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恆指午後升近百五點 網易、百度、美團及藥明生物升2%-4% 中石油屢探頂
內地剛出爐通脹數據惹市場憂慮陷入通縮,市場憧憬人行「降準┌,加上人民幣兌美元中間價今天上調165點子報7.1115,結束連日屢創逾半年低。滬指及深成反覆續升近0.4%及0.6%,報3,228及10,778(即市高位)。 恆指三連升,繼半日市反覆升0.3%後,下午終於突破連日受制19,400,最高見19,463,現報19,442,升143點或0.7%,但成交額僅557億元。 藍籌股普遍反覆向好,「三桶油」逆國際油股升逾1%-2%,中石油(00857.HK)跑贏,股價屢創逾四年半高,最高見5.79元,現報5.76元,續升2.5%;中石化(00386.HK)續升2.4%報5.18元。 新經濟股以美團(03690.HK)升幅較大,股價四連升兼升破20天線(125.9元),午後升幅擴至2.9%報128.6元。 網易(09999.HK)四連升,午後高見147.5元為4月中旬以來最高,現報146.7元,續升2%。據報百度(09888.HK)擬推一款全新AI對話軟件「萬話」,股價午後曾逼近百天線(133.8元),最高見133.7元,現報133.6元,反覆回升2.3%。權重股騰訊(00700.HK)及阿里巴巴(09988.HK)反覆升1.4%及0.9%,報339.2元及84.1元。 周大福(01929.HK)全年少賺20%但派特別股息72仙,加上4-5月同店銷售增長理想獲大摩「吹笛」,股價曾抽升8.7%至15元,現報14.24元,回升逾3%。 內需股以安踏(02020.HK)、康師傅(00322.HK)及潤啤(00291.HK)表現最好,股價升逾2%,報85元、11.94元及52.85元;吉利(00175.HK)及比亞迪(01211.HK)回升逾1%。然而,恆安(01044.HK)回吐1.7%報34.45元,股價重失20天線(34.9元);蒙牛(02319.HK)反覆續跌0.5%報30.2元。 醫藥股全線反覆向好,尤其是藥明生物(02269.HK)升近4%報45.25元,股價升破20天線。然而,在線醫療股京東健康(06618.HK)及阿里健康(00241.HK)跌0.5%-1%,股價曾分別低見48.85元及4.68元。此外,碧桂園系也吐逾1%。
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