《半日總結》恆指升5點 理想蔚來反彈 商湯下瀉44%
港股早市欠缺方向。恆指低開79點,其後曾倒升115點一度高見22,111點,半日升5點或0.03%,報22,002點;國指升16點或0.2%,報7,710點;恆生科技指數跌6點或0.12%,報4,931點。大市半日成交總額692.53億元。滬、深港通南下交易半日分別淨流入19.99億及27.53億元人民幣。
京東(09618.HK)與騰訊(00700.HK)重續3年戰略合作協議,騰訊跌1.6%報359元,京東升1.2%報254元。
商湯(00020.HK)若干股東承諾年底前禁售逾20億股B類股份,但匯豐研究2月報告曾統計指商湯的IPO前投資者及基石投資者共233.95億股B類股份今日解禁,商湯半日股價跌44.2%報3.28元,成交股數11.21億股及成交額37.86億元。
其他科技股方面,阿里巴巴(09988.HK)跌1.5%報112.8元,小米(01810.HK)跌0.4%報13.74元,美團(03690.HK)跌1.3%報200.2元,快手(01024.HK)升2.3%報89.5元,金蝶(00268.HK)跌3.3%,明源雲(00909.HK)及攜程(09961.HK)各升3.9%及3.4%。
內需及消費股上升,頤海(01579.HK)升8.9%,百威亞太(01876.HK)、貓眼娛樂(01896.HK)及蒙牛(02319.HK)各升2.6%至3%,潤啤(00291.HK)及青啤(00168.HK)各升3.5%及4.1%。體育用品股安踏(02020.HK)及李寧(02331.HK)各升2.8%及3.2%。電動車股理想(02015.HK)及蔚來(09866.HK)各升6.9%及4.5%,吉利(00175.HK)升4.3%。
醫藥股中生製藥(01177.HK)收購F-star獲券商唱好,股價升6%。信達生物(01801.HK)、石四藥(02005.HK)及中國中藥(00570.HK)各升3.5%至4.5%。內房股中海外(00688.HK)及合景泰富(01813.HK)各升3.3%及2.9%,旭輝(00884.HK)升4.6%。
中移動(00941.HK)逾8,000萬股A股下月5日上市流通,股價升0.1%報48.95元。其他藍籌股方面,匯控(00005.HK)及港交所(00388.HK)各升0.9%及1.4%。濠賭股金沙中國(01928.HK)升3.6%。
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