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《半日总结》恒指升120点 科网股扬 晶片及军工股受捧
市场继续关注中美关系及台海局势。港股早市反覆回升。恒指高开176点,早段曾升232点见19,921点,其後升幅曾收窄至1点见19,690点,半日升120点或0.61%,报19,809点;国指升53点或0.8%,报6,755点;恒生科技指数升94点或2.25%,报4,288点。大市半日成交总额546.83亿元,沪、深港通南下交易半日分别净流入9.79亿及10.72亿元人民币。 晶片股午前显着抽升,中芯(00981.HK)及华虹半导体(01347.HK)各升8.6%及4.6%。军工概念股亦急涨,中船防务(00317.HK)及中航科工(02357.HK)各升6.9%及8%。 其余科网股造好,阿里巴巴(09988.HK)反弹3.9%报90.45元,腾讯(00700.HK)反弹2.6%报302.8元,美团(03690.HK)及小米(01810.HK)各升0.7%及0.8%,京东(09618.HK)升2.7%报234.4元,网易(09999.HK)及快手(01024.HK)各升3.5%及4.7%,万国数据(09698.HK)及汽车之家(02518.HK)各升8.7%及7.2%,IGG(00799.HK)升6.8%,众安在线(06060.HK)升3.1%,携程(09961.HK)、商汤(00020.HK)及微盟(02013.HK)各升逾2%。 汽车股吉利(00175.HK)升5.9%,汽车代理股中升(00881.HK)及永达(03669.HK)遭瑞银降投资评级与目标价,股价各跌7.4%及4.5%。消费及内需股方面,JS环球生活(01691.HK)跌4.5%,维他奶(00345.HK)及欧舒丹(00973.HK)各跌2.5%及2.6%。 内房股继续走弱。合景泰富(01813.HK)跌5.2%,中海外(00688.HK)、润地(01109.HK)、万科(02202.HK)、富力(02777.HK)及雅居乐(03383.HK)各跌2%至2.9%。物管股保利物业(06049.HK)及碧服(06098.HK)各跌3.9%及3.7%,华润万象(01209.HK)回吐5.3%。 其他蓝筹股方面,汇控(00005.HK)跌0.2%报50.9元,港交所(00388.HK)及友邦(01299.HK)各升0.2%。濠赌股金沙中国(01928.HK)升2.9%。信义玻璃(00868.HK)升3.9%。
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