《半日總結》恆指升137點 閱文漲逾13% 李寧反彈近4%
市場觀望美聯儲議息,道指升157點或0.4%創近兩年高。港股昨日(11日)午市在A股ETF急彈下收復大部分失地,今日(12日)早市繼續向好。恆指高開34點後升幅擴大,曾升153點見16,364點,半日升137點或0.8%,報16,338點;國指升76點或1.4%,報5,608點;恆生科技指數升60點或1.7%,報3,727點。大市半日成交總額416.05億元,滬、深港通南下交易半日淨流入12.39億及10.5億元人民幣。
阿里(09988.HK)上月減持快狗打車(02246.HK)逾25萬股,阿里升1.8%報70.05元,快狗打車跌8.3%報0.55元。閱文(00772.HK)斥6億元人民幣收購母企騰訊(00700.HK)動漫平台資產兼建議回購股份獲市場看好,閱文股價抽升13.3%,騰訊升0.7%報309.4元。其他科技股方面,美團(03690.HK)升1.3%,小米(01810.HK)、京東(09618.HK)及百度(09888.HK)升2.3%至2.7%,快手(01024.HK)及嗶哩嗶哩(09626.HK)升逾3%。
理想(02015.HK)提前達成全年銷售目標,股價升1.6%,同業蔚來(09866.HK)及小鵬(09868.HK)升3.2%及4.6%。手機相關股造好,比亞迪電子(00285.HK)、瑞聲(02018.HK)及舜宇(02382.HK)升2.6%至3.4%,高偉(01415.HK)炒高逾5%。
市場觀望中央經濟工作會議及其後樓市政策,內房股率先炒上,碧桂園(02007.HK)及旭輝(00884.HK)升11%及13.2%,龍湖(00960.HK)、潤地(01109.HK)及雅居樂(03383.HK)升5.8%至6.4%,新城(01030.HK)、富力(02777.HK)及遠洋(03377.HK)升逾7%。
李寧(02331.HK)擬斥最多30億元回購股份,股價反彈3.9%報19.02元。協鑫集團與沙地投資大臣商探討產業佈局,加大光伏及算力等領域合作,協鑫科技(03800.HK)升4.8%。澳門擬明確「賭底面」屬違法,濠賭股個別發展,澳博(00880.HK)跌1.3%,美高梅中國(02282.HK)則升2.9%。
國壽(02628.HK)首十一個月原保險保費收入按年升近4%,股價升0.7%。其他金融股方面,匯控(00005.HK)升0.6%報60.65元,港交所(00388.HK)升1.2%,友邦(01299.HK)跌1.7%。農行(01288.HK)、招行(03968.HK)、郵儲行(01658.HK)及交行(03328.HK)升逾2%。
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