恆指反覆倒升10點 內需股跑贏 青啤、「蔚小理」、長汽及吉利漲近5%-11%
匯控(00005.HK)及恆生(00011.HK)中績分別多賺14%及少賺46%,股價午後倒升3.3%及3.1%,分別報51.05元及130.4元,加上美團(03690.HK)升2.5%曾高見181.5元,帶動恆指午後倒升,由今早跌272點至19,883逾兩個月低位,掉頭高見20,193,現報20,166,倒升10點,總成交額810億元。
內需股跑贏。國務院要求延續免徵新能源汽車購置稅政策,大摩料措施可令電動車業今明兩年銷量各升72%及15%,「蔚小理」受捧,尤其是蔚來-SW(09866.HK)一舉升破10天、50天及20天線(155.3-161元),最多急漲逾11%高見166.8元,現報163.3元,漲9.1%;理想汽車(02015.HK)及小鵬(09868.HK)彈逾6.5%,報134.6元及98.25元。藍籌比亞迪(01211.HK)回升逾3.5%曾高見298.8元。
藍籌吉利汽車(00175.HK)兩連升,股價升破20天線(16.5元),最多升13%高見17.5元,現報17.18元,急漲11%,成交急增至近1.13億股。長汽(02333.HK)高低見13.5元/12.18元,現報13.4元,反覆回升8.2%;廣汽(02238.HK)高低見7.67元/7.25元,現報7.58元,反覆回升3.1%。
青啤(00168.HK)高見83.5元,暫受制6月尾所創52周高位83.8元,現報80.35元,回升4.8%;青啤A(600600.SH)曾漲停高見108.36元人民幣,現報107.37元人民幣,急漲9%。潤啤(00291.HK)高見56元,現報55.35元,回升2.1%。藍籌百威亞太(01876.HK)高見23.4元,現報22.85元,回升5%。此外,體育用品股以李寧(02331.HK)表現較好,股價高見65.5元,現報64.75元,升1.8%。然而,遭摩通削價至13.5元重申「增持」評級的JS環球生活(01691.HK)逆跌6.6%報8.81元。
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