《半日總結》恆指升60點 電動車股急漲 協鑫科技彈
美國上季勞工成本指數升幅低於預期,市場憧憬美國通脹放緩,道指升368點或1.1%,港股早市反覆。恆指高開78點,其後曾倒跌138點一度低見21,703點,半日升60點或0.3%,報21,902點;國指升71點或1%,報7,496點;恆生科技指數升78點或1.7%,報4,621點。大市半日成交總額799.32億元,滬、深港通南下交易半日分別淨流入1.54億及淨流出1.93億元人民幣。
科技股上揚,阿里巴巴(09988.HK)升1.9%報109.6元,騰訊(00700.HK)跌0.4%報380.8元,美團(03690.HK)及百度(09888.HK)各升2.6%及3.6%,小米(01810.HK)、京東(09618.HK)、快手(01024.HK)及嗶哩嗶哩(09626.HK)各升1%至1.9%。商湯(00020.HK)半日升4.9%,騰訊研究院指人工智能自動生成內容(AIGC)商業化應用將快速成熟,市場規模會迅速壯大。
美電動車股特斯拉(TSLA.US)隔晚造好,本港上市同業上揚。小鵬(09868.HK)及理想(02015.HK)各升7.6%及8.7%,蔚來(09866.HK)、比亞迪(01211.HK)及零跑(09863.HK)各升5.2%至5.9%。汽車股吉利(00175.HK)及長汽(02333.HK)各升3.6%。手機相關股造好,舜宇(02382.HK)、比亞迪電子(00285.HK)及高偉電子(01415.HK)各升2.5%至3.1%,丘鈦(01478.HK)升4.2%。
多隻消費及內需股走軟,歐舒丹(00973.HK)首九個月銷售額按固定匯率計增10.6%,遭多間券商指遜市場預期,股價跌6.7%。維達(03331.HK)及呷哺呷哺(00520.HK)各跌2.3%及3%,貓眼娛樂(01896.HK)跌4.2%。
協鑫科技(03800.HK)半日升6.9%。摩通發表報告,指歐盟或放寬成員國對緣色產業補貼,或對中國光伏業帶來潛在影響。
市場憧憬美國加息放緩利好經濟,出口股創科(00669.HK)升3.9%。航運股亦反彈,東方海外(00316.HK)、海豐(01308.HK)、中遠海控(01919.HK)及太平洋航運(02343.HK)各升4.4%至5.6%。金價上升,山東黃金(01787.HK)、招金(01818.HK)、中國黃金國際(02099.HK)及紫金(02899.HK)各升逾2%。資源股五礦資源(01208.HK)及洛鉬(03993.HK)各升4.2%及5.8%。
環保電力股龍源(00916.HK)發盈警,料全年淨利跌最少三成,半日股價跌5.6%。洛陽玻璃(01108.HK)預告全年淨利增長最少五成,半日股價升5.5%。四川衛健委早前發文取消生育數量限制及簡化生育登記要求等,育兒股見炒作,寶寶樹(01761.HK)及中國育兒網絡(01736.HK)各彈升72%及64%。正大企業國際(03839.HK)炒作持續,半日升15.2%報5.39元。
金融股方面,匯控(00005.HK)跌2.5%報56.5元,港交所(00388.HK)跌0.6%報350.2元,友邦(01299.HK)跌2.1%報86.7元。招行(03968.HK)跌2.8%。
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