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《全日總結》恆指升8點 匯控揚2% 瑞聲彈11%
道指上周五(13日)升112點或0.3%。美股今日(16日)假期休市,港股今日反覆靠穩,恆指今早高開79點,早段升208點一度高見21,947點後升幅收窄,午後曾倒跌166點一度低見21,572點,全日升8點或0.04%,收21,746點;國指跌40點或0.6%,收7,350點;恆生科技指數跌48點或1.1%,收4,506點。大市全日成交總額1,407.7億元,滬、深港通南下交易淨流出5.03億及淨流入21.43億元人民幣。 紅星美凱龍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(01528.HK)升29.6%報4.38元,阿里巴巴升0.6%報113.4元。美團(03690.HK)透露去年就貪腐、舞弊、賄賂等行為共查處刑事案件41宗,共有107人被移送司法機關,美團全日股價跌3.3%報165.6元。 其他科技股方面,騰訊(00700.HK)跌0.3%報370.2元,小米(01810.HK)跌0.7%,京東(09618.HK)及網易(09999.HK)各跌1.8%及2.3%,快手(01024.HK)及金蝶(00268.HK)各跌3.9%及4.6%,新東方在線(01797.HK)跌6.6%。個人電腦生產商聯想(00992.HK)跌4%。 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4%報99.45元,瑞聲升11.4%報19.8元,高偉電子(01415.HK)升7.4%。 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)升7.5%,華泰證券(06886.HK)及中信建投(06066.HK)各升逾6%,中金(03908.HK)及中信証券(06030.HK)各升4.6%及4.9%。其餘金融股方面,匯控(00005.HK)隨外圍銀行股升2.1%報56.65元,港交所(00388.HK)跌1.5%報363.4元。。 消費股方面,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,全日股價跌2.9%。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,該股跌8.2%報4.49元。
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