《半日總結》恆指升45點 理想及港交所上揚 李寧回吐
市場維持對美聯儲減息憧憬,道指隔晚升235點或0.6%,納指升1.5%。港股早市上升。恆指低開34點後掉頭向上,半日升45點或0.3%,報17,138點;國指升不足1點報5,949點;恆生科技指數升28點或0.8%,報3,672點。大市半日成交總額627.51億元,滬、深港通南下交易半日淨流入37.94億及25.08億元人民幣。
電動車股理想(02015.HK)部分車款減價,對2024款車型序列進行調整。大摩認為理想今次是及時且急需的策略調整,該股升4.2%。同業蔚來(09866.HK)及小鵬(09868.HK)跌1.5%及2.1%。比亞迪(01211.HK)升0.4%。
碧桂園(02007.HK)回應境內債未能如期還款時表示,在寬限期內盡最大努力籌措資金,該股跌3.3%。據報萬科(02202.HK)與主要債權銀行討論債券置換避免違約,股價跌2.7%。其餘內房股回吐,旭輝(00884.HK)、遠洋(03377.HK)及雅居樂(03383.HK)跌4%至4.4%,融創中國(01918.HK)跌3.1%,新城(01030.HK)及中海外(00688.HK)跌2.6%及2.2%。
科技股方面,騰訊(00700.HK)升0.3%報291.8元,阿里(09988.HK)跌1%報74.1元。美團(03690.HK)、京東(09618.HK)及網易(09999.HK)升1%至1.2%,百度(09888.HK)及快手(01024.HK)升逾2%。小米(01810.HK)回吐0.3%報14.88元。此外,金蝶(00268.HK)及中軟(00354.HK)升4.9%及6.5%,美圖(01357.HK)升7.1%,比亞迪電子(00285.HK)升3.6%。
金融股方面,匯控(00005.HK)及恆生(00011.HK)升1.7%及1.9%,港交所(00388.HK)升3%報253.2元,友邦(01299.HK)跌1.2%。內險股太保(02601.HK)跌5.5%。野村早前降太保目標價,料去年純利疲弱。
市傳私有化的李寧(02331.HK)發公告稱不知悉股價及成交量出現異常變動原因,該股回吐3.6%。電影平台貓眼娛樂(01896.HK)炒高8%。減息憧憬利好金屬資源股,中國黃金國際(02099.HK)及紫金(02899.HK)升4.1%及3.6%,江銅(00358.HK)升2.7%。洛鉬(03993.HK)去年多賺36%,半日股價炒高10.3%。
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