《全日總結》恆指升407點 阿里系急漲 建行績前造好
阿里巴巴(09988.HK)大改組新設六大業務集團,未來或獨立上市,帶動科技股。美股期貨在亞洲時段造好,推動港股向上。恆指高開563點,早段曾升653點一度高見20,437點,其後升幅收窄一度見20,107點,全日升407點或2.1%,收20,192點;國指升149點或2.2%,收6,878點;恆生科技指數升102點或2.5%,收4,246點。大市全日成交總額1,464.1億元,滬、深港通南下交易淨流入11.94億及34.13億元人民幣。
阿里系股份抽升,阿里巴巴(09988.HK)升12.2%報94.55元,高鑫零售(06808.HK)升18.5%,阿里健康(00241.HK)及阿里影業(01060.HK)均升近5.2%。淘寶表示,阿里重組令公司可更自由合作,並指下月起與TVB每周一場直播,電視廣播(00511.HK)抽升13.9%報10.8元。
騰訊(00700.HK)宣布推出微信版知乎「問一問」搜索功能,股價升1.7%報384.8元。美團(03690.HK)升4.6%報140元,京東(09618.HK)、百度(09888.HK)及快手(01024.HK)升1.5%至1.9%,其中快手將於今日公布業績。微盟(02013.HK)及金山雲(03896.HK)升4.4%及4.7%。
電動車股比亞迪(01211.HK)去年純利增446%,全日股價升3.1%報218元。理想(02015.HK)、零跑(09863.HK)及小鵬(09868.HK)升3.6%至4.6%。電池股中創新航(03931.HK)升5.4%。比亞迪電子(00285.HK)去年純利跌19.6%,股價跌3%報22.5元。舜宇(02382.HK)及鴻騰(06088.HK)升逾3%。
內房股金茂(00817.HK)指併入潤地(01109.HK)傳言不實,金茂跌2.5%報1.55元。潤地升1.1%報35.7元。物管股雅生活(03319.HK)去年純利跌20.3%不派息,全日股價挫8.9%。碧桂園服務(06098.HK)升6.7%。
金融股方面,匯控(00005.HK)升0.6%報52.95元,港交所(00388.HK)升2.8%報343.6元,友邦(01299.HK)升1.5%報83.1元。建行(00939.HK)公布業績前升1%報5.1%,明日(30日)公布業績的農行(01288.HK)、工行(01398.HK)及中行(03988.HK)升1%至1.7%。中銀香港(02388.HK)升1.4%。
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