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《半日總結》恆指升125點 藥明系彈高 商湯反覆揚近8%
市傳美最早本週宣佈取消對華部分消費品關稅,美股道指期貨在亞洲早市上升。港股早市造好。恆指高開222點,早段曾升368點一度高見22,198點,其後回落並曾倒跌22點見21,807點,半日升125點或0.57%,報21,955點;國指升26點或0.35%,報7,674點;恆生科技指數升11點或0.23%,報4,895點。大市半日成交總額733.49億元,滬、深港通南下交易半日分別淨流入6.02億及6.19億元人民幣。 市場憧憬藥明生物(02269.HK)或可爭取美國取消貿易警告,藥明生物及同系藥明康德(02359.HK)半日股價各抽升8.1%及7.1%。 科技股方面,騰訊(00700.HK)升0.7%報349.6元,阿裏巴巴(09988.HK)升2.7%報116.3元,美團(03690.HK)跌1.5%報198.2元,京東(09618.HK)升1.2%報265.2元,快手(01024.HK)升1.3%報88.75元。京東健康(06618.HK)、平安好醫生(01833.HK)及阿裏健康(00241.HK)各升3%、4.1%及5.8%。 商湯科技(00020.HK)及金融壹賬通(06638.HK)各升7.9%及6.1%。金蝶(00268.HK)升4.7%。手機相關股下跌,小米(01810.HK)跌3%報13.42元,舜宇(02382.HK)跌3.5%報115.3元,比亞迪電子(00285.HK)、信利(00732.HK)、丘鈦(01478.HK)及富智康(02038.HK)各跌2.1%至2.7%。 消費及內需股普遍回吐,頤海(01579.HK)跌6.5%,青鳥啤酒(00168.HK)、呷哺呷哺(00520.HK)及藍月亮(06993.HK)各跌2.1%至2.9%,JS環球生活(01691.HK)及安踏(02020.HK)各升3.4%及2.3%。汽車股吉利(00175.HK)及長汽(02333.HK)各跌2.1%及4.1%。 金融股方面,匯控(00005.HK)升0.9%報51.7元,港交所(00388.HK)跌0.7%報371.4元,友邦(01299.HK)升0.6%報85.8元。內險股財險(02328.HK)及太保(02601.HK)各升逾2%。 國際油價上升,中海油(00883.HK)升2.1%,油服股海隆(01623.HK)及中海油服(02883.HK)各升4%及3.1%。煤炭股兗礦能源(01171.HK)及中煤(01898.HK)各升4.7%及3.5%。
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