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《半日總結》恆指升4點 聯通揚逾6% 小鵬彈高12%
內地6月官方製造業PMI符預期,內地股市造好,港股早市反覆靠穩。恆指低開52點,其後曾倒升135點見19,070點,半日升4點或0.02%,報18,938點;國指升10點或0.2%,報6,437點;恆生科技指數跌24點或0.6%,報3,908點。大市半日成交總額403.94億元,滬、深港通南下交易半日淨流入9.03億及7.68億元人民幣。 科技股偏軟,阿里(09988.HK)跌1.2%報81.2元,騰訊(00700.HK)跌0.8%報331元,美團(03690.HK)擬購聯合創始人王慧文旗下AI公司涉資約22億元,股價跌1.8%。京東(09618.HK)跌0.2%,小米(01810.HK)、百度(09888.HK)及網易(09999.HK)跌1.2%至1.3%。快手(01024.HK)跌2.7%。此外,金軟(03888.HK)跌4.6%,美圖(01357.HK)跌2.7%。 車股小鵬(09868.HK)新車G8上市獲大行唱好,半日炒高12.4%報50.9元。長汽(02333.HK)及蔚來(09866.HK)升6.1%及4%。比亞迪(01211.HK)升近1%重上250元。鋰業股贛鋒鋰業(01772.HK)及天齊鋰業(09696.HK)升3.6%及5.2%。 Nike末季銷售勝預期惟利潤率續跌,申洲國際(02313.HK)低開逾2%後跌幅收窄,半日跌0.1%。體育用品零售商滔博(06110.HK)跌4.1%。體育用品股安踏(02020.HK)及特步(01368.HK)升3.9%及2.9%。 金融股方面,匯控(00005.HK)升0.1%報60.9元,恆生(00011.HK)及渣打(02888.HK)升1.2%及1%。港交所(00388.HK)及友邦(01299.HK)跌0.5%及0.6%。 其他股份方面,電訊股聯通(00762.HK)反彈6.3%,中移動(00941.HK)升1.7%。油價繼續上升,中石化(00386.HK)及昆侖能源(00135.HK)升2.9%及2.8%,煤炭股神華(01088.HK)升2.3%,兗礦能源(01171.HK)及中煤(01898.HK)升3.9%及3%。俄鋁(00486.HK)升5.1%。
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