《半日總結》恆指升206點 手機、汽車及地產股漲 小鵬揚逾8%
阿思達克 11-02 12:15
市場憧憬美聯儲今年不再加息，納指隔晚(1日)升1.6%。港股早市上升，恆指高開180點，初段曾升357點見17,459點，其後升幅收窄。半日升206點或1.2%，報17,307點；國指升80點或1.4%，報5,939點；恆生科技指數升85點或2.3%，報3,837點。大市半日成交總額414.92億元，滬、深港通南下交易半日淨流入11.18億及7.01億元人民幣。
多間車股公布上月交付或銷售數據後股價造好，小鵬(09868.HK)上月交付按月增31%，半日股價升8.3%。長汽(02333.HK)上月新能源車銷售按年增近1.8倍，半日股價升5.1%。理想(02015.HK)及蔚來(09866.HK)上月交付按年增逾3倍及60%，半日股價各升4%及4.2%。吉利(00175.HK)上月總銷量按年增19%，股價升5%。此外，比亞迪(01211.HK)升0.3%報234元。
Canalys調查指小米(01810.HK)第三季全球智能手機交付按季升25%至4,150萬部(按年錄正增長2%)，獲多間券商上調目標價，小米半日股價升5.9%報15.06元。高通季度收入預測遠勝預期，市場憧憬手機需求回穩，手機相關股丘鈦(01478.HK)及比亞迪電子(00285.HK)亦炒高6.2%及5.3%，瑞聲(02018.HK)升2.5%。
加息預期退卻，匯控(00005.HK)跌0.2%報56.8元，渣打(02888.HK)跌2.5%。恆生(00011.HK)則升1.9%，友邦(01299.HK)升2.4%。本地地產股造好，恆地(00012.HK)及領展(00823.HK)升4.4%及6.3%，新地(00016.HK)及九倉置業(01997.HK)升2.2%，港鐵(00066.HK)提早終止營運瑞典通勤鐵路，料涉額外開支7億元，股價升2.4%報30.15元。
其餘科技股普遍造好，阿里(09988.HK)升2.3%報81.4元，騰訊(00700.HK)升1.1%報290.2元，京東(09618.HK)、百度(09888.HK)及快手(01024.HK)升1.6%至2%，網易(09999.HK)升1%，嗶哩嗶哩(09626.HK)及聯想集團(00992.HK)升3.4%及4.6%，美團(03690.HK)逆跌0.6%，東方甄選(01797.HK)跌4.5%。
內地發布商業銀行資本管理辦法，對計入資本淨額損失準備設置兩年過渡期，建行(00939.HK)升0.9%，招行(03968.HK)、中行(03988.HK)及郵儲行(01658.HK)升1.7%至2.2%。港交所(00388.HK)升1.5%報277.8元。
青啤(00168.HK)表示公安機關已對三廠涉事工人行政拘留，股價走低1.2%。百勝中國(09987.HK)績後再遭多間券商唱淡，股價跌3.9%。中移動(00941.HK)預計全年資本開支減至1,832億人民幣，股價升0.8%報62.55元。大摩指招金(01818.HK)首三季業績未達預期並下調目標價，招金半日仍升4.4%。
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