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科指曾急漲3.4% 聯想集團、比亞迪電子及小米漲4.6%至近6% 東方甄選逆市挫近半成
美聯儲一如預期繼續維持利率不變,主席鮑威爾會後講話加強市場對聯儲局年內不會再加息的預測,美債孳息率回落,美國大型科技股受捧,帶動納指隔晚(1日)高收漲1.6%四連升後,納指一百期貨續升,現報14,804,再升0.4%。 然而,反映中概股表現的金龍中國指數昨晚逆美股跌1.4%。本港恆生科技指數扭兩連跌,今早高開1.6%報3,813(重越20天線)獲承接,最多急升3.4%至3,878遇壓,現報3,832,回升2.1%。此外,恆指扭兩連跌,今早曾一舉重越10天及20天線(17,198及17,445),最多漲357點或2.1%,高見17,459遇阻,現報17,308,僅回升206點或1.2%,總成交額385億元。 30隻科指成份股逾三分之二造好。小鵬-W(09868.HK)10月交付逾2萬輛智能車,按月及按年分別升31%及近3倍,該股扭三連跌,重越20天及100天線(61.15-61.65元),最多急漲逾10%高見63.5元,現報62.35元,回升8.34%。同業蔚來-SW(09866.HK)及理想汽車-W(02015.HK)也扭三連跌,現報58.8元及138.6元,回升3.5%及4.1%。 手機設備股受捧,小米-W(01810.HK)獲多間大行看好第三季業績,上調目標價,該股繼昨天逆市探頂後,今天進一步升至15.2元,創逾廿個月高,現報15.06元,續升5.9%。比亞迪電子(00285.HK)扭兩連跌,最高見34元,現報33.95元,回升4.9%。聯想集團(00992.HK)扭兩連跌,最多升5.6%高見9.44元,現報9.35元,回升4.6%。 超微半導體(AMD.US)季度盈利勝預期兼對AI晶片收入作出樂觀預測,刺激該股隔晚急漲近一成。本港AI龍頭股百度-SW(09888.HK)曾由約11個月低位反彈3.8%高見105.5元,現報103.5元,回升1.9%。騰訊(00700.HK)、京東-SW(09618.HK)及阿里-SW(09988.HK)升1%至2%,阿里跑贏曾高見82.2元。嗶哩嗶哩-W(09626.HK)升3.3%,曾高見107.5元。惟商湯-W(00020.HK)反覆倒跌0.7%,報1.39元。 然而,東方甄選(01797.HK)逆市跌4.7%報29.55元。
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