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港股升幅擴至逾400點 京東美團阿里升4%至5% 中芯破頂 藥捷安康反彈近兩成
市場觀望聯儲局即將公佈議息會議結果,減息最少0.25釐幾成定局,但焦點落在美聯儲委員對今年餘下時間減息次數預測。港股繼上日(16日)微跌8點後,今早(17日)高開115點或0.4%,報26,554點,初段升幅擴大,曾升413點,高見26,852創逾四年高,最新報26,843,升405點或約1.5%,成交約1,694億元。 行政長官李家超今日發表新一份《施政報告》,疊加減息在即,主要本地地產股窄幅分化,信置(00083.HK)、新世界(00017.HK)及新地(00016.HK)微升0.2%至0.7%、長實(01113.HK)跌0.6%、恆地(00012.HK)跌1.4%。 權重科技股拉昇大市,市場憧憬外賣補貼開支本季見頂,具重大外賣業務敞口的京東-SW(09618.HK)、美團-W(03690.HK)、阿里-W(09988.HK)升4.4%至5.7%。騰訊(00700.HK)發行共90億人民幣票據,今早升1.6%,報655元,成交46.7億元。百度-SW(09888.HK)急升13.78%,最新報128.8元創近兩年高,成交28.35億元。 中芯(00981.HK)最高見67.55元創歷史高,現報66.15元,升4.67%,成交66.87億元。英國《金融時報》引消息指,中芯正在測試首部國產DUV光刻機,以生產先進AI晶片。該部光刻機由上海初創公司宇量升生產,若取得進展,將有助中國克服美國對晶片製造技術出口的控制。國家網信辦亦稱,龍頭企業需加速研發自主可控安全晶片以突破壟斷。 華爲「智界」汽車生產商奇瑞汽車(09973.HK)今起招股,汽車股造高,比亞迪(01211.HK)、吉利(00175.HK)及理想-W(02015.HK)升2.2%至3.5%。蔚來-SW(09866.HK)炒高9.7%,報56元,成交3.2億元。瑞銀上調蔚來(NIO.US)美股評級至「買入」,指公司資產負債表得到強化,經營狀況亦逐步改善。 上日掛牌升約一成的禾賽-W(02525.HK),今早回吐1.7%報230元,成交2.52億元。另上日大幅波動的藥捷安康-B(02617.HK)最新報228.6元,反彈19.06%,成交21.28億元。據《界面新聞》報道,就藥捷安康近期股價暴漲暴跌等公司一系列熱點話題,藥捷安康董祕馮潔表示公司沒有任何迴應。 今日上市的內地數字醫療綜合服務提供商健康160(02656.HK)開報29.98元,較上市價11.89元,高152.1%,最新報29.36元,較上市價高出近1.47倍,成交1.57億元。
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