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《半日總結》恆指升179點 地產、醫藥及手機股跑贏大市
美聯儲「放鴿」料明年減息,道指創新高,港股早市上升。恆指高開190點後升幅擴大,曾升349點見16,557點,半日升179點或1.1%,報16,408點;國指升37點或0.7%,報5,588點;恆生科技指數升40點或1.1%,報3,726點。大市半日成交總額566.33億元,滬、深港通南下交易半日淨流出24.81億及18.05億元人民幣。 本地地產股造好,恆地(00012.HK)、新地(00016.HK)、恆隆地產(00101.HK)及領展(00823.HK)升3.4%至4.4%。公用股煤氣(00003.HK)、港燈-SS(02638.HK)及香港電訊-SS(06823.HK)各漲逾3%。長和系重組英國鐵路項目資產,長江基建(01038.HK)及電能(00006.HK)升5.8%及4.5%,長實集團(01113.HK)升1.3%。出口股亦炒高,創科(00669.HK)及申洲(02313.HK)升9%及5.3%。 醫藥股跑贏大市。中生製藥(01177.HK)億立舒等七個產品獲納入醫保藥品目錄,開發新藥上市申請獲受理,股價升3.6%。石藥(01093.HK)及藥明生物(02269.HK)漲4.1%及5.5%,信達生物(01801.HK)升4.6%。內地10月手機出貨量按年增20%,手機相關股比亞迪電子(00285.HK)、丘鈦(01478.HK)及舜宇(02382.HK)升4%至5%,瑞聲(02018.HK)及鴻騰(06088.HK)升6.6%及7.6%。小米-W(01810.HK)亦升4.2%。 科技股方面,阿里-SW(09988.HK)及騰訊(00700.HK)跌0.4%及0.1%,美團-W(03690.HK)、京東-SW(09618.HK)及快手-W(01024.HK)升0.6%至1%。百度-SW(09888.HK)及網易-S(09999.HK)跌1.3%及2.2%。晶片股華虹(01347.HK)及個人電腦生產商聯想集團(00992.HK)升6.6%及4.5%。東方甄選(01797.HK)行政總裁迴應「小作文」事件,股價反彈4.6%。 車股理想-W(02015.HK)及蔚來-SW(09866.HK)升逾2%。其他消費股方面,百威亞太(01876.HK)及新秀麗(01910.HK)升3%及3.2%。航空股國泰(00293.HK)續漲2.7%,大摩早前報告指其空運費加價。內房股碧桂園(02007.HK)悉售珠海萬達商管1.79%股權,且據報再轉讓旗下十堰地產公司股權,該股升2.6%。合景泰富(01813.HK)、融創中國(01918.HK)及雅居樂(03383.HK)漲逾3%。 金融股方面,匯控(00005.HK)及港交所(00388.HK)升0.5%及0.1%,友邦(01299.HK)升3%。金價上升,招金(01818.HK)升5.9%。萬物雲(02602.HK)開市前錄得大額U盤成交,涉及3,000萬股,每股作價25.2元,共計7.56億元。該股半日倒跌2.8%報24.35元。
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