《半日總結》恆指升209點 科網及消費股彈 藥明系造好
阿思達克 02-01 12:22
美聯儲維持利率不變及主席鮑威爾不認為可能在3月減息，納指隔晚跌逾2%，A股今日回升。港股今日半日反彈，恆指高開37點後升幅擴大，曾升319點見15,805點，半日升209點或1.4%，報15,694點；國指升75點或1.5%，報5,269點；恆生科技指數升95點或3.2%，報3,101點。大市半日成交總額546.29億元，滬、深港通南下交易半日淨流入11.1億及1.7億元人民幣。
東方甄選(01797.HK)取消配股予新東方(09901.HK)集資15億元人民幣交易，改為新東方和主席俞敏洪分別承諾以市價增持7億元東方甄選股份。新東方及東方甄選升2.9%及5.7%。美團配送斥5億人幣騎手春節穩崗補貼，美團(03690.HK)升4%。
其他科網股方面，騰訊(00700.HK)及京東(09618.HK)升1.7%，百度(09888.HK)升2.5%，阿里(09988.HK)及網易(09999.HK)升3.2%及3.6%，快手(01024.HK)及嗶哩嗶哩(09626.HK)升5.6%及7.5%，小米(01810.HK)升1.1%。此外，閱文(00772.HK)及心動(02400.HK)升8.2%及14.7%，商湯(00020.HK)、金蝶(00268.HK)、京東健康(06618.HK)及騰訊音樂(01698.HK)升逾5%。晶片設備股ASMPT(00522.HK)升6.8%。
消費股顯著反彈，中升(00881.HK)、海底撈(06862.HK)及李寧(02331.HK)升6.4%至6.9%，百威亞太(01876.HK)、中免(01880.HK)、新秀麗(01910.HK)及名創優品(09896.HK)漲逾5%，潤啤(00291.HK)升4.3%。
此外，紙業股玖紙(02689.HK)及物流股京東物流(02618.HK)升逾5%。電動車股理想(02015.HK)亦升5%。安踏(02020.HK)旗下Amer Sports赴美上市估值下調，安踏逆跌0.2%。濠賭股銀娛(00027.HK)、美高梅中國(02282.HK)及新濠國際(00200.HK)升逾5%。
醫藥股亦跑贏大市，藥明合聯(02268.HK)料去年淨利潤增逾80%，股價升10.1%。同系藥明生物(02269.HK)及藥明康德(02359.HK)反彈5.6%及4.6%。金斯瑞(01548.HK)炒高9.1%，威高(01066.HK)及信達生物(01801.HK)升6.2%及5.6%。據報內房股碧桂園(02007.HK)尋求出售倫敦住宅項目涉5.7億美元，股價升3.2%，同系碧服(06098.HK)升2.1%。
其他股份方面，匯控(00005.HK)跌0.1%報61.2元，港交所(00388.HK)及友邦(01299.HK)升1.1%及1.5%。內險股國壽(02628.HK)、中國太平(00966.HK)、人保(01339.HK)及太保(02601.HK)升逾2。地產股新世界(00017.HK)及九倉置業(01997.HK)升3%及3.9%。
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