《半日總結》恆指升145點 「B站」彈近一成 基建股續揚
本港2月採購經理指數創九個月高,美聯儲委員「放鴿」,美股道指隔晚(2日)升341點或1%,港股早市上升。恆指高開273點,初段曾升297點一度高見20,727點,其後升幅收窄至68點見20,498點,半日升145點或0.7%,報20,575點;國指升70點或1%,報6,927點;恆生科技指數升65點或1.6%,報4,191點。大市半日成交總額550.84億元,滬、深港通南下交易半日淨流入12.58億及12.4億元人民幣。
科技股方面,嗶哩嗶哩(09626.HK)去年第四季經調整淨虧損收窄至13億人民幣,券商引述管理層稱今年目標為經調整淨虧損削半,股價半日升9.6%報167.8元。
阿里巴巴(09988.HK)升0.6%報88.15元,騰訊(00700.HK)升1.4%報367.8元,美團(03690.HK)及小米(01810.HK)升1.1%及0.3%,網易(09999.HK)升2.4%,京東(09618.HK)及百度(09888.HK)升3.3%及4.3%。內地短視頻用戶規模首次突破10億,快手(01024.HK)升5.3%。此外,金山雲(03896.HK)升8.2%,晶片股華虹半導體(01347.HK)升3.4%,電動車股小鵬(09868.HK)及零跑(09863.HK)升3.5%及4.1%。
基建股繼續炒上,中鐵(00390.HK)及中鐵建(01186.HK)升2.9%及3%,中交建(01800.HK)升5.4%。鐵路股中車(01766.HK)升4.8%。
餐飲股頤海(01579.HK)、海底撈(06862.HK)及百勝中國(09987.HK)升2.9%至3.5%,體育用品股李寧(02331.HK)跌2.1%,滔搏(06110.HK)升3%。紙品股維達(03331.HK)跌3.8%。濠賭股永利澳門(01128.HK)宣布擬發行6億美元可轉換債,股價跌5.1%報7.67元。
聯通(00762.HK)及中移動(00941.HK)各升3%及1.6%。匯控(00005.HK)跌0.6%報57.9元,港交所(00388.HK)及友邦(01299.HK)各升0.6%。內房股旭輝(00884.HK)反彈3.4%。
電視廣播(00511.HK)半日彈高19.7%,公司早前宣布與淘寶達成合作意向,年內舉行逾48場電商直播。
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