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新經濟股全面隨大市彈逾2%-6% 易鑫/平安好醫生/美團跑贏
阿思達克 06-16 14:26
據報美國總統正考慮1萬億美元基建計劃以刺激經濟,加上中美緊張關係緩和,美國商務部擬修改禁令容許美企局部領域與華為合作制訂5G網絡標準,另據報美國國務卿蓬佩奧將於本周三在夏威夷與中共中央外事辦主任楊潔篪領導代表團會晤,預計屆時雙方將會討論數個兩國關係重要議題。道指期貨曾續漲逾500點或逾2%高見26,236,現造26,083,續漲408點或1.6%。亞太區股市午後全面維持升勢。日經高見22,624,收22,582,急彈1,051點或4.9%。韓股更急彈5.2%報2,135;澳洲200急彈3.9%曾高見5,975。

港股扭四連跌,今天隨外圍高開541點或2.3%報24,318,在藍籌股全面報升主導升幅曾擴至757點或3.2%高見24,534,接近10天線(24,539),現造24,432,急彈655點或近2.8%,成交額821億元。

新經濟股也全面顯著反彈,美團點評-W(03690.HK)重越10天線(160.36元),最高見169.8元,暫受制上周五盤中所創上市高位170.1元,現造169.5元,急彈6.3%。

獲花旗看299元的阿里巴巴-SW(09988.HK)也重越10天線(211.88元),最高見214.4元,現造213.6元,回升3.3%。小米-W(01810.HK)重越20天及10天線(12.55元及12.84元),最高見12.98元,現造12.88元,回升3.4%。

騰訊(00700.HK)遭主席馬化騰於上周二至五(9-12日)連續四個交易日於場內合共減持964.78萬股套現逾42.69億元。騰訊由逾兩年高位連吐三天後,今天股價重越10天線(437.8元),最高見452.8元,現造449.8元,彈3.7%。

掛牌第四天的網易-S(09999.HK)獲悉數行使超額配股權額外籌近31.6億元,該股繼昨天回落至125元獲承接後,今天高見130.9元,現造130.1元,回升4%。

易鑫(02858.HK)母企易車與騰訊及黑馬資本組成的財團(買方)達成每股16美元私有化協議,生效後,易車將於紐交所退市及其控股權將出現變動,買方或向易鑫以每股1.9088元(較停牌前溢價0.46%)提出無條件制性現金要約,料涉資約27.85億元,但仍會維持易鑫在港上市地位。不過,持有易鑫10.73%股本的JD Financial已表示不會接納近每股不足2元要約價。易鑫今天復牌高見2.11元,創近九個月高,現造2.02元,續升逾6%,成交急增至1.62億股,涉資3.23億元。

閱文(00772.HK)、眾安在線(06060.HK)、阿里健康(00241.HK)及平安好醫生(01833.HK)也回升逾2%-5%,後兩者最強,分別高見21元及114.9元,現造20.65元及113.5元,回升3.6%及5.5%。

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