《半日總結》恆指升229點 美團揚7% 電動車股急漲
港股端午節假期後今日復市,在美團(03690.HK)帶動下上升。恆指高開200點,早段曾倒跌52點見21,030點,其後再度上升,半日升229或1.09%,報21,311點;國指升96點或1.32%,報7,363點;恆生科技指數升105點或2.39%,報4,502點。大市半日成交總額708.76億元,滬、深港通南下交易半日分別淨流入14.43億及10.13億元人民幣。
電動車生商特斯拉(TSLA.US)行政總裁馬斯克或改變裁員決定,電動車股急漲,理想(02015.HK)升10.7%,比亞迪(01211.HK)及小鵬(09868.HK)各升5.2%及5.9%,蔚來(09866.HK0)升4%。
美團(03690.HK)首季業績表現勝預期獲大行唱好,半日股價升7%報192.9元。其他科技股亦造好,騰訊(00700.HK)升0.4%報360.4元,阿里巴巴(09988.HK)升1.1%報93.35元,小米(01810.HK)升1.3%報12.12元,京東(09618.HK)升2.1%報226元,百度(09888.HK)升2.6%報142.7元,嗶哩嗶哩(09626.HK)升5.8%報192.6元。金蝶(00268.HK)升3.8%。手機部件股舜宇(02382.HK)及比亞迪電子(00285.HK)各升3.2%及5.8%,晶片股中芯(00981.HK)升3.1%。
內需及消費股續見追捧,潤啤(00291.HK)及泡泡瑪特(09992.HK)各升4.8%及5%,海底撈(06862.HK)及九毛九(09922.HK)各升3.6%及3.4%。體育用品股特步(01368.HK)、安踏(02020.HK)及李寧(02331.HK)各升3.9%至5%。紙品股逆市下跌,恆安(01044.HK)及維達(03331.HK)各跌2%及2.6%。濠賭股金沙中國(01928.HK)對6家營運商取得賭牌有信心,金沙中國升4.6%。
多隻藥股急漲,藥明康德(02359.HK)表示上海經營活動已基本復常,半日股價升8.4%,同系藥明生物(02269.HK)升7.7%。信達生物(01801.HK)注射液新藥上市申請獲受理,股價彈7.2%。康希諾(06185.HK)升5.6%。
內房股下跌,碧桂園(02007.HK)上月合同銷售額跌一半,股價跌2.9%報4.62元。富力(02777.HK)跌6.5%,中海外(00688.HK)及龍湖(00960.HK)各跌5.4%及5.1%,水泥股續受水泥價格下滑消息困擾,海螺水泥(00914.HK)及中建材(03323.HK)各跌4.9%及4.6%,潤泥(01313.HK)跌6.1%。
其他藍籌方面,港交所(00388.HK)升0.6%報344.2元。匯控(00005.HK)跌0.7%報51.95元,友邦(01299.HK)升1.6%報81.25元。富時羅素收回從EFRA Nareit Developed Asia Index剔出新世界(00017.HK)的決定,新世界半日股價升2.9%,
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