《半日總結》恆指升157點 手機股急漲 瑞聲彈逾11%
美銀行股公布季績後造好,道指上周五(13日)升112點或0.3%。美股今日(16日)假期休市,港股早市反覆造好,恆指高開79點,初段曾倒跌6點一度低見21,731點,其後掉頭上升208點曾見21,947點,半日升157點或0.7%,報21,896點;國指升24點或0.3%,報7,415點;恆生科技指數升6點或0.1%,報4,560點。大市半日成交總額750.59億元,滬、深港通南下交易半日淨流入7.97億及21.98億元人民幣。
紅星美凱龍(01528.HK)債券持有人阿里巴巴網絡技術有意按每股8.44元人民幣行使換股權,以獲得紅星美凱龍(601828.SH)2.48億股A,紅星美凱龍H股升24.3%報4.2元,阿里巴巴升1%報113.8元。
其他科技股方面,騰訊(00700.HK)升0.9%報374.6元,美團(03690.HK)跌2.7%報166.5元,小米(01810.HK)、百度(09888.HK)及嗶哩嗶哩(09626.HK)各升0.8%及1.3%,京東(09618.HK)及快手(01024.HK)各跌0.9%及1.3%,新東方在線(01797.HK)跌6.2%。
手機相關股造好,大和報告指蘋果新iPhone採用潛望鏡頭可推動智能手機鏡頭標準升級,高盛料舜宇(02382.HK)今年可擴大旗下客戶蘋果市場份額,瑞聲(02018.HK)今年藉擴大安卓智能手機份額以提高其利潤及盈利,舜宇升6%報101.3元,瑞聲升11.2%報19.78元。
多間券商引述藥明生物(02269.HK)維持今年非新冠項目收入60%增長指引,藥明生物升6.2%,同系藥明康德(02359.HK)炒高10.5%。綠葉製藥(02186.HK)治療精神分裂症藥品獲美FDA上市批准,股價升6.1%。其他醫藥股方面,信達生物(01801.HK)及復星醫藥(02196.HK)各升逾4%。
內媒報道北交所推混合做市及融資融券加速上線以提高流動性,券商股現炒作,廣發証券(01776.HK)及華泰證券(06886.HK)各升7%及7.6%,中金(03908.HK)、中信証券(06030.HK)、中信建投(06066.HK)、海通證券(06837.HK)及中國銀河(06881.HK)各升4.8%至6.1%。
其餘金融股方面,匯控(00005.HK)隨外圍銀行股造好,半日升1.6%報56.4元,。
周大福(01929.HK)第三財季零售值按年跌19%,內地及港澳同店銷售均跌,半日股價跌2.4%。
出口股創科(00669.HK)升6.1%,申洲(02313.HK)升3.3%。汽車股華晨中國(01114.HK)宣派特別息每股0.96元,料於2月底派發,該股半日跌7.6%報4.52元。
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