《半日總結》恆指升18點 晶片及藥股揚 華虹半導體彈9%
阿思達克 08-05 12:28
市場觀望美國就業數據，道指跌85點或0.3%，納指再創3個月高。港股早市窄幅上升，恆指高開109點後掉頭向下，曾倒跌77點見20,096點，半日升18點或0.09%，報20,192點；國指升11點或0.16%，報6,890點；恆生科技指數升31點或0.72%，報4,412點。大市半日成交總額466.91億元，滬、深港通南下交易半日分別淨流入9.11億及5.35億元人民幣。
科技股方面，阿里巴巴(09988.HK)季績略勝預期，股價高開後回吐2.1%報93.05元，騰訊(00700.HK)跌1.5%報307.4元，小米(01810.HK)升1.5%報12.3元，美團(03690.HK)升0.5%報184.7元，京東(09618.HK)跌0.2%報245.4元。百度(09888.HK)及嗶哩嗶哩(09626.HK)各升1.5%及1.3%。新東方在線(01797.HK)、明源雲(00909.HK)及心動(02400.HK)各升4.9%至5.1%，汽車之家(02518.HK)跌3.5%。
晶片股造好，ASMPT(00522.HK)及中芯(00981.HK)各升4.4%及4.8%，華虹半導體(01347.HK)升9%。手機部件股舜宇(02382.HK)及瑞聲(02018.HK)各升3.9%及2%。電訊基建股中通服(00552.HK)及中國鐵塔(00788.HK)各升3.8%及2%，電動車股小鵬(09868.HK)及蔚來(09866.HK)各升3.9%及2.4%。個人電腦生產商聯想集團(00992.HK)升3%。
內房股旭輝(00884.HK)、合景泰富(01813.HK)、富力(02777.HK)及雅居樂(03383.HK)各升3%至4%，內房物管股雅生活(03319.HK)及碧服(06098.HK)各升3.7%。本地地產股九倉置業(01997.HK)績後獲美銀上調目標價，股價升3.3%。航運股東方海外(00316.HK)及太平洋航運(02343.HK)各升5.1%及3.2%，出口股敏華(01999.HK)及申洲(02313.HK)各升4.5%及3.7%。
醫藥股上漲，信達生物(01801.HK)次季產品收入逾10億元人民幣，宣布賽諾菲達成戰略合作加速開發腫瘤新藥，股價升6.5%報35元。百濟神州(06160.HK)次季收入年增近1.3倍，獲野村重申「買入」評級，半日股價升9.4%。康希諾(06185.HK)升6.6%，公司早前表示在上海臨港建mRNA產業化基地，首期規劃疫苗產能1億劑。此外，石藥(01093.HK)、中生製藥(01177.HK)、復星醫藥(02196.HK)、石四藥(02005.HK)、康哲(00867.HK)及威高(01066.HK)各升2.7%至3.4%。
其他藍籌方面，匯控(00005.HK)跌0.4%報51.4元，港交所(00388.HK)及友邦(01299.HK)各升0.4%及0.2%，信義光能(00968.HK)及信義玻璃(00868.HK)各升3.8%及4.6%。
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