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《全日總結》恆指反覆升189點 旅遊、消費及濠賭股急漲
內地縮減境外人士入境檢疫日數,港股今日先跌後升。恆指低開84點,早段曾跌277點一度低見21,952點,午後曾升219點曾高見22,449點,全日升189點或0.85%,收22,418點;國指升76點或0.98%,報7,893點;恆生科技指數升31點或0.61%,收5,103點。大市全日成交總額1,759.28億元,滬、深港通南下交易分別淨流入18.26億及23.57億元人民幣。 內地縮減入境人員隔離管控時間,從「14天集中隔離醫學觀察+7天居家健康監測」,調整為「7天集中隔離醫學觀察+3天居家健康監測」,旅遊相關股急漲。旅遊平台攜程(09961.HK)升16.5%報230.4元。航空股方面,國航(00753.HK)炒高10.1%報6.78元。國泰(00293.HK)、東航(00670.HK)及南航(01055.HK)各升5.3%至6.4%,北京首都機場(00694.HK)及中國民航信息(00696.HK)各升8.1%及7.7%。 澳門博彩股方面,永利澳門(01128.HK)及金沙中國(01928.HK)各升12.8%及11.7%,新濠國際(00200.HK)及澳博(00880.HK)各升9.5%及9.8%,銀娛(00027.HK)及美高梅中國(02282.HK)各升7.9%及7.7%。 餐飲及外出消費相關股升幅顯著,頤海(01579.HK)、貓眼娛樂(01896.HK)、海底撈(06862.HK)及九毛九(09922.HK)各升7.4%至8.4%,百勝中國(09987.HK)及呷哺呷哺(00520.HK)各升5.7%及4.2%。其他內需及消費股亦受提振,萬洲(00288.HK)、百威亞太(01876.HK)、維達(03331.HK)及新秀麗(01910.HK)各升4%至4.8%。歐舒丹(00973.HK)全年度多賺60%增末期息,全日股價漲10.6%。本港零售股莎莎(00178.HK)及六福(00590.HK)亦炒升7.7%及6.3%。 資源及能源股同時炒起,中石油(00857.HK)及中石化(00386.HK)各升逾2%,中海油(00883.HK)及昆侖能源(00135.HK)各升3.6%及4.7%。五礦資源(01208.HK)升3.3%。煤炭股兗礦能源(01171.HK)及中煤能源(01898.HK)各升3.3%及4.1%。 市場憧憬蘋果(AAPL.US)增加訂單,手機相關股急漲,比亞迪電子(00285.HK)升12.1%報26元,舜宇(02382.HK)及瑞聲(02018.HK)各升6%及5.6%。小米(01810.HK)跟升3.5%報14.22元。 其他科技股方面,騰訊(00700.HK)續受大股東減持消息影響,股價跌3.3%報365.8元,阿里巴巴(09988.HK)平收報118.1元。金融股方面,匯控(00005.HK)升0.5%報52.05元。
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