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《半日總結》恆指升64點 李寧彈逾5% 小鵬及蔚來造好
美股消化通脹數據,港股早市反覆上升。恆指高開75點,早段曾倒跌71點一度低見20,011點,中午前再度上升,半日升64點或0.32%,報20,146點;國指升32點或0.47%,報6,855點;恆生科技指數升22點或0.53%,報4,349點。大市半日成交總額392.56億元,滬、深港通南下交易半日分別淨流入10.4億及8.09億元人民幣。 電訊股中移動(00941.HK)中期純利升19%勝預期,瑞銀預期中移動自由現金流改善,或在下半年會回購H股,中移動升1.6%報52.6元。5G概念股中通服(00552.HK)及長飛光纖光纜(06869.HK)各升2.4%及6.5%。 科網股方面,雷軍預計小米(01810.HK)今年研發投入170億人幣,該股升1%報12.18元。騰訊(00700.HK)跌0.3%報302.6元,阿里巴巴(09988.HK)升1%報92.7元,美團(03690.HK)及京東(09618.HK)各升1.1%及1.3%,百度(09888.HK)、網易(09999.HK)及快手(01024.HK)各跌0.3%至0.8%,嗶哩嗶哩(09626.HK)及明源雲(00909.HK)各升2%及2.9%。 市場關注蘋果(AAPL.US)要求供應商供貨量不低於去年,手機部件股舜宇(02382.HK)升3.1%。丘鈦(01478.HK)則跌2.3%。電動車股小鵬(09868.HK)及蔚來(09866.HK)各升4.7%及3.6%。 體育用品股李寧(02331.HK)績後獲高盛唱好,半日股價升5.8%報70.8元。特步(01368.HK)升4.3%。餐飲股九毛九(09922.HK)升5.3%,泡泡瑪特(09992.HK)升3.9%,物流股京東物流(02618.HK)則跌4.2%。醫藥股中生製藥(01177.HK)預告半年盈利最多跌78%,股價跌2.7%報4.35元。 洛陽市指居民可根據需求申請峰谷分時電價,中資電力股造好,華電國際(01071.HK)及中國電力(02380.HK)各升5.4%及6.7%。 太古績後宣布40億元股份回購,太古A(00019.HK)昨午市急升一成後,早市再升6%報52.9元。港鐵(00066.HK)中期虧轉盈並增加派息,早市股價升1.1%報41.9元。 其他股份方面,匯控(00005.HK)跌0.6%報52.2元,港交所(00388.HK)跌0.1%報347.6元。
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