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《港股》恆指高開218點 科技股及車股造好 藥明合聯升9%
瑞典證實第三輪中美貿易談判將於下周舉行,美國總統特朗普亦透露或在不久將來前往中國,與中國國家主席習近平會面,以解決兩國不斷升溫的貿易及安全緊張局勢。美股周二(22日)大致上揚,標普500指數升4點至6,309點,再創收市新高,道指亦高收179點,惟納指倒跌收市。港股今早(23日)造好,恆指高開218點或0.9%,報25,348點;國指高開80點或0.9%,報9,156點;恆生科技指數高開69點或1.2%,報5,675點。 科技股方面,阿里(09988.HK)推Qwen3-Coder為其最具代理能力代碼模型,阿里高開0.8%。 騰訊(00700.HK)高開0.8%。百度(09888.HK)高開3.2%,為表現最佳藍籌股。網易(09999.HK)、快手(01024.HK)及攜程(09961.HK)各高開1.2%至2.3%。 鄭州市監局行政約談餓了麼、美團(03690.HK)及京東(09618.HK)三家外賣平台企業,美團及京東各高開1.6%及1.8%。 據報推遲匈牙利新廠房量產兼減少產量,比亞迪(01211.HK)高開0.4%。其他車股小米(01810.HK)高開0.7%。蔚來(09866.HK)高開近9%,樂道L90將於400多間門店開啟動態試駕體驗。小鵬(09868.HK)高開2.3%。吉利(00175.HK)高開近1%。 金融股匯控(00005.HK)開市企100元,高開0.3%。港交所(00388.HK)高開0.8%。友邦(01299.HK)高開2.4%。 個股方面,藥明合聯(02268.HK)料上半年淨利潤按年增長逾50%,股價高開9.1%,同系藥明康德(02359.HK)及藥明生物(02269.HK)各高開2.5%及2.9%。 ASMPT(00522.HK)半年純利2.15億元跌31.8%,派中期息26仙,股價高開近1%。建發國際(01908.HK)先舊後新折讓8.9%配股,料淨籌逾10億元,股價低開7.2%。至於萬洲(00288.HK)低開1.2%,為表現最差藍籌股。 傳內地政府警告或關閉超出許可產量煤礦,煤炭股神華(01088.HK)、兗礦(01171.HK)及中煤(01898.HK)各高開1.1%至4.9%。
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