《港股》恆指半日升75點 阿里、「B站」及寧德時代受捧
內地上月「三頭馬車」數據均遜預期。港股早市在車股帶動下上升,恆指低開79點後倒升,曾升144點見26,532點,半日升75點或0.3%,報26,463點;國指升31點或0.3%,報9,396點;恆生科技指數升66點或1.1%,報6,055點。大市半日成交總額1,620.06億元。
騰訊(00700.HK)更新全球中期票據計劃,擬發行300億美元票據,騰訊升近0.1%報644元,英超市集團Sainsbury's終止與京東(09618.HK)關於出售旗下Argos的談判,京東升0.8%。中國對原產美國進口相關模擬芯片發起反傾銷立案調查,晶片股中芯(00981.HK)及華虹(01347.HK)升1.3%及3.1%。
其他科技股方面,阿里(09988.HK)升2.8%報155.4元,嗶哩嗶哩(09626.HK)升5.6%,網易(09999.HK)及小米(01810.HK)升1.5%及1.2%,美團(03690.HK)及快手(01024.HK)升不足1%,百度(09888.HK)跌1.9%。此外,東方甄選(01797.HK)、平安好醫生(01833.HK)及金山雲(03896.HK)跌3.3%至3.7%,金蝶(00268.HK)及萬國數據(09698.HK)跌4.7%及6.6%。
車股上漲,蔚來(09866.HK)及理想(02015.HK)升6%及5.1%,比亞迪(01211.HK)及零跑(09863.HK)升4%及3.8%,小鵬(09868.HK)升2.5%。
內地新型儲能建設三年方案發布,2027年裝機超1.8億千瓦以上,帶動直接投資約2,500億人幣,電池股寧德時代(03750.HK)升6.8%收462.2元。鋰業股贛鋒(01772.HK)及天齊(09696.HK)升3.9%及3.1%。消費股方面,呷哺呷哺(00520.HK)及農夫山泉(09633.HK)升4.8%及3%,百勝中國(09987.HK)及大麥娛樂(01060.HK)跌3.6%及5.2%。泡泡瑪特(09992.HK)遭摩通下調投資評級至「中性」,目標價由400元削至300元,股價跌7.2%收257元,成交額60.8億元。
藥股方面,康龍化成(03759.HK)升7.9%,藥明生物(02269.HK)及復星醫藥(02196.HK)升逾5%,康方(09926.HK)及諾誠健華(09969.HK)跌4.6%及5.4%。
金融股方面,匯控(00005.HK)及港交所(00388.HK)升0.1%及0.2%,友邦(01299.HK)跌0.5%。內房股融創(01918.HK)、萬科(02202.HK)、越秀地產(00123.HK)及中海外(00688.HK)跌逾2%,潤地(01109.HK)及龍湖(00960.HK)跌3.5%及4%,合景泰富(01813.HK)跌5.1%。物管股華潤萬象生活(01209.HK)跌3.6%。本地地產股新世界(00017.HK)跌3.7%。
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.