《半日總結》恆指升140點 阿里百度造好 藥明生物揚5%
市場憧憬中美就審計監管接近達成協議,中概股延續升勢帶動港股早市造好,恆指高開170點,早段曾升216點見20,185點,其後升幅曾收窄至86點見20,055點,半日升140點或0.7%,報20,108點;國指升44點或0.66%,報6,893點;恆生科技指數升24點或0.57%,報4,292點。大市半日成交總額583.18億元,滬、深港通南下交易半日分別淨流出2.94億及淨流入11.13億元人民幣。
中概股繼續上漲,阿里巴巴(09988.HK)升2%報95.7元,京東(09618.HK)升1.2%報249.2元,百度(09888.HK)升3.5%報146.7元,萬國數據(09698.HK)及嗶哩嗶哩(09626.HK)各升5.5%及2.1%。電動車股理想(02015.HK)及蔚來(09866.HK)各升3%及2.4%。
其他科技股方面,騰訊(00700.HK)跌0.2%報324.2元,小米(01810.HK)升0.4%報11.46元,美團(03690.HK)升1.7%報180.3元,快手(01024.HK)跌3.7%報71元。商湯(00020.HK)中期虧損收窄至31.58億人民幣,股價跌3%。新東方在線(01797.HK)及明源雲(00909.HK)各升6.1%及4.6%,中軟國際(00354.HK)挫9.8%報6.16元。
手機相關股瑞聲(02018.HK)反彈4.1%,比亞迪電子(00285.HK)及丘鈦(01478.HK)各升2.7%及2.5%。電訊基建股中通服(00552.HK)及長飛光纖光纜(06869.HK)各升4.3%及4%。
消費股上揚,頤海(01579.HK)及九毛九(09922.HK)各升7.1%及5.5%,百勝中國(09987.HK)及JS環球生活(01691.HK)各升3.6%及4%,潤啤(00291.HK)及蒙牛(02319.HK)各升2.7%及2.8%。體育用品股特步(01368.HK)及李寧(02331.HK)各升逾2%。醫藥股藥明生物(02269.HK)及翰森製藥(03692.HK)各升5.2%及3%。
內房股龍湖(00960.HK)及合景泰富(01813.HK)各升4.6%及5.7%,富力(02777.HK)、遠洋(03377.HK)及旭輝(00884.HK)各升2.7%至3.4%。油股中海油(00883.HK)中期純利升1.16倍增派中期息,股價高開後倒跌0.7%。同業中石油(00857.HK)及中石化(00386.HK)各升3%及2.4%。券商報告指申洲(02313.HK)管理層對下半年訂單展望保守,申洲股價跌5.3%報81.5元。
金融股方面,匯控(00005.HK)跌0.5%報48.8元,港交所(00388.HK)跌1.6%報326.4元。
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