港股升幅擴至逾450點 騰訊(00700.HK)績前升逾3%創四年高 騰訊音樂(01698.HK)首度晉身「紅底股」
阿思達克 08-13 11:35
美上月通脹符預期，隔晚(12日)美股標普500指數及納指破頂。貝萊德預計聯儲局將在9月開始減息，將聯邦基金利率下調50個點子可能是合理的決定。內地A股兩市今早(13日)造好，滬綜指升見3,685創2021年12月以來逾三年半高。港股今早高開206點或0.8%後升幅擴大，曾升459點，高見25,429，最新報25,425，升455點或1.8%，成交1,218.87億元。
權重科技股推升大市。市場聚焦騰訊(00700.HK)今日收市後公布中期業績，績前股價繼續向好，早段升見579.5元再創約四年高；最新報578.5元，升3.4%，成交74.08億元。另小米-W(01810.HK)升2.1%、百度-SW(09888.HK)、京東-SW(09618.HK)、美團-SW(03690.HK)升3%至3.2%、阿里-W(09988.HK)漲4.5%。上日急跌的快手-W(01024.HK)早段反彈3.3%，報74元，成交19.52億元。瑞銀認為，市場誤解快手與美團合作，快手並不會直接參與外送業務，重申快手「買入」評級。
萬洲(00288.HK)現報8.32元，升5.72%，屬藍籌股表現最好。公司上半年以生物公允價值調整前計純利7.25億美元，按年升4.5%；中期息按年倍升至20港仙。行政總裁郭麗軍在業績電話會議上表示，集團在現時中美貿易戰下仍有盈利空間，集團美國市場的採購及銷售主要在美國，認為關稅對集團營運基本沒有太大影響。另石藥(01093.HK)、中升(00881.HK)各升逾5%，包攬藍籌股升幅首三位。
醫藥股造好，藥明康德(02359.HK)及藥明生物(02269.HK)各升4.5%及3%、翰森(03692.HK)升4.4%、中生製藥(01177.HK)升2.7%。
權重金融股亦支撐大市，友邦(01299.HK)及港交所(00388.HK)各升約2%、匯控(00005.HK)及中國平安(02318.HK)亦升1.2%至1.4%。
焦點股方面，騰訊音樂-SW(01698.HK)承過去四連升勢，早段曾升17.8%高見104元創上市高，現報101.7元，升15.18%，成交2.2億元；其次季Non-IFRS純利錄25.74億元人民幣，按年增長37.4%。
新消費股表現分化，蜜雪(02097.HK)升2.1%、老鋪黃金(06181.HK)微跌不足0.1%、泡泡瑪特(09992.HK)微升0.3%。
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