《全日總結》恆指升38點 油金股造好 內房見回吐
阿思達克 09-14 16:42
美上月通脹數據大致符預期，市場觀望美聯儲下周議息，港股反覆造好。恆指高開92點，初段曾升164點見18,173點，其後曾倒跌80點見17,928點。全日升38點或0.21%，收18,047點；國指升39點或0.63%，收6,275點；恆生科技指數升17點或0.44%，收4,059點。大市全日成交總額816.04億元，滬、深港通南下交易淨流入22.26億及20.94億元人民幣。
商品股起舞，油股中石油(00857.HK)及中海油(00883.HK)升5.8%及5%，油服股中海油服(02883.HK)升3.2%。煤炭股神華(01088.HK)升3.8%，兗礦能源(01171.HK)及中煤(01898.HK)升5.8%及6.3%。黃金股方面，山東黃金(01787.HK)及招金(01818.HK)升4.7%及3.7%，中國黃金國際(02099.HK)及靈寶(03330.HK)升8%及7%，藍籌股紫金(02899.HK)升2.1%。此外，中鋁(02600.HK)亦升4.3%。
銀行股支持大市，匯控(00005.HK)升1.3%報59.75元，建行(00939.HK)及工行(01398.HK)升1.2%及1.1%。
穆迪將內房行業前景下調至負面，內房股普遍回吐。恆大(03333.HK)跌12.7%，合景泰富(01813.HK)及融創中國(01919.HK)跌8.3%及8.8%，碧桂園(02007.HK)及新城(01030.HK)跌4.5%及5.3%，遠洋(03377.HK)、寶龍(01238.HK)及雅居樂(03383.HK)跌2.9%至3.4%。物管股碧服(06098.HK)跌5.9%。
科技股方面，騰訊(00700.HK)跌0.1%報319.8元，阿里(09988.HK)升0.4%報85.9元。美團(03690.HK)及百度(09888.HK)跌0.1%，京東(09618.HK)及網易(09999.HK)升0.2%，快手(01024.HK)升0.9%。據報小米(01810.HK)11月初推「小米14」，備貨量按年增六成，股價升2.7%。
電動車股方面，比亞迪(01211.HK)續受歐盟調查中國電動車傾銷影響，股價跌1.2%，理想(02015.HK)升1.5%。鋰電池原材料商贛鋒鋰業(01772.HK)及天齊鋰業(09696.HK)均跌逾2%。
高盛引述李寧(02331.HK)指8月線下銷售額按年增長，但下修今年門店擴張目標，李寧跌2.8%。百勝中國(09987.HK)計劃2024至2026年間以季度派息和股份回購向股東回饋約30億美元，股價升4.8%。
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