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《全日總結》恆指升91點 港交所績後軟 創科彈升一成
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造好。恆指高開165點,早段曾倒跌29點一度低見19,800點,其後再度上升,曾高見20,069點,全日升91點或0.46%,收19,922點;國指升27點或0.41%,收6,755點;恆生科技指數升17點或0.43%,收4,238點。大市全日成交總額841.95億元,滬、深港通南下交易分別淨流出6.18億及1.89億元人民幣。 港交所(00388.HK)中期業績遜預測兼削減中期息,全日股價跌1.6%報341.2元。潤啤(00291.HK)中期收入按年升7%及銷量跑贏同業,全日股價升3.9%報56元。 科技股方面,美團(03690.HK)升3.3%報170元,騰訊持股較多的快手(01024.HK)先升後倒跌0.3%報71.7元,騰訊(00700.HK)升0.1%報303.2元。市場關注螞蟻集團估值再遭主要境外投資者下調,阿里巴巴(09988.HK)升0.4%報90.35元。小米(01810.HK)平收報11.68元,京東(09618.HK)及網易(09999.HK)各升0.9%及1.1%。金融壹賬通(06638.HK)跌3.7%。5G概念股長飛光纖光纜(06869.HK)炒升10.5%。 內房股升幅收窄,旭輝(00884.HK)及萬科(02202.HK)各升4.8%及2.8%。龍湖(00960.HK)否認月底破產傳聞,並指已報案及獲受理,龍湖股價反覆跌0.6%,物管股碧服(06098.HK)跌4.3%,潤泥(01313.HK)及金隅(02009.HK)各升3.2%及2.8%,重型機械股中聯重科(01157.HK)升3.3%。 其他內需及消費股方面,海爾智家(06690.HK)升3.2%,安踏(02020.HK)升2.3%。萬洲(00288.HK)中期生物公允價值調整前純利升30%,全日股價升1.5%。 電力股中國電力(02380.HK)及龍源(00916.HK)續升8.2%及7.4%,華潤電力(00836.HK)及華能國電(00902.HK)各升5.7%及2.6%。 金融股方面,匯控(00005.HK)升0.2%報51.95元,友邦(01299.HK)跌0.7%報76.15元。內險股財險(02328.HK)升3.4%,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10.1%。
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