《半日總結》恆指升145點 阿里騰訊造好 基建股受捧
阿思達克 06-16 12:29
市場炒作美聯儲將較預期早結束加息，道指升428點或1.3%。港股早市上升，恆指高開86點後升幅擴大，半日升145點或0.7%，報19,974點；國指升37點或0.6%，報6,810點；恆生科技指數升6點或0.16%，報4,204點。大市半日成交總額621.79億元，滬、深港通南下交易半日淨流出1.76億及2,420萬元人民幣。
《人民日報》評論文章提出加快發展新一代人工智能，科技股個別發展，阿里(09988.HK)升2.5%報91.2元，騰訊(00700.HK)升1.4%報359.8元，美團(03690.HK)及京東(09618.HK)升0.3%及0.6%，百度(09888.HK)及嗶哩嗶哩(09626.HK)跌0.5%及0.9%，小米(01810.HK)及快手(01024.HK)跌1.1%及1.6%。此外，聯想集團(00992.HK)升2.9%，中興(00763.HK)及金軟(03888.HK)升4.1%及4.4%，金山雲(03896.HK)回吐4.4%。
大摩指蔚來(NIO.US)推ET5旅行版定價極具競爭力，蔚來半日升5.6%，同業小鵬(09868.HK)升2.4%，比亞迪(01211.HK)則跌0.3%。舜宇(02382.HK)降今年全球智能手機付運，手機部件股比亞迪電子(00285.HK)、瑞聲(02018.HK)及舜宇跌2.3%至3.1%。發改委稱將加緊制定出臺恢復和擴大消費政策文件，滔搏(06110.HK)及九毛九(09922.HK)升逾3%，航空股東航(00670.HK)升3.3%，但呷哺呷哺(00520.HK)回吐4.4%。
加息結束預期支持地產股，領展(00823.HK)、太古地產(01972.HK)及九倉置業(01997.HK)升1.9%至2.8%。公用股中電(00002.HK)、煤氣(00003.HK)及電能(00006.HK)升1.5%至1.6%。美元下跌利好金價，紫金(02899.HK)及山東黃金(01787.HK)升2.7%，招金(01818.HK)及中國黃金國際(02099.HK)升3.8%及4.5%。油價創逾一週高，中海油(00883.HK)及中石油(00857.HK)升1.6%，油服務中海油服(02883.HK)升4.3%。
市場憧憬內地推刺激經濟措施包括推動基建，基建股中鐵(00390.HK)、中鐵建(01186.HK)及中交建(01800.HK)升3.6%至4.3%。資源股中鋁(02600.HK)升4.2%。波羅的海指數九連升，東方海外(00316.HK)升2%，太平洋航運(02343.HK)升5%。
醫藥股造好。石藥(01093.HK)升3.3%。信達生物(01801.HK)升6.2%。百濟神州(06160.HK)將對Pharmacyclics發起專利侵權指控開展堅決辯護，股價反彈5.7%。
金融股方面，匯控(00005.HK)升0.9%報60.55元，港交所(00388.HK)及友邦(01299.HK)各升0.2%及0.1%，渣打(02888.HK)及財險(02328.HK)升2.4%及2.7%。
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