《市評》港股攀升408點成交逾三個月高 北水轉淨流出 騰訊市值破五萬億
騰訊(00700.HK)等科網股發力闖高,港股今日持續向上及再創逾三年高位。美國與日本達成貿易協議,美國對日本關稅將降至15%,美股道指及納指隔晚各升0.4%及跌0.4%,撰文之時,美國2年期債券孳息升至3.855%,美國10年期債券孳息升至4.38%,美匯指數處於97.45,道指期貨最新升203點或0.45%,納指期貨最新升48點或0.2%。上證綜指全日升0.4點或0.01%收3,582點,深證成指跌0.37%,滬深兩市成交額共1.86萬億元人民幣。國家商務部表示,經中美雙方商定,國務院副總理何立峰將於下周日(27日)至下周三(30日)赴瑞典與美方舉行經貿會談,繼續就彼此關心的經貿問題開展磋商。
恆指高開218點後升勢持續,以全日高位25,538點收市,漲408點或1.6%,創逾三年高,並連升四個交易日(累升1,039點或4.2%);國指全日升165點或1.8%,收報9,241點;恆生科技指數升138點或2.5%,收報5,745點。港股全日成交3,330.67億元,是4月10日(當日成交額3,955億元)以來最高水平,北水交易總成交額1,816.67億元,而南向資金今日淨流出13.2億元(上日淨流入27.17億元),自7月3日(當日淨流出30.47億元)後再度錄淨流出。港交所(00388.HK)上揚1.7%收439.8元。匯控(00005.HK)升0.3%收100元,重返「紅底」。
【騰訊彈半成 快手受追捧】
特朗普將在華盛頓發布《AI行動計劃》,本港科技股向好。騰訊漲4.9%報552元,市值突破5萬億元,PayPal夥騰訊旗下財付通等建立全球數碼錢包平台。阿里(09988.HK)推Qwen3-Coder為其最具代理能力代碼模型,阿里收升2.5%。內地7月有127款國產及7款進口網絡遊戲獲批,百度(09888.HK)及網易(09999.HK)等在列,兩股各升6.1%及2.6%。
快手(01024.HK)股價彈高7.1%,為表現最佳藍籌股,頂流博主MrBeast(野獸先生)周六(26日)開啟中文互聯網平台直播首秀。內媒報道,作為YouTube訂閱量超4.1億的世界頂流博主MrBeast將在美國隔空連線完成,標誌著這位擁有8億全球粉絲的「撒錢狂人」正式啟動中國戰略佈局。
【升股千一隻 水利股回軟】
港股今日市寬向好,主板股票的升跌比率為28比21(上日為28比22),上升股份1,169隻(升幅3%),恆指成份股今日67隻股份上升,下跌股17隻,升跌比率為79比20(上日73比24)。大市今日錄沽空381.15億元,佔可沽空股份成交額3,054.18億元的12.48%(上日為12.121%)。
水利建設股回軟,東方電氣(01072.HK)與哈爾濱電氣(01133.HK)各跌10.4%及5.3%。水泥股海螺(00914.HK)跌4.2%,華新水泥(06655.HK)跌9.4%。
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