《半日總結》恆指升556點 科網及消費股漲 阿里百度彈逾一成
美股道指升516點或1.6%。港股在阿里巴巴(09988.HK)及百度(09888.HK)股價顯著抽高帶動下上升。恆指高開529點,早段曾升663點一度高見20,779點,半日升556點或2.77%,報20,672點;國指升197點或2.87%,報7,074點;恆生科技指數升150點或3.73%,報4,184點。大市半日成交總額707.86億元。滬、深港通南下交易半日分別淨流入2.43億及12.39億元人民幣。
阿里巴巴(09988.HK)季度Non-GAAP純利勝預期獲大行唱好,股價大幅抽升12.5%報91.2元,百度(09888.HK)首季Non-GAAP純利倒退10%勝預期,股價大幅抽升15.1%報133.2元。
其他科技股亦上漲,騰訊(00700.HK)升2.3%報342元,小米(01810.HK)升1.8%報11.5元,美團(03690.HK)升4.2%報165.3元,京東(09618.HK)升5%報207.2元,網易(09999.HK)及快手(01024.HK)各升3.5%及2.6%。
內需及消費持續造好,百威亞太(01876.HK)及百勝中國(09987.HK)各升4%及4.3%,新秀麗(01910.HK)及歐舒丹(00973.HK)各升3.3%及3.5%。體育用品股安踏(02020.HK)及李寧(02331.HK)各升4.8%及4.5%。汽車股理想(02015.HK)及蔚來(09866.HK)各升5.3%及8.5%,小鵬(09868.HK)升4.2%,長汽(02333.HK)則回吐3.3%。醫藥股藥明生物(02269.HK)及藥明康德(02359.HK)各漲7.6%及6%。
美零售股上漲,出口股創科(00669.HK)及申洲(02313.HK)各升5.7%及6.4%。油價上漲,中石油(00857.HK)及中海油(00883.HK)各升2.5%及4.5%,油服股海隆(01623.HK)及中海油服(02883.HK)各升3.5%及3.4%。澳門博彩股上升,銀娛(00027.HK)升4.3%,新濠國際(00200.HK)、澳博(00880.HK)、永利澳門(01128.HK)、金沙中國(01928.HK)及美高梅中國(02282.HK)各升2.7%至3.6%。
金融股方面,匯控(00005.HK)升1.1%報51.75元,港交所(00388.HK)升1.7%報330.8元,友邦(01299.HK)升2.9%報79.3元。中銀香港(02388.HK)及招行(03968.HK)各升2.1%及2.2%,中國平安(02318.HK)升3%報48元。
東正金融(02718.HK)獲上汽溢價逾25%收購71%股權及提全購,股價升18%報1.17元。
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