恆指升1.5%重越20天線 惟長汽(02333.HK)及「蔚小理」逆跌2%-5.5%
恆指升破20天線(16,108),現報16,138續升238點或1.5%,總成交額650億元。此外,恆生科指反覆續升0.8%報3,307。
瑞銀指,中國電動車產業面臨真正挑戰,尤其是價格競爭方面。電動車股今天普遍逆市受壓,尤其是小鵬-W(09868.HK)及蔚來-SW(09866.HK)今早低見34.5元及45.6元,現報35.75元及46.55元,回吐3.9%及5%。藍籌理想汽車(02015.HK)及比亞迪(01211.HK)低見105.8元及192.1元,現報109.7元及196.9元,回吐2%及1.3%。
然而,受累總裁已離職消息的零跑汽車(09863.HK)扭四連跌,今早股價反覆回升1.2%報21.35元。
傳統車股仍以去年業績倒退的長汽(02333.HK)沽壓最大,股價續跌2.9%報8.29元;藍籌吉利(00175.HK)也反覆吐近1%報7.85元。然而,北汽(01958.HK)及三菱汽車(00305.HK)分別續升2%及回升3%,報2.14元及0.335元。
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