《港股》恆指高收234點 晶片股急漲 中芯彈高逾10%
阿思達克 08-22 16:32
DeepSeek發佈V3.1新模型，採用專爲「即將發佈下一代國產晶片」設計的精度格式，推動滬指升至逾十年高位，港股在科技股帶動下上升。恆指高開100點，初段升幅曾收窄至35點見25,140點後再度向上，尾市曾升244點一度高見25,349點，全日升234點或0.9%，收25,339點；國指升105點或1.2%，收9,079點；恆生科技指數升149點或2.7%，收5,647點。大市全日成交總額2,855.84億元。
晶片股中芯(00981.HK)及華虹(01347.HK)全日股價各抽上10.1%及17.9%，晶片設備股ASMPT(00522.HK)升5.5%。軟件股商湯(00020.HK)及中軟(00354.HK)升5.7%及4.7%、金軟(03888.HK)及金蝶(00268.HK)升3.9%及3.7%。智駕晶片商地平線(09660.HK)升4.8%。預期受惠人工智能的生物醫藥股亦造高，康希諾(06185.HK)、中生製藥(01177.HK)、康方(09926.HK)及藥明生物(02269.HK)升5.1%至6.1%。此外，晶泰(02228.HK)升10.3%，成交逾30億元。
嗶哩嗶哩(09626.HK)下半年線上遊戲收入指引遜預期，股價跌6.1%。快手(01024.HK)次季經調整利潤按年增20%遠勝預期並派特別息，股價升4.4%。阿里本地生活將推外賣特價拼團業務「閃拼」對標美團「拼好飯」，阿里(09988.HK)升2%，美團(03690.HK)及京東(09618.HK)升1.1%及0.2%。美圖(01357.HK)董事長均價10元增持70萬股，股價升4.6%。
其他科技股方面，騰訊(00700.HK)升1.2%報600元，盤中曾見606.5元逾四年高。小米(01810.HK)升2.3%，網易(09999.HK)升0.4%，百度(09888.HK)升0.8%。比亞迪電子(00285.HK)及瑞聲(02018.HK)升6.1%及3.8%，摩通指瑞聲管理層下半年業績展望勝預期。電訊設備股中興(00763.HK)再炒高15.1%，成交逾50億元。
車股方面，小鵬(09868.HK)控股股東連日增持310萬股，小鵬升13.6%，蔚來(09866.HK)升11.1%，比亞迪(01211.HK)升2.6%。電池股寧德時代(03750.HK)升3%。消費股方面，名創優品(09896.HK)半年純利跌23%惟增派息，股價升20.6%，李寧(02331.HK)中期銷售勝市場預期，股價升8.8%。同業安踏(02020.HK)亦升3.1%。航空股東航(00670.HK)及國航(00753.HK)跌2.8%及5.1%。
其他股份方面，中石化(00386.HK)中期純利倒退36%，計劃最多10億元人民幣回購A股，股價跌1.8%。東方海外(00316.HK)中期純利升14.5%，股價升0.3%。匯控(00005.HK)及港交所(00388.HK)升0.4%及1.3%，渣打(02888.HK)升3.2%，友邦(01299.HK)跌0.8%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
More Content
CS Hotline: +852 3018 4526
Trading days: 24 hours | Non-trading days: 9:00-18:00
