《半日總結》恆指升149點 科技股漲 藥明生物彈逾5%
中國5月財新製造業PMI升至50.9超出市場預期,美國眾議院通過上調債務上限,科技股造好帶動港股早市上升。恆指今早低開44點後掉頭向上,曾升231點一度高見18,465點,半日升149點或0.8%,報18,383點;國指升56點或0.9%,報6,220點;恆生科技指數升71點或2%,報3,698點。大市半日成交總額757.12億元,滬、深港通南下交易半日淨流入4.7億及淨流出7.28億元人民幣。
科技股方面,嗶哩嗶哩(09626.HK)將公布季績,股價低開4.8%後倒升,半日升0.3%報127.9元。阿里(09988.HK)升1.2%報78.85元,騰訊(00700.HK)升3.3%報320.8元,美團(03690.HK)、京東(09618.HK)及百度(09888.HK)升4.1%至5.1%,快手(01024.HK)及商湯(00020.HK)升逾3%。
此外,金山雲(03896.HK)炒升19%,美圖(01357.HK)及東方甄選(01797.HK)升11.7%及10.7%,微盟(02013.HK)及金軟(03888.HK)升6.9%及7.7%,平安好醫生(01833.HK)升5.6%。晶片設備股ASMPT(00522.HK)漲4%。
金價升至一周高,招金(01818.HK)、紫金(02899.HK)及靈寶(03330.HK)升4%至4.9%,中國黃金國際(02099.HK)升8.4%,山東黃金(01787.HK)升3.1%。資源股五礦資源(01208.HK)亦升5.1%。燃氣股獲花旗唱好,中燃氣(00384.HK)升2.8%,潤燃(01193.HK)及新奧能源(02688.HK)升逾4%。
金融股方面,匯控(00005.HK)跌0.7%報57.3元,港交所(00388.HK)及友邦(01299.HK)升2%及1.3%。中指研究院指5月內地百城新房價格止漲轉跌,內房股龍湖(00960.HK)及越秀地產(00123.HK)跌2.8%及4.2%。恆地(00012.HK)半日股價跌3.8%,遭大摩下調評級至「減持」,新世界(00017.HK)及信置(00083.HK)跌逾2%。領展(00823.HK)反彈0.1%報45.55元。
多隻消費及內需股受壓,中國旺旺(00151.HK)及蒙牛(02319.HK)跌5%及4.6%,JS環球生活(01691.HK)跌7.5%。航空股南航(01055.HK)同步發行A、H股籌逾220億元,股價跌6.2%報4.23元。國航(00753.HK)跌5.9%。
大摩引述藥明生物(02269.HK)管理層重申2023年至2025年收入及純利複合增長率指引各為30%及26至27%,藥明生物半日升5.4%。
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