《半日總結》恆指升111點 生物醫藥股揚 旭輝挫近54%
港股昨日(26日)跌至近十個月低,今日(27日)早市反彈。恆指高開5點後升幅擴大,曾升188點見17,655點,半日升111點或0.6%,報17,577點;國指升42點或0.7%,報6,072點;恆生科技指數升21點或0.6%,報3,838點。大市半日成交總額401.48億元,滬、深港通南下交易半日淨流入15.42億及16.36億元人民幣。
內房股旭輝(00884.HK)及同系物管股旭輝永升服務(01995.HK)達成復牌指引訂明要求,旭輝及旭輝永升服務分別跌53.9%及61.3%。市場關注恆大(03333.HK)部分債權人或加入清盤呈請,恆大先跌後倒升,半日升1.3%。新城(01030.HK)出售影院投資獲利近11億人民幣,股價半日平收報1.42元。周初復牌的奧園(03883.HK)半日再跌5.2%報0.275元。市場關注碧桂園(02007.HK)4,000萬美元債息今日到期,該股半日升1.1%報0.93元。
科技股方面,阿里(09988.HK)擬分拆菜鳥主板上市,獲港交所確認可進行,股價升0.8%報84.6元。騰訊(00700.HK)升0.7%報302元。美團(03690.HK)及網易(09999.HK)跌1.2%及0.1%。百度(09888.HK)及京東(09618.HK)升1.1%及1.2%,快手(01024.HK)、小米(01810.HK)及嗶哩嗶哩(09626.HK)升逾2%。電動車股蔚來(09866.HK)升3.9%,比亞迪(01211.HK)跌0.8%報237.2元。手機部件股比亞迪電子(00285.HK)斥158億人幣購Jabil移動電子製造業務,股價跌2%報34.4元。
IMAX中國(01970.HK)私有化提案獲獨立顧問ISS建議支持,股價升3.3%報8.53元。高盛降滔搏(06110.HK)目標價並下調盈測,滔博跌6.7%。里昂降玖龍紙業(02689.HK)評級至「沽售」並削目標價,玖龍紙業跌1.4%。維達(03331.HK)早前連日下滑,早市反彈7.3%報17.64元。
生物醫藥股藥明生物(02269.HK)及金斯瑞(01548.HK)升逾5%,信達生物(01801.HK)升7.6%。醫藥研發服務商藥明康德(02359.HK)及康龍化成(03759.HK)升7.8%及6.1%。
金融股迼好,匯控(00005.HK)升0.6%報60.75元,港交所(00388.HK)及友邦(01299.HK)升1.1%及0.4%,招行(03968.HK)及國壽(02628.HK)升2.8%及2%,四大內銀建行(00939.HK)、農行(01288.HK)、工行(01398.HK)及中行(03988.HK)升0.9%至1.4%。電訊股聯通(00762.HK)及中移動(00941.HK)升0.2%及0.5%,中電信(00728.HK)發布網路大模型「啟明」,股價跌0.3%。紐約期油重上90美元,油股中石化(00386.HK)及中石油(00857.HK)升2.8%及2.1%。
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