《半日總結》恆指升553點 內房及科網股漲 商揚彈逾24%
阿思達克 11-07 12:28
內地上月進出口數據遠遜預期，市場憧憬新冠防疫放寬及刺激經濟政策，港股早市顯著抽升。恆指低開129點後掉頭向上，曾升660點一度高見16,821點，半日升553點或3.42%，報16,714點；國指升193點或3.53%，報5,676點；恆生科技指數升153點或4.71%，報3,417點。大市半日成交總額887.7億元，滬、深港通南下交易半日淨流入27.41億及24.43億元。
內房股抽升，旭輝(00884.HK)、合景泰富(01813.HK)及碧桂園(02007.HK)各升10.2%至14.2%，富力(02777.HK)及雅居樂(03383.HK)各升8.8%及9.3%，龍湖(00960.HK)升5.5%。物管股碧服(06098.HK)及雅生活(03319.HK)各升12.7%及7.2%。內房軟件股明源雲(00909.HK)及地產平台貝殼(02423.HK)各升8.1%及7.1%。
美放緩加息預期續催升資源股，五礦資源(01208.HK)指秘魯Las Bambas恢復物流運作，股價急彈19%。中鋁(02600.HK)、洛鉬(03993.HK)及江銅(00358.HK)各升6.6%至8.5%，金價上升，招金(01818.HK)及紫金(02899.HK)各抽升12.4%及11.7%。航運股亦連帶造好，東方海外(00316.HK)、中遠海控(01919.HK)及太平洋航運(02343.HK)各升5.4%至6.3%。
科網股普遍上升，騰訊(00700.HK)升3.6%報247.2元，阿里巴巴(09988.HK)升1.1%報70.7元，美團(03690.HK)升4%報155.5元，小米(01810.HK)及京東(09618.HK)各升5.8%及5.3%，百度(09888.HK)及網易(09999.HK)各升4%及3.1%，快手(01024.HK)、嗶哩嗶哩(09626.HK)及萬國數據(09698.HK)各升9.9%至10.3%。嗶哩嗶哩宣布調整遊戲業務架構，由CEO陳睿親自管理。微盟(02013.HK)升14.3%。商湯(00020.HK)升24.8%，工信部批覆建國家虛擬現實創新中心等，推動全產業鏈發展。
晶片股華虹半導體(01347.HK)A股發行申請獲受理，集資180億人民幣，股價升15.1%報22.65元。手機部件股舜宇(02382.HK)及丘鈦(01478.HK)各升9.6%及7.1%。
市場憧憬新冠防疫放寬及刺激經濟政策，消費股仍普遍上漲。泡泡瑪特(09992.HK)及國美(00493.HK)各升逾12%，高鑫(06808.HK)及頤海(01579.HK)各升9%。醫藥股康希諾(06185.HK)及藥明生物(02269.HK)各升10.3%及7.6%。
金融股方面，匯控(00005.HK)升5.1%報43.55元。瑞信料匯控管理層正在尋求增加利率對沖的規模，這可能會增加淨利息收入的穩定性及降低對較低利率的敏感性。港交所(00388.HK)及友邦(01299.HK)各升6.1%及3.7%，中國平安(02318.HK)升6.2%。
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