《半日總結》恆指升216點 阿里揚逾4% 旭輝挫逾16%
阿思達克 09-29 12:27
英倫銀行入市買債，英債孳息回穩帶動美債孳息急跌提振美股，港股期指結算日早市隨外圍反彈。恆指高開319點，初段曾升378點一度高見17,629點，其後升幅曾收窄至150點見17,401點，半日升216點或1.25%，報17,466點；國指升68點或1.16%，報6,027點；恆生科技指數升22點或0.63%，報3,548點。大市半日成交總額413.87億元。滬、深港通南下交易暫停，10月10日恢復。
金融股方面，匯控(00005.HK)反彈2.5%報41元，渣打(02888.HK)升2.1%報48.15元，保誠(02378.HK)升1.5%。長實集團(01113.HK)升1.8%，同系長江基建(01038.HK)及電能(00006.HK)各反彈2.4%及2%。
科技股普遍反彈，多間大行發表報告預測阿里巴巴(09988.HK)季績，匯豐研究料復甦快於預期，阿里巴巴升4.4%報78元，美團(03690.HK)及京東(09618.HK)各升2.8%及2.7%，百度(09888.HK)、嗶哩嗶哩(09626.HK)、中芯(00981.HK)及金蝶(00268.HK)各升2.1%至2.8%。騰訊(00700.HK)升0.9%報276.6元。另一方面，商湯(00020.HK)跌5.2%報1.64元，心動(02400.HK)及微盟(02013.HK)各跌6.2%。手機及相關股疲弱，小米(01810.HK)跌2.7%報9.08元，瑞聲(02018.HK)跌5.9%報12.5元，丘鈦(01478.HK)跌4.3%。個人電腦生產商聯想集團(00992.HK)遭多間券商唱淡，股價跌5.2%。
內房股繼續受壓，旭輝(00884.HK)挫16.3%，碧桂園(02007.HK)跌6.9%，合景泰富(01813.HK)及富力(02777.HK)各跌5.7%及5.6%，金茂(00817.HK)、龍湖(00960.HK)、遠洋(03377.HK)及雅居樂(03383.HK)各跌3.7%至4.5%。內房物管股雅生活(03319.HK)跌6.7%。內房軟件股明源雲(00909.HK)挫14.8%。
消費股個別發展，恆安(01044.HK)、百威亞太(01876.HK)、農夫山泉(09633.HK)及安踏(02020.HK)各升2.5%至2.7%，百勝中國(09987.HK)升4.2%，維他奶(00345.HK)、泡泡瑪特(09992.HK)及歐舒丹(00973.HK)各跌2.6%至3.2%，貓眼娛樂(01896.HK)跌6.9%。汽車股小鵬(09868.HK)、北汽(01958.HK)及長汽(02333.HK)各跌2.4%至3.2%，東風(00489.HK)跌6%。醫藥股復星醫藥(02196.HK)、藥明康德(02359.HK)、信達生物(01801.HK)、石四藥(02005.HK)及石藥(01093.HK)各升逾3%。
新股方面，萬物雲(02602.HK)中午收報47元，較上市價49.35元低4.8%；零跑汽車(09863.HK)中午收報30.3元，較上市價48元低36.9%。
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