《半日總結》恆指升61點 安踏彈高12% 百度揚
市場觀望美聯儲主席鮑威爾本周稍後演說。港股早市先跌後回升。恆指低開28點後爭持,半日波幅不足140點,中午收市升61點或0.3%,報17,852點;國指升22點或0.4%,報6,119點;恆生科技指數跌2點或0.1%,報3,998點,大市半日成交總額425.4億元。滬、深港通南下交易半日淨流入24.45億及10.13億元人民幣。
百度(09888.HK)中期淨利潤按年升3倍,市場憧憬文心一言未來可獲准商業營運,早市股價升4.4%報128.4元。快手(01024.HK)第二季非國際財務報告準則經調整利潤轉正,股價升1.4%報63.35元。萬國數據(09698.HK)中期虧損收窄,股價升4.9%。金軟(03888.HK)半年虧轉盈賺2.5億元人民幣,股價升0.8%。舜宇(02382.HK)中期純利跌68%,股價跌3.6%。京東方精電(00710.HK)中期純利倒退19%,股價挫10.5%。
安踏(02020.HK)半年淨利潤升32%勝市場預期,獲多間券商上調目標價,股價抽高11.7%報86.7元。特步(01368.HK)半年純利升12.7%增派中期息,股價升4.9%。九毛九(09922.HK)績後遭里昂下調投資評級,股價跌6%。康師傅(00322.HK)半年純利升31%,該股升0.9%。名創優品(09896.HK)全年多賺1.7倍獲多間券商上調目標價,股價升5.4%。時代電氣(03898.HK)中期純利增長33%,股價抽高7.1%報27.2元。
恆地(00012.HK)上半年基礎盈利升18%,股價升2.2%報21.25元。雅居樂(03383.HK)預告半年轉蝕40億至45億人幣,股價跌4.7%。太古A(00019.HK)宣布派特別息,股價升2.2%。
其他科技股方面,阿里(09988.HK)跌0.6%報86.05元,騰訊(00700.HK)跌0.2%報318.4元,美團(03690.HK)及京東(09618.HK)跌0.1%,網易(09999.HK)及小米(01810.HK)升0.4%及1.4%,嗶哩嗶哩(09626.HK)跌2.4%。車股理想(02015.HK)、長汽(02333.HK)及小鵬(09868.HK)跌2.1%至3.1%。
內媒《經濟日報》刊文稱「房住不炒」須長期維持。內房股普遍下跌。碧桂園(02007.HK)及富力(02777.HK)跌6.7%及5.5%,合景泰富(01813.HK)及遠洋(03377.HK)跌近3%。
其他藍籌方面,匯控(00005.HK)跌0.3%報58.4元,港交所(00388.HK)跌0.7%,友邦(01299.HK)升2.3%報69.8元。潤啤(00291.HK)升2.5%,創科(00669.HK)及中國宏橋(01378.HK)跌2.3%及3.1%。
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