《半日總結》恆指升35點 匯控及油股造好 京東美團走弱
阿思達克 01-13 12:26
美上月通脹符預期，市場憧憬美聯儲下月初加息四分一厘。港股早市窄幅爭持，恆指高開90點，早段曾升137點一度高見21,651點，其後曾跌39點一度低見21,474點，半日升35點或0.16%，報21,549點；國指升7點或0.1%，報7,319點；恆生科技指數跌1點或0.04%，報4,485點。大市半日成交總額653.34億元，滬、深港通南下交易半日淨流入13.5億及17.58億元人民幣。
科技股方面，市傳阿里巴巴(09988)減持印度Paytm套現1.25億美元，股價升0.5%報111.3元。騰訊(00700.HK)升0.1%報364.4元，美團(03690.HK)及京東(09618.HK)各跌2%，小米(01810.HK)跌0.2%。網易(09999.HK)，雲音樂(09899.HK)及金山雲(03896.HK)各升3%至3.9%，萬國數據(09698.HK)及新東方在線(01797.HK)各升6.2%及7.3%。
ASMPT(00522.HK)升5.5%。手機相關股方面，富智康(02038.HK)及舜宇(02382.HK)各跌逾2%。
金融股方面，匯控(00005.HK)升1.8%報55.1元，港交所(00388.HK)跌1.4%報365.2元，友邦(01299.HK)跌0.3%報88.15元。摩通升太保(02601.HK)評級至「增持」，目標價上調至24元，太保升4.2%。官媒指30家優質內房將獲支持改善負債，加大保交樓力度，內房股個別發展。新城發展(01030.HK)跌2.9%，富力(02777.HK)升2%。
醫藥股造好，金斯瑞(01548.HK)及百濟神州(06160.HK)各升5.7%及5.6%。藥明康德股東減持A股變現逾28億人民幣，藥明康德H股(02359.HK)仍升2%。同系藥明生物(02269.HK)升2.9%，高盛引述藥明生物管管理層表示專注提升市場份額，指歐洲、日韓市場強勁增長，今年新項目目標120項。
金價曾升穿1,900美元，中國黃金國際(02099.HK)及靈寶(03330.HK)各升逾4%，招金(01818.HK)升2%。油股中石油(00857.HK)及中海油(00883.HK)各升2.9%及2.1%。波羅的海乾散貨指數跌逾6%失守千點，海豐國際(01308.HK)及太平洋航運(02343.HK)各跌3.9%及2.5%，遭瑞銀唱淡的招商局港口(00144.HK)跌5.6%。
其他藍籌方面，中移動(00941.HK)升1.9%報55.8元，蒙牛(02319.HK)升2%，申洲(02313.HK)升2.2%。
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