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《港股》恆指低開107點 科技股偏軟 藥明康德績後漲4%
市場觀望美聯儲議息及科技股季績,道指隔晚(28日)跌64點或0.1%,納指升0.3%。港股早市低開,恆指低開107點或0.4%,報25,454點;國指低開40點或0.4%,報9,136點;恆生科技指數低開32點或0.6%,報5,631點。 科技股方面,阿里(09988.HK)、百度(09888.HK)、網易(09999.HK)及嗶哩嗶哩(09626.HK)低開1%至1.4%,騰訊(00700.HK)、京東(09618.HK)及快手(01024.HK)低開0.6%至0.7%,美團(03690.HK)低開0.2%,中芯(00981.HK)平開報53.1元。報道指小米首款AI眼鏡由雷軍親自拍板立項,目標三年內年出貨量逾五百萬副,小米(01810.HK)低開0.3%。電訊設備股中興(00763.HK)溢價15.9%發可轉債料淨籌逾35億人幣,股價低開2.9%報25.35元。 車股方面,吉利(00175.HK)及比亞迪(01211.HK)低開0.6%及0.7%,蔚來(09866.HK)低開2.7%。小鵬否認年內整合產品線減產,小鵬(09868.HK)低開0.3%。 金融股方面,匯控(00005.HK)及港交所(00388.HK)低開0.3%及1.3%,友邦(01299.HK)平開報74.05元。避險情緒降溫,金價下跌,紫金(02899.HK)低開2%,老鋪黃金(06181.HK)低開3%。 藥明康德(02359.HK)中期純利增96%每10股派息3.5元,上調全年收入指引,股價高開4.2%。內地育兒補貼落地,3歲以下嬰幼兒每孩每年3,600元人幣,錦欣生殖(01951.HK)高開8.9%,奶粉股中國飛鶴(06186.HK)高開5.1%。內地焦煤、玻璃及碳酸鋰期貨價格早市下跌,信義玻璃(00868.HK)及神華(01088.HK)低開0.4%及0.9%,贛鋒鋰業(01772.HK)低開1.4%。
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