科指升2.8% 騰訊創半年高 阿里揚逾6% 舜宇、「蔚小理」逆市跌
恆生科技指數三連升,今早高開1.3%後,初段升幅擴大,現升2.8%,報4,351,創近一個月高。
30隻恆生科指成份股只有5隻下跌,舜宇(02382.HK)急吐7.2%報89元表現最差,成交3.81億元。美銀證券報告指,持續疲軟的消費者需求會令公司盈利下挫,同時今年或迎來電動汽車增長放緩的風險,料去年純利按年跌50%後,預期今年盈利將按年回升18%,但對其盈利預測較市場預期低30%;給予目標價66元及「跑輸大市」評級。比亞迪電子(00285.HK)亦逆市跌逾3%。
憂電動車需求疲弱,特斯拉(TSLA.US)隔晚挫12.2%,報108.10美元,創逾兩年低;本港電動車股普遍跟隨偏軟,理想-W(02015.HK)、小鵬-W(09868.HK)、蔚來-SW(09866.HK)及零跑(09863.HK)跌1.6%至3.5%、比亞迪(01211.HK)反覆微升0.2%。
重磅科網股全線造好,騰訊(00700.HK)高見358.2元創約半年高,現續升3.5%,報357.2元,成交50.65億元。阿里-SW(09988.HK)高見95.5元創約三個月高,現升6.7%報94.6元,成交38.35億元。據重慶銀保監局於12月30日公布,同意阿里關連公司螞蟻集團持有的重慶螞蟻消費金融(螞蟻消金)將其資本金由80億元人民幣提高至185億元人民幣;同意杭州金投數字科技集團、浙江舜宇光學、傳化智聯股份等投資入股。
快手-W(01024.HK)、美團-W(03690.HK)、網易-S(09999.HK)及京東-SW(09618.HK)升約3%至4%。獲匯豐研究重申「買入」評級的攜程-S(09961.HK)回升5.3%。
嗶哩嗶哩-W(B站)(09626.HK)飆逾9%,報216.6元,成交5.11億元。萬國數據-SW(09698.HK)高見23.45元創約三個月高;現升11.6%,報23.15元,成交6,841萬元。
內房市場氣氛好轉,為開發商提供Saas服務的明源雲(00909.HK)高見8.66元,創近一年半高;現升逾15%,報8.47元,成交1.8億元。
三大在線醫療股阿里健康(00241.HK)、平安好醫生(01833.HK)及京東健康(06618.HK)升4.3%至8.9%,前者報7.24元表現最佳。
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