《全日總結》恆指跌98點 內房股弱 瑞聲舜宇急漲
美股上週五(19日)個別發展,港股反覆上落。恆指高開7點,早段曾升49點一度高見25,099點,午後曾倒跌180點一度低見24,869點,全日跌98點或0.39%,收24,951點;國指跌40點或0.46%,收8,929點;恆生科技指數跌47點或0.73%,收6,410。大市全日成交總額1,292.02億元,滬、深港通南下交易分別淨流出3.77億及2,770萬元人民幣。
恆指公司上週五公佈季檢結果,將獲納入藍籌的京東(09618.HK)及網易(09999.HK)各升1.9%及3%,同獲納入藍籌的新奧能源(02688.HK)及華潤啤酒(00291.HK)亦各升2.6%及1.2%。但原憧憬納入藍籌落空的農夫山泉(09633.HK)跌6.3%報45.8元。
將獲納入國指的信達生物(01801.HK)高開後倒跌5.2%報76.1元。被剔出國指的恆大(03333.HK)跌1.1%報2.75元。同系恆大汽車(00708.HK)先舊後新配股集資27億,股價先跌後急升11%報3.92元。
嗶哩嗶哩(09626.HK)敲定14億美元換股票據定價,復牌股價挫10.5%報564元。其他科技股方面,騰訊(00700.HK)跌0.3%報494.4元。阿裏巴巴(09988.HK)跌1.6%報137.1元,美團(03690.HK)跌2.4%報274元。
臺鏡頭商玉晶光料「元宇宙」光學元件產量明年起可望大增,舜宇(02382.HK)及瑞聲(02018.HK)股價各升6%及7.7%。其他手機相關股亦見追捧,信利(00732.HK)及丘鈦(01478.HK)各升11.2%及3.9%。
內地防疫專家團考察本港抗疫措施引發通關憧憬,澳門博彩股急漲,銀娛(00027.HK)、新濠國際(00200.HK)及澳博(00880.HK)各升3.2%至3.5%,金沙中國(01928.HK)升4.5%,永利澳門(01128.HK)及美高梅中國(02282.HK)各升6%及7.3%。本地零售股莎莎(00178.HK)亦升3.3%。汽車股亦造好,比亞迪(01211.HK)及長汽(02333.HK)各升5.7%及8.1%,吉利(00175.HK)、東風(00489.HK)及北汽(01958.HK)各升4.2%及4.8%。
內房股午後再轉弱,旭輝(00884.HK)、合景泰富(01813.HK)、融創(01918.HK)、雅居樂(03383.HK)及奧園(03883.HK)各跌5%至5.9%。
其餘藍籌方面,匯控(00005.HK)跌1.1%報45.55元,港交所(00388.HK)跌0.3%報463.2元,友邦(01299.HK)升1.2%報85.6元,中移動(00941.HK)升0.4%報47.55元。中石化(00386.HK)跌2.9%,海底撈(06862.HK)及藥明生物(02269.HK)各跌7%及4.4%。
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