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《港股》恆指收升58點 寧德漲逾7% 阿里「B站」比亞迪造好
內地上月「三頭馬車」數據均遜預期。港股在阿里(09988.HK)及車股帶動下反覆造好,恆指低開79點後倒升,曾升144點見26,532點,全日升58點或0.2%,收26,446點;國指升19點或0.2%,收9,384點;恆生科技指數升54點或0.9%,收6,043點。大市全日成交總額2,901.95億元。 騰訊(00700.HK)更新全球中期票據計劃,擬發行300億美元票據,騰訊平收報643.5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,京東平收報131.7元。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0.4%及2.5%。 其他科技股方面,阿里(09988.HK)升2.3%報154.6元,嗶哩嗶哩(09626.HK)升4.9%,網易(09999.HK)及小米(01810.HK)升1.8%及1.9%,美團(03690.HK)及快手(01024.HK)升0.8%及1%,百度(09888.HK)跌2.4%。此外,東方甄選(01797.HK)、平安好醫生(01833.HK)及金蝶(00268.HK)跌3.6%至4.6%,萬國數據(09698.HK)跌6.4%。 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7.4%收465元。鋰業股贛鋒(01772.HK)及天齊(09696.HK)升逾2%。車股上漲,蔚來(09866.HK)及理想(02015.HK)升3.5%及4.6%,比亞迪(01211.HK)升3.4%。消費股方面,呷哺呷哺(00520.HK)及農夫山泉(09633.HK)升3.6%及4.1%,大麥娛樂(01060.HK)跌8.7%。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6.4%收259元,成交額89.1億元。 藥股方面,康龍化成(03759.HK)升9.4%,藥明生物(02269.HK)及復星醫藥(02196.HK)升6.5%及5.6%,康方(09926.HK)及諾誠健華(09969.HK)跌4.9%及7.2%。 金融股方面,匯控(00005.HK)及港交所(00388.HK)升0.2%,友邦(01299.HK)跌0.9%。內房股融創(01918.HK)及合景泰富(01813.HK)跌逾3%。物管股華潤萬象生活(01209.HK)跌2.6%。本地地產股新世界(00017.HK)跌4%。其他股份方面,兗礦能源(01171.HK)升5.5%,龍源(00916.HK)及中廣核電力(01816.HK)跌4.8%及5%。
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