《全日總結》恆指升342點 內房股彈 碧桂園炒高13%
美國聯儲局今日開始一連兩日的議息會議,港股在阿里巴巴(09988.HK)及內房股帶動下上升。恆指高開113點,早段升幅曾收窄至68點低見20,631點,其後升幅擴大,全日升342點或1.67%,收20,905點;國指升108點或1.53%,收7,185點;恆生科技指數升62點或1.37%,收4,596點。大市全日成交總額965.38億元,滬、深港通南下交易分別淨流入13.75億及8.1億元人民幣。
中房協據報在杭州辦房產紓困商洽會,內房股彈升,旭輝(00884.HK)及碧桂園(02007.HK)各升16.7%及13.4%,合景泰富(01813.HK)升7.7%,富力(02777.HK)及雅居樂(03383.HK)各升5.4%及5.2%,中海外(00688.HK)、龍湖(00960.HK)、潤地(01109.HK)及萬科(02202.HK)各升逾3%。物管股雅生活(03319.HK)及碧服(06098.HK)各升8.3%及7.7%。地產代理平台貝殼找房(02423.HK)升9.2%,房地產軟件商明源雲(00909.HK)升4.4%。
阿里巴巴(09988.HK)申請改變在本港上市地位為主要上市,市場憧憬該股未來或可被納入港股通,阿里股價升4.8%報104.4元。港交所(00388.HK)股價走高3.5%報368.2元。其他科技股方面,騰訊(00700.HK)升0.9%報329.4元,小米(01810.HK)升0.6%。
瑞信降平安好醫生(01833.HK)評級至「跑輸大市」,平安好醫生跌3%,商湯(00020.HK)跌5.4%,新東方在線(01797.HK)炒高19.6%報18.92元。5G概念股長飛光纖光纜(06869.HK)獲瑞信上調次季業績預測,股價升13.3%。
內需股方面,蒙牛(02319.HK)遭多間大行下調目標價,股價跌3.1%。達利食品(03799.HK)及康師傅(00322.HK)各跌4.5%及4%。
煤炭股兗礦能源(01171.HK)及中煤(01898.HK)各升4.9%及3.8%,光伏股協鑫科技(03800.HK)及新特能源(01799.HK)各反彈7.5%及5.4%。航運股中遠海能(01138.HK)及太平洋航運(02343.HK)各升4.2%及4.9%。
金融股方面,匯控(00005.HK)升2.6%報50.05元。友邦(01299.HK)升1.6%報81.4元。
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