《半日總結》恆指升590點 內房股急漲 龍湖及碧服飆兩成
阿思達克 07-25 12:33
中共中央政治局會議明確提出適時調整優化房地產政策，內媒分析指無提及「住房不炒」，同時提及要活躍資本市場及提振投資者信心，港股早市受刺激顯著高開。恆指高開504點後升幅擴大，曾升659點見19,328點，半日升590點或3.2%，報19,258點；國指升254點或4.1%，報6,525點；恆生科技指數升185點或4.6%，報4,200點。大市半日成交總額738.15億元，滬、深港通南下交易半日分別淨流入9.43億及淨流出4.69億元人民幣。
內房股領漲，龍湖(00960.HK)升20.4%，新城(01030.HK)及合景泰富(01813.HK)升16.5%，碧桂園(02007.HK)、融創(01918.HK)及越秀地產(00123.HK)升13.3%至14.3%，中海外(00688.HK)、萬科(02202.HK)、雅居樂(03383.HK)及中國金茂(00817.HK)升逾一成。物管股碧服(06098.HK)炒高20.5%，雅生活(03319.HK)升10.9%。地產代理貝殼(02423.HK)炒高11.2%。
建材股中建材(03323.HK)升6.1%，重型機械股中聯重科(01157.HK)升5.8%。資源及金屬股亦連帶受刺激，中鋁(02600.HK)、五礦資源(01208.HK)及中國宏橋(01378.HK)升7.4%至8.8%，江銅(00358.HK)、洛鉬(03993.HK)及紫金(02899.HK)升4.8%至6.1%。
券商股亦受提振，中金(03908.HK)及中信証券(06030.HK)升7.8%及8.9%，中國銀河(06881.HK)及廣發(01776.HK)升逾5%。此外，港交所(00388.HK)亦炒高4%重上300元。內險股中國平安(02318.HK)、國壽(02628.HK)、中國太平(00966.HK)及財險(02328.HK)漲5%至6%。內銀股招行(03968.HK)升7.7%。
科技股亦造高，阿里(09988.HK)升5%報93.7元，騰訊(00700.HK)升3.9%報337.6元，美團(03690.HK)、京東(09618.HK)、百度(09888.HK)及快手(01024.HK)升5.7%至7%，嗶哩嗶哩(09626.HK)升8.6%。網易(09999.HK)及小米(01810.HK)升2.7%。此外，金蝶(00268.HK)反彈5.9%，萬國數據(09698.HK)升8.9%。車股方面，吉利(00175.HK)升6.9%，蔚來(09866.HK)及小鵬(09868.HK)升8.8%及10.9%，比亞迪(01211.HK)升3%報268.2元。
消費股方面，體育用品股安踏(02020.HK)及李寧(02331.HK)升4.3%及4.8%。
其他藍籌方面，匯控(00005.HK)升1.1%報64.4元，友邦(01299.HK)升1.6%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
More Content
CS Hotline: +852 3018 4526
Trading days: 24 hours | Non-trading days: 9:00-18:00
