《半日總結》恆指升39點 美團造好 快手跌逾4%
美債孳息上揚,港股早市反覆上落。恆指低開12點,曾倒升104點見20,472點,其後曾跌59點見20,308點。半日升39點或0.19%,報20,407點;國指升15點或0.22%,報6,904點;恆生科技指數升12點或0.3%,報4,114點。大市半日成交總額505.09億元,滬、深港通南下交易淨流人5.96億及12.1億元人民幣。
阿里(09988.HK)旗下盒馬擬明年赴港上市,阿里升0.6%報92.8元。騰訊(00700.HK)內部人士指,減持快手(01024.HK)為外部投資夥伴要求及不影響持股。騰訊升0.4%報358.8元,快手(01024.HK)跌4.8%報49.2元。美團(03690.HK)外賣首場直播帶貨,訂單按年增近五成,美團升3.5%報140.3元。
內地官方媒體發文稱促進人工智能與實體經濟深度融合,且華為預計2030年全球AI算力將暴增500倍。金山雲(03896.HK)炒高14.6%,金軟(03888.HK)升3.1%。電訊設備股中興(00763.HK)及長飛光纖光纜(06869.HK)亦炒高5.3%及6.6%。荷蘭晶片光刻機生產商ASML料全年內地收入大幅回升,晶片股中芯(00981.HK)升3.9%。其他科技股方面,網易(09999.HK)升2%,東方甄選(01797.HK)回吐9.7%,雲音樂(09899.HK)升5.2%。
美電動車生產商特斯拉(TSLA.US)表明將繼續減價,犧牲利潤率提高銷量,車股受壓,蔚來(09866.HK)及小鵬(09868.HK)跌4.9%及7.2%。理想(02015.HK)、長汽(02333.HK)及零跑(09863.HK)各跌逾2%。
濠賭股金沙中國(01928.HK)首季經調整物業EBITDA虧轉盈至3.98億美元,股價升3.3%。據報中移動(00941.HK)否認探討收購香港寬頻(01310.HK),香港寬頻跌2.2%報6.15元。中移動公布季績在即,股價升0.2%報67.85元。
金融股方面,匯控(00005.HK)稱與平安進行約20次高級別會談,惟多個事項上雙方和而不同。匯控升0.2%報55.95元,中國平安(02318.HK)升0.9%報54.75元。港交所(00388.HK)升0.2%報340.2元,友邦(01299.HK)跌1.5%報83.7元。
其他股份方面,泡泡瑪特(09992.HK)首季收益按年增長最多5%,半日股價升4.8%。海爾智家(06690.HK)升3.1%。藥明生物(02269.HK)跌2.2%。
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