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《半日總結》恆指升3點 燃氣股造好 新奧漲5%
市場觀望美聯儲議息,港股早市反覆上落。恆指高開11點後窄幅爭持,初段曾跌98點見17,832點,其後曾升50點見17,981點,半日升3點或0.02%,報17,933點;國指升1點或0.02%,報6,210點;恆生科技指數跌21點或0.5%,報3,966點。大市半日成交總額409.08億元,滬、深港通南下交易半日淨流入15.7億及13.3億元人民幣。 據報內地擬設城中村改造專項借款,徊別內房股續炒作。遠洋(03377.HK)升7.3%,地產代理貝殼(02423.HK)升2.7%。據報碧桂園(02007.HK)境內債延期方案獲通過,該股半日平收報1.04元。融創中國(01918.HK)境外債務重組計劃獲大多數債權人批準,股價高開10%後升幅收窄,半日升4.6%。恆大(03333.HK)澄清恆大財富管理人被採取刑事強制措施無礙運作,股價高開6.6%後回落,半日跌3.3%。 摩通報告指內地房地產寬鬆措施或使居民住戶天然氣連接量下跌情況放緩,燃氣股潤燃(01193.HK)及新奧能源(02688.HK)升4.1%及5.2%,後者爲半日升幅最大藍籌。中燃氣(00384.HK)升3.2%。天然氣股崑崙能源(00135.HK)升5.8%。 中國財政部向集成電路和工業母機企業提供研發費用減稅優惠,中芯(00981.HK)及華虹半導體(01347.HK)升1.8%及0.6%。其他科技股方面,阿里(09988.HK)升0.4%報84.5元。騰訊(00700.HK)跌0.1%報312元,美團(03690.HK)、京東(09618.HK)及百度(09888.HK)跌1.4%至2.1%,小米(01810.HK)及快手(01024.HK)跌0.2%及0.9%,網易(09999.HK)及嗶哩嗶哩(09626.HK)升不足1%。中軟國際(00354.HK)半日跌3.4%。 蔚來(09866.HK)擬發行共10億美元可轉換優先債,股價跌3.5%。同業理想(02015.HK)及零跑(09863.HK)跌2%及3.7%。 金融股方面,匯控(00005.HK)跌0.6%報60.4元,港交所(00388.HK)及友邦(01299.HK)跌0.5%。金價上升,中國黃金國際(02099.HK)升4.7%,紫金(02899.HK)及山東黃金(01787.HK)升1.9%及1.4%。電訊股中電信(00728.HK)升2.5%。 太古地產(01972.HK)及太古A(00019.HK)升2.7%及3.1%。恆地(00012.HK)與太古地產逾63億元統一(魚則)魚涌舊樓業權。美國將公佈新屋動工數據,對美出口電動工具的創科(00669.HK)現炒作,半日升4.5%。聯邦製藥(03933.HK)大股東折讓9.8%配售最多6,400萬股,股價跌11.2%報7.22元。
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