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恆指及科指回吐0.8%-1.7% 車股全面逆升 吉利及理想漲5%-7%
資金持續流出本,恆指及科指現報21,389及4,677,回吐0.8%及1.7%,總成交額447億元。 然而,中金昨天指內地5月新能源車產銷超預期,看好高景氣度持續,加上全球最大電動車製造商特斯(TSLA.US)昨晚股價急漲9.4%,其創辦人馬斯克稱對中國汽車製造商印象深刻。本港車股今早逆市造好。理想汽車(02015.HK)宣布旗下「理想L9」正式上市,售價45.98萬元人民幣,將於8月底前開始交付,刺激該股今早升破去年12月初所創紀錄高位145元,最高見154元,現報147.3元,回升7.3%,成交達861萬股,已超過昨天全日成交量;理想汽車(LI.US)昨晚漲7.8%收35.75美元。 蔚來(09866.HK)及小鵬(09868.HK)繼昨天整沽後,今早股價高見184.5元(逾兩個月高)及126元(回補3月4日部分下跌裂口),現報181元及121.2元,回升3.3%及2.7%。藍籌比亞迪(01211.HK)高低見304.8元/299元,現報303.2元,反覆回升1.2%。 其餘傳統車股也齊升逾1%-5%,長汽(02333.HK)、五菱汽車(00305.HK)及藍籌吉利(00175.HK)升幅最大,前者高見16.7元、後者曾漲6%高見16元,現報15.86元,回升5.3%。 中金昨天指內地5月新能源車產銷超預期,看好高景氣度持續。該行建議關注頭部自主整車和新勢力車企,包括理想汽車、小鵬、蔚來、長汽及吉利等。
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