《半日總結》恆指升336點 阿里及小米齊彈近8%
美國上月新增非農職位超預期,但工資增長低於市場預期,投資者憧憬通脹放緩,港股早市上升。恆指高開304點,早段曾升479點一度高見21,470點,半日升336點或1.6%,報21,328點;國企指數升123點或1.7%,報7,267點;恆生科技指數升125點或2.8%,報4,556點。大市半日成交金額859.41億元,滬、深港通南下交易半日淨流入8.02億及10.42億元人民幣。
阿里巴巴(09988.HK)表示,螞蟻集團主要股東投票結構變化,螞蟻集團稱目前仍專注整改及業務升級,無意啟動上市。阿里巴巴早市升7.9%報109.6元。同系阿里健康(00241.HK)亦抽升7.4%。
小米(01810.HK)股價升8%至12.14元。瑞信引述小米管理層料對今年全球智能手機付運預測較兩個月前轉樂觀,料全年按年跌5%至持平(兩個月前預測跌5%至10%),公司亦指外部環境的改善將增強盈利能力。
個別手機相關股受捧,高偉(01415.HK)及丘鈦(01478.HK)各升11.2%及10.4%,舜宇(02382.HK)升3.3%。晶片股華虹半導體(01347.HK)升4.4%。
其餘科技股方面,騰訊(00700.HK)升2.6%報358.6元,美團(03690.HK)跌0.9%報181.1元,京東(09618.HK)平收報250元,百度(09888.HK)升1.8%。市場關注微醫上市進展,同業平安好醫生(01833.HK)及京東健康(06618.HK)各升3.6%及3%。軟件股微盟(02013.HK)及遊戲股心動(02400.HK)各抽升10.2%及7.3%,閱文(00772.HK)亦升9.4%。
網易(09999.HK)收購加拿大遊戲開發商SkyBox Labs,股價升2.1%報127.3元。快手(01024.HK)股價升2%報79.75元。
消費股上揚,餐飲股呷哺呷哺(00520.HK)升7.2%,頤海(01579.HK)及海底撈(06862.HK)各升5.2%及5.9%,百勝中國(09987.HK)升4.2%。電影股阿里影業(01060.HK)及貓眼娛樂(01896.HK)各升5%及4.7%。
受惠港澳通關,濠賭股銀娛(00027.HK)、金沙中國(01928.HK)、澳博(00880.HK)及美高梅中國(02282.HK)各升2.8%至3.5%,永利澳門(01128.HK)及新濠國際(00200.HK)各升逾5%。
其餘藍籌方面,港交所(00388.HK)升4.6%報379元,友邦(01299.HK)跌1.4%,匯控(00005.HK)升1.8%報53.85元。
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