《半日總結》恆指升17點 申洲升近7% 個別醫藥股回吐
美股結束四連跌,道指隔晚(20日)收升92點或0.3%,港股早市(21日)窄幅靠穩。恆指高開96點,早段曾升160點見19,255點,接近中午前升幅收窄,並曾倒跌27見19,066點,半日波幅不足190點,中午收市升17點或0.1%,報19,112點;國指升7點或0.1%,報6,480點;恆生科技指數升11點或0.3%,報4,007點。大市半日成交總額縮減至386.21億元,滬、深港通南下交易半日分別淨流入7.11億及5.52億元人民幣。
體育用品股Nike(NKE.US)季績勝預期股價盤後急升,供應商申洲(02313.HK)升6.8%報81.25元,代理商滔博(06110.HK)升2.4%,內地體育品牌李寧(02331.HK)亦跟隨升2.6%。其餘消費股個別發展,維他奶(00345.HK)、海爾智家(06690.HK)及海底撈(06862.HK)各升2.3%至3.2%,歐舒丹(00973.HK)及JS環球生活(01691.HK)各跌逾2%。電動車股蔚來-SW(09866.HK)正就用戶資料外洩與政府部門合作進行調查,股價高開1.9%後升幅收窄,半日升0.4%。同業小鵬-W(09868.HK)升3.8%,比亞迪(01211.HK)則跌2%。
科技股個別發展,騰訊(00700.HK)及阿里巴巴-SW(09988.HK)各升0.5%及0.7%,分別報310.8元及84.6元,小米-W(01810.HK)及美團-W(03690.HK)各跌1.3%及1.1%,快手-W(01024.HK)及京東-SW(09618.HK)平收,分別報66.9元及220.4元。萬國數據-SW(09698.HK)及嗶哩嗶哩-W(09626.HK)各升4.9%及3.8%,新東方在線(01797.HK)升4.9%。市場關注蘋果iPhone銷售情況,手機部件股舜宇(02382.HK)跌2.4%。
醫藥股普遍上升,中生製藥(01177.HK)及綠葉製藥(02186.HK)各升2.8%及3.3%,石四藥(02005.HK)及百濟神州(06160.HK)升4.4%及6.2%。歌禮-B(01672.HK)新冠及猴痘病毒抑制劑早前獲美國專利授權,昨飆升53%,早市回吐7.1%。三葉草生物-B(02197.HK)昨被高盛上調目標價後急升,早市回吐7.9%。
多地債息上漲利好外圍銀行股,匯控(00005.HK)及渣打(02888.HK)各升1.6%及1.2%。其他金融股方面,港交所(00388.HK)升0.6%報327元,友邦(01299.HK)跌0.7%報84.05元。電訊股方面,美國上訴法院駁回中電信(00728.HK)撤銷美國禁令申請,中電信股價升3%報3.12元,公司上月5G上客加快至602萬戶。中移動(00941.HK)上月5G淨上客量加快,股價升0.3%報51.05元。
波羅的海乾散貨指數升至個半月高,中遠海能(01138.HK)及太平洋航運(02343.HK)各升2.3%及5%。金價重上1,800美元,招金(01818.HK)升3.2%。
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