%報161.2元。中芯(00981.HK)及比亞迪電子(00285.HK)各升逾2%。 匯控(00005.HK)升3.4%報51.1元,中銀(02388.HK)升2.2%報30元。 市場繼續關注國務院穩經濟措施,消費及內需股上揚,康師傅(00322.HK)、頤海(01579.HK)、維達(03331.HK)及中國飛鶴(06186.HK)各升4%至4.7%,高鑫零售(06808.HK)全年度轉盈為虧但續派末期息,股價升8.9%。汽車股長汽(02333.HK)升7.7%,吉利(00175.HK)及東風(00489.HK)各升3%及3.2%。 油價在亞洲早市上升,中石化(00386.HK)及中石油(00857.HK)各升2%及1.8%,中海油(00883.HK)行使A股超額配售權,增加募集資金逾42億人幣,股價升2.7%。 其他藍籌方面,港交所(00388.HK)升0.4%報326元,友邦(01299.HK)跌0.1%報77元,電訊股中移動(00941.HK)及聯通(00762.HK)各升1.6%及1.1%。
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