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《半日總結》恆指升167點 美團反彈4% 創科揚近6%
內媒報道騰訊(00700.HK)公關部否認公司計劃減持美團(03690.HK),相關科技股回升帶動港股早市造好。恆指高開165點,早段曾倒跌29點見19,800點,其後再度上升,半日升167點或0.84%,報19,997點;國指升55點或0.83%,報6,783點;恆生科技指數升40點或0.97%,報4,261點。大市半日成交總額446.6億元,滬、深港通南下交易半日分別淨流入2.51億及淨流出1,110萬元人民幣。 美團(03690.HK)升4.6%報172.1元,騰訊持股較多的快手(01024.HK)升1%報72.6元,騰訊(00700.HK)跌0.1%報302.8元。市場關注螞蟻集團估值再遭主要境外投資者下調,阿裏巴巴(09988.HK)升0.9%報90.8元。其他科技股方面,小米(01810.HK)升1.2%報11.82元,京東(09618.HK)升1.4%報224.2元,網易(09999.HK)升2%報145.6元。手機部件股瑞聲(02018.HK)及晶片股中芯(00981.HK)各升1.9及2.6%。 市場繼續關注國有增信機構擬提供全額擔保助內房發債,內房股繼續上升,旭輝(00884.HK)升5.2%,合景泰富(01813.HK)、碧桂園(02007.HK)、萬科(02202.HK)及富力(02777.HK)各升2%至3.1%。龍湖(00960.HK)否認月底破產傳聞,並指已報案及獲受理,龍湖升0.8%報25.1元。 內需及消費股方面,海爾智家(06690.HK)升2.8%。萬洲(00288.HK)中期生物公允價值調整前純利升30%,半日股價升1.8%報5.53元。餐飲股海底撈(06862.HK)及九毛九(09922.HK)各升2.8%及2.2%,汽車股理想(02015.HK)跌2%,北汽(01958.HK)則升3.4%。醫藥股石藥(01093.HK)、信達生物(01801.HK)及百濟神州(06160.HK)各跌2.5%至3.2%。 電力股中國電力(02380.HK)及龍源(00916.HK)續升7.5%及8%,華潤電力(00836.HK)及華能國電(00902.HK)各升2.9%及3.6%。燃氣股下滑,中燃氣(00384.HK)跌5.5%,潤燃(01193.HK)及新奧能源(02688.HK)各跌3.7%及2.9%。資源股五礦資源(01208.HK)及洛陽鉬業(03993.HK)各跌4.6%及3.7%。 金融股方面,匯控(00005.HK)升0.7%報52.2元,港交所(00388.HK)公佈業績前跌0.3%報345.4元,友邦(01299.HK)跌0.1%報76.6元。內銀股中行(03988.HK)及工行(01398.HK)各升逾1%。內險股財險(02328.HK)升3.5%,券商股光證(06178.HK)升4.7%。 其他股份方面,主要客戶家得寶(HD.US)季績勝預期,出口股創科(00669.HK)升5.9%。航運股東方海外(00316.HK)跌3.7%。
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