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《半日總結》恆指倒升89點 科技及電力股漲 快手彈5%
港股早市在科技股帶動下反覆上升。恆指低開107點後反彈,曾升134點一度高見19,898點,半日升89點或0.45%,報19,852點;國指升52點或0.78%,報6,752點;恆生科技指數升32點或0.79%,報4,225點。大市半日成交總額437.48億元,滬、深港通南下交易半日分別淨流入4.76億及10.94億元人民幣。 網易(09999.HK)公布業績後有券商關注網遊業務增長前景,半日股價跌3.8%報136.6元。閱文(00772.HK)擬斥最高7億人民幣回購股份,股價炒高6.2%報30.9元。恆指收市後公布季檢結果,被中金預測有機會「染藍」的快手(01024.HK)炒高5%報74.2元。 其餘科技股普遍造好,騰訊(00700.HK)升1.9%報318.6元,阿里巴巴(09988.HK)升2%報90元,美團(03690.HK)升1.2%報173.1元,小米(01810.HK)升0.3%報11.68元,京東(09618.HK)升0.3%報218.2元,百度(09888.HK)升0.4%報128.8元,明源雲(00909.HK)、金融壹賬通(06638.HK)及微盟(02013.HK)各升3.2%至3.6%,手機相關股信利(00732.HK)及鴻騰(06088.HK)各升近6%及4.2%。 國家電網表示,應對用電高峰試點推行電動汽車錯峰充電,電動車股比亞迪(01211.HK)回吐2.3%,傳統汽車股吉利(00175.HK)績後獲多間券商上調目標價,股價反彈3%報17.32元。內地部分地區限電刺激電力股,華電國際(01071.HK)升6.9%,潤電(00836.HK)及大唐發電(00991.HK)各升4.7%及4.2%。華能(00902.HK)及中國電力(02380.HK)各升逾3%。光伏股協鑫科技(03800.HK)及新特能源(01799.HK)亦各升3.7%及4%。 消費股個別發展,維他奶(00345.HK)升5.1%,JS環球生活(01691.HK)及泡泡瑪特(09992.HK)各升2.9%及3.1%,九毛九(09922.HK)及康師傅(00322.HK)各跌2.7%及2.1%。醫藥股藥明生物(02269.HK)回吐5.2%。 內房股雅居樂(03383.HK)折讓16%減持雅生活(03319.HK)近3.5%股權,套現逾3.4億元。雅生活跌13.8%報7.2元。雅居樂跌0.8%報2.44元。其餘內房股普遍上升,旭輝(00884.HK)、碧桂園(02007.HK)及萬科(02202.HK)各升逾2%。 金融股方面,匯控(00005.HK)跌0.2%報50.35元,港交所(00388.HK)升0.5%報336元。
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