《港股》恆指半日升62點 長和漲近3% 中資基建股抽上
美股道指隔夜收跌19點,惟納指及標普500指數齊創新高。美國財長貝森特指不會在8月1日限期前倉促達成貿易協議,很快會與中國進行談判。恆指今早(21日)開市已收復二萬五關,高開30點後升勢反覆,一度升126點高見25,120點,其後曾倒跌93點低見24,900點,半日升62點或0.3%,報25,057點;國指微升0.62點,報9,040點;恆生科技指數升3點,報5,589點。港股半日成交1,377.89億元。
科技股個別發展,阿里(09988.HK)推Qwen3升級版,性能超過Kimi-K2等領先閉源模型態,阿里半日跌0.6%。騰訊(00700.HK)升0.6%。快手(01024.HK)升1.7%。百度(09888.HK)升0.9%。京東(09618.HK)跌0.8%,據報京東擬收購佳寶,惟消息指實際交易金額遠未達40億元,具體官方資訊或在8月份公佈。商湯(00020.HK)跌2.4%。優必選(09880.HK)半日跌5.7%,公司擬折讓9.1%配股料淨籌24.1億元。
比亞迪(01211.HK)第1,300萬輛新能源汽車出廠,股價升2.2%。其他車股蔚來(09866.HK)升4.5%。吉利(00175.HK)升0.5%。理想(02015.HK)跌2.3%。小鵬(09868.HK)跌0.5%。小米(01810.HK)持平報57.75元。
國務院總理李強日前簽署國務院令,公佈《住房租賃條例》9月15日起施行,鼓勵多渠道增加租賃住房供給。內房股龍湖(00960.HK)升1.2%,惟雅居樂(03383.HK)跌1.1%。中資基建股抽上,中交(01800.HK)彈高8.6%,中鐵股份(00390.HK)及中鐵建(01186.HK)各揚5%及5.9%。
金融股匯控(00005.HK)升1.2%。港交所(00388.HK)升0.6%。友邦(01299.HK)持平報69.35元。
長和(00001.HK)升2.9%,據報中遠海運集團擬加入購長和港口業務。另外,寧德時代(03750.HK)再創新高,今早曾高見434.8元,半日報429.8元,升2.8%。中芯(00981.HK)升3.3%,爲表現最佳藍籌股。至於新東方(09901.HK)跌4.3%,爲表現最差藍籌股。
王國龍明年6月底前退任領展(00823.HK)行政總裁及執董,領展半日升1.9%。經緯天地(02477.HK)推出自主開發全球穩定幣貨幣支付平臺,股價升10.1%。中國龍工(03339.HK)初段曾飆48%創逾四年高,半日升32.1%,公司料上半年純利增最多45%。
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