《半日總結》恆指升666點 內房股急漲 科技及消費股走強
內房股及科技股造好,帶動港股期結日早市顯著上升,恆指高開260點後升幅擴大,曾升701點一度高見17,999點,半日升666點或3.9%,報17,964點;國指升277點或4.7%,報6,149點;恆生科技指數升187點或5.5%,報3,619點。大市半日成交總額826.41億元,滬、深港通南下交易半日淨流入17.68億及13.12億元人民幣。
中證監表示恢復涉房上市公司併購重組及H股內房再融資,內房股急升,富力(02777.HK)升17.8%,龍湖(00960.HK)、萬科(02202.HK)、遠洋(03377.HK)、雅居樂(03383.HK)及新城發展(01030.HK)各升12%至13%,中海外(00688.HK)、旭輝(00884.HK)、潤地(01109.HK)、合景泰富(01813.HK)及碧桂園(02007.HK)各升7.8%至9.9%。物管股佳兆業美好(02168.HK)、雅生活(03319.HK)、新城悅服務(01755.HK)及碧服(06098.HK)各升14.4%至18.9%,世茂服務(00873.HK)及融創服務(01516.HK)各升28.5%及27.2%。
內地股市顯著上升,內銀及內險股亦造好,青島銀行(03866.HK)及浙商銀行(02016.HK)各升32.1%及10.7%,招行(03968.HK)及中國平安(02318.HK)各升10%及9.9%,國壽(02628.HK)升6.9%,郵儲行(01658.HK)、中國太平(00966.HK)及太保(02601.HK)各升4.9%至5.8%。券商股中金(03908.HK)及光證(06178.HK)各升逾7%。其他金融股方面,港交所(00388.HK)及友邦(01299.HK)各升6.1%及4.1%,東亞(00023.HK)升3.8%,匯控(00005.HK)升0.5%報45.85元。
拼多多(PDD.US)季度收入勝預期帶動在美中概股上升,科技股上揚,阿里巴巴(09988.HK)升6.4%報76.8元,騰訊(00700.HK)升3.9%報280.6元,美團(03690.HK)及京東(09618.HK)各升8.1%及7.9%,百度(09888.HK)及網易(09999.HK)各升逾6%,快手(01024.HK)升5.5%,小米(01810.HK)升4.9%。阿里健康(00241.HK)中期虧轉盈純利1.61億人民幣,半日股價升9.9%。眾安在線(06060.HK)升10%,萬國數據(09698.HK)及嗶哩嗶哩(09626.HK)各升14.5%及12.2%。
消費股跑贏大市,海底撈(06862.HK)、九毛九(09922.HK)、頤海(01579.HK)、呷哺呷哺(00520.HK)及貓眼娛樂(01896.HK)各升8%至10.7%,潤啤(00291.HK)、阿里影業(01060.HK)、中國飛鶴(06186.HK)、特步(01368.HK)、安踏(02020.HK)、滔搏(06110.HK)及JS環球生活(01691.HK)各升5.4%至6.4%。手機部件股舜宇(02382.HK)升4.2%,汽車股理想(02015.HK)反彈8.3%。吉利(00175.HK)、長汽(02333.HK)、小鵬(09868.HK)及蔚來(09866.HK)各升4.2%至5.3%。
旅遊平台攜程(09961.HK)及同程旅行(00780.HK)各升8.8%及5.7%,航空相關股國航(00753.HK)及北京首都機場(00694.HK)各升5.2%,中國飛機租賃(01848.HK)升9.4%。新濠國際(00200.HK)及永利澳門(01128.HK)各升9.9%及7.6%。本地消費股莎莎(00178.HK)及大家樂(00341.HK)各升逾6%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.