《半日總結》恆指升130點 科技及消費股反彈 內房股續弱
阿思達克 07-13 12:25
市場觀望美國通脹數據，港股連日下跌後早市上升。恆指高開66點後，升幅曾收窄至18點見20,863點，之後抽高，最多升195點高見21,040點，半日升130點或0.63%，報20,974點；國指升30點或0.43%，報7,222點；恆生科技指數升79點或1.75%，報4,603點。大市半日成交總額縮減至572.18億元，滬、深港通南下交易半日分別淨流入13.42億及7.71億元人民幣。
內地再批出67款國產網絡遊戲，有份獲批的創夢天地(01119.HK)半日升4.6%，未上榜的騰訊(00700.HK)跌0.2%報337.6元，網易(09999.HK)則升2.7%。其他科技股普遍上升，阿裏巴巴(09988.HK)升0.6%報108.4元，京東(09618.HK)升4.6%報241.4元，小米(01810.HK)升1.6%報12.88元，美團(03690.HK)升3.1%報183.35元，攜程(09961.HK)、嗶哩嗶哩(09626.HK)及金軟(03888.HK)各升4.3%至5.3%。
汽車股方面，蔚來(09866.HK)、理想(02015.HK)及小鵬(09868.HK)齊齊反彈3.3%至4.2%，擔心被巴菲特減持的比亞迪(01211.HK)繼續偏軟。消費股普遍回升，海底撈(06862.HK)升5.9%，九毛九(09922.HK)、貓眼娛樂(01896.HK)、頤海(01579.HK)及潤啤(00291.HK)各升3%至3.9%。
盧寵茂透露11月或可有條件免檢疫抵港，國泰(00293.HK)升1.9%；內地航空股反彈，國航(00753.HK)及南航(01055.HK)分別漲4.2%及4.3%。濠賭股新濠國際(00200.HK)、澳博(00880.HK)、金沙中國(01928.HK)及美高梅中國(02282.HK)升幅介乎3%至3.8%。航運股東方海外(00316.HK)及中遠海能(01138.HK)各升3.2%及3.5%。
內房股持續受壓，旭輝(00884.HK)跌8.4%，碧桂園(02007.HK)及同系物管股碧服(06098.HK)各跌8%及5.2%，龍湖(00960.HK)高開2.3%後倒跌，半日跌3.8%。
其餘藍籌方面，匯控(00005.HK)升1.3%報49.7元，港交所(00388.HK)升0.1%報364元，友邦(01299.HK)升1.3%報84.35元，招行(03968.HK)跌3.9%。油價急跌，中海油(00883.HK)及中石油(00857.HK)各跌1.9%及1.4%。醫藥股石藥(01093.HK)跌3%。
天齊鋰業(09696.HK)首日掛牌半日收79.1元，較上市價82元低3.5%。另一新股名創優品(09896.HK)半日收13.42元，低上市價2.8%。
建發國際(01908.HK)折讓近8%配股淨籌5億元，該股跌5.1%報17.52元。中國中藥(00570.HK)預計上半年淨利跌五至六成，股價挫18%報3.83元。
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