《半日總結》恆指升75點 阿裏升幅蒸發 內房股回落
市場對新冠變種Omicron憂慮減退,美股道指昨(21日)反彈560點或1.6%,亞太區股市接力造好,港股早市持續反彈。恆指高開249點,初段曾升287點見23,258點,其後升幅曾收窄至61點,半日升75點或0.33%,報23,047點:國指升36點或0.45%,報8,178點;恆生科技指數升43點或0.77%,報5,655點。大市半日成交總額542.41億元,滬、深港通南下交易半日分別淨流入15.13億及10.28億元人民幣。
據報阿裏雲被暫停工信部網絡安全威脅信息共享平臺合作單位,科技股升幅收窄。阿裏巴巴(09988.HK)升0.4%報114.4元,騰訊(00700.HK)升0.2%報441.6元,美團(03690.HK)升1%報231.2元,小米(01810.HK)升0.1%報18.42元,京東(09618.HK)及百度(09888.HK)各升1.9%及1.8%,網易(09999.HK)升2.8%報149.5元,快手(01024.HK)倒跌0.5%報78.25元,嗶哩嗶哩(09626.HK)及攜程(09961.HK)各升6.1%及5.3%。手機相關股富智康(02038.HK)擬分拆印度電子製造業務於印度上市,股價升4.2%報1.24元。
內房股普遍回落,中海外(00688.HK)、潤地(01109.HK)、雅居樂(03383.HK)及萬科(02202.HK)各跌2%至2.6%。世茂股份(600823.SH)回覆上交所查詢:與世茂服務(00873.HK)交易不涉利益輸送,世茂服務跌2%報5.35元,世茂(00813.HK)跌2.1%報5.04元。恆大系恆大(03333.HK)跌3.3%,恆大物業(06666.HK)及恆大汽車(00708.HK)各跌2.2%及3.8%。
澳門酒店旅業商會冀聖誕檔入住達七至八成,濠賭股上升,新濠國際(00200.HK)升4.8%,澳博(00880.HK)及金沙中國(01928.HK)各升3.2%,銀娛(00027.HK)、永利澳門(01128.HK)及美高梅中國(02282.HK)各升2.1%至2.6%,代理經銷外國體育品牌的滔搏(06110.HK)第三季零售及批發總銷售額跌逾20%,遭大摩下調目標價,股價跌6%。內地體育品牌股上揚,特步(01368.HK)及安踏(02020.HK)各升3.8%及3.5%,李寧(02331.HK)升4.7%。
內需股靠穩,潤啤(00291.HK)升2.7%。電影股阿裏影業(01060.HK)及貓眼娛樂(01896.HK)各升2.7%及3.2%。汽車股比亞迪(01211.HK)及長汽(02333.HK)各升2.2%及3.8%,小鵬汽車(09868.HK)升6.5%。
金融股方面,匯控(00005.HK)升0.1%報45.5元,港交所(00388.HK)升0.1%報448元,友邦(01299.HK)升0.4%報78.25元。內險股中國平安(02318.HK)跌1.4%報56.05元。
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