《半日總結》恆指升110點 內房及環保能源股漲 渣打升逾4%
阿思達克 01-06 12:29
市場觀望美今日(6日)公布新增非農職位數據，港股早市在內房政策利好帶動下反覆靠穩。恆指高開168點，早段曾倒跌36點一度低見21,015點，其後曾升230點見21,282點，半日升110點或0.5%，報21,162點；國指升48點或0.7%，報7,221點；恆生科技指數升26點或0.6%，報4,520點。大市半日成交總額799.32億元，滬、深港通南下交易半日淨流入9.27億及12.77億元人民幣。
金融股方面，第一阿布扎比銀行承認曾考慮併購渣打(02888.HK)，但已放棄有關計劃，渣打倫敦股價曾飆兩成，渣打在本港股價半日升4.8%報64.5元。匯控(00005.HK)亦升2%報52.3元。港交所(00388.HK)升0.4%報360.2元。友邦(01299.HK)回應內地業務數據不實問題，表示已完成整改，惟股價仍跌1%報88.2元。
人行及銀保監會建立首套住房貸款利率政策動態調整機制，住建部部長表明對購買首套房要大力支持，有信心房地產市場企穩回升，內房股上升。新城發展(01030.HK)升6.5%，碧桂園(02007.HK)及旭輝(00884.HK)各升5.6%及5.5%，合景泰富(01813.HK)及龍湖(00960.HK)各升4.4%及3.7%，地產平台貝殼(02423.HK)升7.2%，地產軟件股明源雲(00909.HK)升4.2%。
環保能源股抽升，瑞信發報告唱好信義光能(00968.HK)，指行業強勁需求可抵銷毛利率壓力，信義光能升近8%，龍源(00916.HK)、新特能源(01799.HK)、新天綠色能源(00956.HK)及協鑫科技(03800.HK)各升5.5%至6.9%，大唐新能源(01798.HK)及福萊特玻璃(06865.HK)各升8%及13.4%。
科技股方面，阿里巴巴(09988.HK)升2.4%報102元，騰訊(00700.HK)升2.6%報357元，美團(03690.HK)跌1.4%報188.1元，小米(01810.HK)及網易(09999.HK)各跌0.3%及0.9%。軟件股微盟(02013.HK)擬折讓8.7%配股淨籌15.7億元，股價跌2.6%報6.84元。商湯(00020.HK)遭里昂大幅下調目標價，股價跌3.5%。此外，手機部件股高偉電子(01415.HK)及晶片股華虹半導體(01347.HK)各升7.7%及5.1%。
視頻平台嗶哩嗶哩(09626.HK)續受跨年晚會直播高峰達3.3億提振，股價升5.2%。遊戲商心動(02400.HK)及動漫玩具商泡泡瑪特(09992.HK)各跟升10%。
通關概念股回吐，國航(00753.HK)、南航(01055.HK)及新秀麗(01910.HK)各跌2.2%至3.1%，濠賭股銀娛(00027.HK)跌4.1%，金沙中國(01928.HK)及澳博(00880.HK)各跌2.9%及2.7%。
鼎豐集團汽車(06878.HK)主席逾3億持股早前遭強制出售引發股價急跌，該股早市反彈42.9%報0.22元，成交逾12億元。
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