《半日總結》恆指升252點 快手績前彈逾6% 電力及車股揚
中國外匯市場指導委員會上周五(19日)表示人民幣匯率能在合理均衡水平上保持基本穩定,人民幣中間價終止三連跌回升199點子,港股早市在科技股及汽車股帶動下回升。恆指高開28點後升幅擴大,曾升334點一度高見19,784點,半日升252點或1.3%,報19,702點;國指升104點或1.6%,報6,697點;恆生科技指數升91點或2.4%,報3,913點。大市半日成交總額537.41億元,滬、深港通半日淨流出3,910萬及淨流入7,540萬元人民幣。
科技股造好,快手(01024.HK)公布季績在即,半日抽升6.3%報53.2元。里昂料快手首季電商及直播業務增長穩固,直播業務可跑贏同業,料首季經調整虧損可按年收窄至5.35億人民幣,並估計公司2023財年可達收支平衡。
東方甄選(01797.HK)4月抖音主播帶貨榜繼續維持排名第一,股價炒升11.6%。阿里(09988.HK)升1.9報84元,騰訊(00700.HK)升1.6%報338.6元,美團(03690.HK)啟動在港業務,股價升2.1%,小米(01810.HK)升2%,京東(09618.HK)、百度(09888.HK)及嗶哩嗶哩(09626.HK)升逾3%。
車股受捧,蔚來(09866.HK)及小鵬(09868.HK)各升5.6%及4.5%,吉利(00175.HK)、比亞迪(01211.HK)、理想(02015.HK)及零跑(09863.HK)升2.7%至3.4%。醫藥股藥明生物(02269.HK)及翰森(03692.HK)分別升5.8%及3.7%,艾美(06660.HK)漲逾7%。
電力股漲,華能國電(00902.HK)及龍源(00916.HK)升6.5%及7.6%。消費及內需股普遍上升,周黑鴨(01458.HK)及呷哺呷哺(00520.HK)各升6.5%及4.9%,中免(01880.HK)、攜程(09961.HK)、海底撈(06862.HK)、統一企業中國(00220.HK)及康師傅(00322.HK)升2.8%至3.2%。濠賭股銀娛(00027.HK)首季經調整EBITDA按年增長2.3倍至19.07億元,股價升1.5%。同業澳博(00880.HK)升2.1%。
金融股方面,匯控(00005.HK)升0.5%報59.75元,友邦(01299.HK)升2%報80.5元,港交所(00388.HK)擬6月19日推雙櫃台模式及雙櫃檯莊家機制,股價升1.7%報309.2元。李嘉誠父子旗下私人公司將郵儲行(01658.HK)逾1.96億H股納入家族信託內,郵儲行半日平收報5.1元。
其他藍籌方面,申洲(02313.HK)及龍湖(00960.HK)升逾3%%。
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