《半日總結》恆指升130點 成交僅266億 小鵬揚逾5%
美國上月新增私人職位數據遠遜預期,美債孳息及美元回落。港股早市隨外圍回升。恆指高開54點後升幅反覆擴大,半日升130點或0.8%,報17,326點;國指升50點或0.9%,報5,933點;恆生科技指數升44點或1.2%,報3,797點。大市半日成交總額較上日半日降逾15%至266.97億元,滬、深港通南下交易暫停,下週一(10日)恢復。
中指院報告顯示9月份百城新建住宅價格環比轉漲,內房股上升,合景泰富(01813.HK)、富力(02777.HK)及遠洋(03377.HK)升5.9%至6.8%,碧桂園(02007.HK)及雅居樂(03383.HK)升4.6%及4.5%,恆大(03333.HK)及龍湖(00960.HK)升2.7%及2.4%。融創中國(01918.HK)境外債重組獲本港法庭批準,股價升9.7%。
科技股普遍上升,阿里(09988.HK)升0.6%報82.2元,騰訊(00700.HK)升1.8%報303元,網易(09999.HK)、京東(09618.HK)及百度(09888.HK)升1.8%至2%,美團(03690.HK)及快手(01024.HK)升1%及0.6%,小米(01810.HK)跌0.7%。此外,商湯(00020.HK)升3%,金山雲(03896.HK)及萬國數據(09698.HK)升4.8%及6.7%。
電動車生產商特斯拉(TSLA.US)急升,本港同業跟上。小鵬(09868.HK)升5.8%,理想(02015.HK)及蔚來(09866.HK)升2.4%及3.8%,比亞迪(01211.HK)升1.3%報234元。消費及內需股反彈,阿里影業(01060.HK)升5.5%,藍月亮(06993.HK)及百威亞太(01876.HK)升4.3%及4.6%,萬洲(00288.HK)、頤海(01579.HK)、九毛九(09922.HK)、南航(01055.HK)及普拉達(01913.HK)升3%至3.5%。
市場憧憬施政報告爲樓市措施「減辣」,地產股恆地(00012.HK)、新地(00016.HK)、信置(00083.HK)、太古地產(01972.HK)及九倉置業(01997.HK)升1.3%至1.9%,新世界(00017.HK)及恆隆地產(00101.HK)升2.6%及2.7%。
濠賭股銀娛(00027.HK)及金沙中國(01928.HK)升1.9%及1.6%。油價重挫,中石油(00857.HK)低開2.2%後回穩,半日平收報5.48元。中石化(00386.HK)倒升0.2%。金融股方面,匯控(00005.HK)平收報60.85元,港交所(00388.HK)及友邦(01299.HK)升0.7%及1.3%。建行(00939.HK)、工行(01398.HK)及中國平安(02318.HK)升0.3%至0.7%。
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