《半日總結》恆指升462點 內房及科技股抽升 阿里彈逾8%
阿思達克 01-04 12:27
市場繼續憧憬通關，內房股及在科技股造好，港股今早向上。恆指高開174點後升幅擴大，並以接近半日高位收市，升462點或2.3%，報20,608點；國指升167點或2.5%，報7,001點；恆生科技指數升143點或3.4%，報4,376點。大市半日成交總額741.47億元，滬、深港通南下交易半日分別淨流入25.37億及24.14億元人民幣。
重慶銀保監局准螞蟻消金增資至185億元人幣，阿里巴巴(09988.HK)升8.1%報95.8元，其餘科技股普遍上揚，騰訊(00700.HK)升3.2%報356.2元，美團(03690.HK)、京東(09618.HK)、網易(09999.HK)及快手(01024.HK)各升4.4%至4.6%，百度(09888.HK)及嗶哩嗶哩(09626.HK)各升6.3%及7.9%，萬國數據(09698.HK)及心動(02400.HK)各升12.3%及8%。
工信部聯動阿里健康(00241.HK)在多地開啟專屬購藥通道，互聯網醫療股上漲，阿里健康升9.6%，平安好醫生(01833.HK)及京東健康(06618.HK)各升6.1%及4.9%。
人行廣州分行積極指導為內房辦理內保外貸，市場再傳其他利好內房消息，內房股急漲。旭輝(00884.HK)及新城發展(01030.HK)各升15.8%及10.3%，龍湖(00960.HK)及綠城中國(03900.HK)各升9.5%及8.9%，碧桂園(02007.HK)、萬科(02202.HK)、合景泰富(01813.HK)、富力(02777.HK)及越秀地產(00123.HK)各升5.9%至7%。物管股碧服(06098.HK)、旭輝永升服務(01995.HK)及保利物業(06049.HK)各升逾一成，地產平台貝殼(02423.HK)升7.2%，地產軟件股明源雲(00909.HK)升13.2%。
通關概念續受捧，旅遊平台攜程(09961.HK)升6.1%，行李箱生產商新秀麗(01910.HK)升3.9%。濠賭股美高梅中國(02282.HK)獲瑞信上調投資評級，股價升5.1%。
特斯拉(TSLA.US)股價挫12%，電動車股逆市跌，理想(02015.HK)及零跑(09863.HK)各跌逾3%，蔚來(09866.HK)跌4.9%。蘋果(AAPL.US)股價受削訂單消息影響下跌，手機相關股市下滑，舜宇(02382.HK)挫9.6%，比亞迪電子(00285.HK)及高偉電子(01415.HK)各跌4.1%及6.9%。
金融股方面，匯控(00005.HK)升1.8%報49.6元，港交所(00388.HK)及友邦(01299.HK)各升2%及1.6%。內險股新華保險(01336.HK)及眾安在線(06060.HK)各升4.4%及5.1%。華泰證券(06886.HK)股價反彈5.1%，摩通發表報告上調該股目標價。
海吉亞醫療(06078.HK)擬折讓8.8%配股淨籌7.85億元，股價跌2.4%。
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