《半日總結》恆指升22點 內房股急漲 碧服抽上逾16%
美股在大型增長股帶動下上升,道指升151點或0.5%,港股早市跟隨高開後升幅收窄。恆指高開66點,早段曾升132點一度高見20,173點,其後曾倒跌15點低見20,025點,半日升22點或0.11%,報20,063點;國指升19點或0.29%,報6,834點;恆生科技指數升3點或0.08%,報4,311點。大市半日成交總額412.13億元,滬、深港通南下交易半日分別淨流入4.57億及2.49億元人民幣。
市場關注內地或協助民營房企發債,內房股顯著造好。旭輝(00884.HK)及龍湖(00960.HK)各升14%及13.5%,合景泰富(01813.HK)及碧桂園(02007.HK)各升6.2%及9.5%,中海外(00688.HK)、金茂(00817.HK)及潤地(01109.HK)各升4.5%至5.1%。內房物管股中海物業(02669.HK)及保利物業(06049.HK)各升4.4%及5.5%,碧服(06098.HK)股價抽上16.2%收16.08元。地產代理平台貝殼找房(02423.HK)炒升9%。
舜宇(02382.HK)中期純利跌49.5%,但券商指毛利率勝預期,股價反彈2%報122.9元。微盟(02013.HK)半年虧損擴大至6.09億人幣,半日股價挫12%報3.75元。理想(02015.HK)次季非美國公認會計準則淨虧損擴大至1.6億人幣,股價高開後倒跌2%報122.2元。閱文(00772.HK)半年純利跌79%並遭券商下調目標價,早市股價跌7.5%報29.45元。
其他科技股方面,騰訊(00700.HK)跌0.3%報299.6元,阿里巴巴(09988.HK)跌0.5%報91.3元,小米(01810.HK)跌2.6%報11.8元,美團(03690.HK)升0.4%報181.7元。
航運股東方海外(00316.HK)反彈4.3%,中遠海能(01138.HK)續升4.1%。油價下滑,中石油(00857.HK)及中海油(00883.HK)各跌2.1%及2.6%。油服股安東油服(03337.HK)預告半年利潤大增最多1.22倍,股價升5.7%。
發改委稱加大項目前期工作和建設實施推進力度,確保能源電力供應安全,電力股華電國際(01071.HK)升5%,潤電(00836.HK)、中國電力(02380.HK)及龍源(00916.HK)各升3%至3.8%。
金融股方面,匯控(00005.HK)跌0.7%報51.85元。佐丹奴(00709.HK)獲周大福控股提出全面收購,獨立董事建議股東接納,股價升3.4%報1.8元。協鑫科技(03800.HK)澄清無意配股,持續商討發行A股可行性,股價升1.3%報3.08元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.