《半日總結》恆指升666點 恆生科指揚4.8% 龍湖彈12%
阿思達克 06-02 12:23
美國參議院通過暫停債務上限，市場憧憬美聯儲本月中議息會議不會加息，港股早市顯著反彈。恆指高開349點後升幅擴大，半日升666點或3.7%，報18,883點；國指升260點或4.2%，報6,409點；恆生科技指數升175點或4.8%，報3,806點。大市半日成交總額623.09億元，滬、深港通南下交易半日淨流入3.9億及2.26億元人民幣。
加息預期降溫刺激科技股，阿里(09988.HK)升6.2%報82.1元，騰訊(00700.HK)升4.9%報331元，美團(03690.HK)、京東(09618.HK)、百度(09888.HK)及快手(01024.HK)升5.6%至6.9%。嗶哩嗶哩(09626.HK)公布季績後遭券商下調目標價，關注其次季收入，股價逆跌2.7%報120.7元。此外，金蝶(00268.HK)、金山雲(03896.HK)、京東健康(06618.HK)、閱文(00772.HK)及舜宇(02382.HK)升5.1%至6%，萬國數據(09698.HK)升11.6%，東方甄選(01797.HK)則跌3.4%。
電動車股方面，小鵬(09868.HK)5月交付7,506輛智能電動車，半日股價升7.9%。比亞迪(01211.HK)上月新能源車銷量按年升109%，半日股價升3.2%報241.8元。蔚來(09866.HK)上月交付按月跌7.6%，股價仍升3.2%。理想(02015.HK)及長汽(02333.HK)升6.1%及5.3%。鋰業股贛鋒鋰業(01772.HK)及天齊鋰業(09696.HK)各升6.6%及7.6%。
大摩引述龍湖(00960.HK)管理層料內地樓市將出現脈衝式復甦，內房股抽高，龍湖及新城(01030.HK)升12%及11.6%，合景泰富(01813.HK)升15%，潤地(01109.HK)、碧桂園(02007.HK)、金茂(00817.HK)及遠洋(03377.HK)升7.9%至9.1%。內房物管股碧服(06098.HK)升10.8%。
消費及內需股漲，體育用品股特步(01368.HK)、安踏(02020.HK)及李寧(02331.HK)升7.6%至9.4%。濠賭股金沙中國(01928.HK)及永利澳門(01128.HK)升4.8%及5.2%。
金融股方面，匯控(00005.HK)升1.6%報58.25元，港交所(00388.HK)升4.1%報303元，友邦(01299.HK)升2.7%報77.2元。黃金股漲，山東黃金(01787.HK)升4.9%，中國黃金國際(02099.HK)、紫金(02899.HK)及靈寶(03330.HK)升6.6%至8.9%。
其他股份方面，廣發証券(01776.HK)確定每股3元收購惠理(00806.HK)20.2%股權，廣發証券升0.7%，惠理升4.3%報2.45元。電視廣播(00511.HK)第9場直播帶貨銷售突破1億人民幣，半日股價飆升47.6%報7.16元，成交額1.96億元。
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