《半日總結》恆指跌116點 聯想集團升逾4% 生科股造好
美股標普500指數與道指上周五齊創收市新高,納指偏軟。恆指今早低開40點後,一度倒升51點高見16,777點,其後掉頭回落,曾跌135點低見16,590點,半日收報16,609點,跌116點或0.7%;國指跌38點或0.7%,報5,726點;恆生科技指數跌13點或0.4%,報3,386點。大市半日成交總額443.2億元,滬、深港通南下交易半日淨流入19.66億及12.22億元人民幣。
科技股方面,阿里(09988.HK)跌0.9%,公司主席蔡崇信指已重回中國頂級電商企業軌道,菜鳥仍正等待更好時機上市。騰訊(00700.HK)跌1.6%報286.2元。百度(09888.HK)跌2.4%。網易(09999.HK)跌1.7%。京東(09618.HK)跌0.9%。快手(01024.HK)升0.9%。聯想集團(00992.HK)逆市漲4.3%,為表現最佳藍籌股,聯想在世界移動通信大會首次展示透明屏筆記本電腦及全景式AI陣容。
國家醫保局將新藥從上市到納入醫保目錄的等待時間從平均五年縮短至不到兩年,納入醫保藥品以五年內獲批新藥為主。生科股逆市造好,藥明生物(02269.HK)升3.6%,同系藥明康德(02359.HK)升3.6%。科笛(02487.HK)抽高26.9%。百奧賽圖(02315.HK)漲17.2%。來凱醫藥(02105.HK)升7.2%。
車股個別發展,比亞迪(01211.HK)董事長建議回購A股金額增至4億人幣,股價升1.9%。吉利(00175.HK)升1.8%。理想(02015.HK)升0.4%。蔚來(09866.HK)跌4.9%。小鵬(09868.HK)跌0.9%。
金融股方面,匯控(00005.HK)升0.08%。港交所(00388.HK)跌1.2%。友邦(01299.HK)跌2.4%,瑞銀降其目標價至90元,料公司去年新業務價值按實際匯率增長31.5%。
此外,市傳國航(00753.HK)考慮增持國泰(00293.HK),兩股各跌0.7%及升2.7%。申洲(02313.HK)跌3.3%,為表現最差藍籌股。至於安踏(02020.HK)與李寧(02331.HK)各跌3%及2.9%。
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