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《港股》恆指高開267點 蔚來飆15% 東風炒高69%
美聯儲主席鮑威爾暗示9月有減息可能,道指上周五(22日)升846點或1.9%創收市新高。港股早市高開,恆指高開267點或1.1%,報25,606點;國指高開97點或1.1%,報9,176點;恆生科技指數高開84點或1.5%,報5,731點。 中電信(00728.HK)、京東物流(02618.HK)及泡泡瑪特(09992.HK)「染藍」,中電信及泡泡瑪特高開2.4%及3%,京東物流高開3.8%。國指成分股將剔出極兔(01519.HK),該股平開報10.81元。 內地發布互聯網平台價格行為規則,禁經營者以低於成本價銷售商品,阿里(09988.HK)及京東(09618.HK)高開2%及2.1%。東方甄選(01797.HK)全年純利跌99.7%,股價低開2.8%。其他科技股方面,騰訊(00700.HK)高開1.4%報608.5元,美團(03690.HK)、小米(01810.HK)及網易(09999.HK)高開0.6%至1%,中芯(00981.HK)及百度(09888.HK)高開2.7%,舜宇(02382.HK)、快手(01024.HK)及嗶哩嗶哩(09626.HK)各高開2%。 車股方面,吉利銀河M9預售價19.38萬人幣起,24小時訂單逾四萬輛,吉利(00175.HK)高開2.4%。比亞迪(01211.HK)高開0.4%,理想(02015.HK)及小鵬(09868.HK)高開1%。 蔚來(09866.HK)高開14.8%,花旗指蔚來推出最新ES8低價高毛利,有望推升整體獲利,受量能提升與費用控制帶動,預期2025年第四季達到盈虧平衡,12月交付目標5萬台,季毛利率達16–17%。東風(00489.HK)分派嵐圖實現H股上市,大股東私有化餘下業務,股價高開69.2%報10.1元。 金融股方面,匯控(00005.HK)高開0.5%,港交所(00388.HK)及友邦(01299.HK)高開1.3%及1.1%。中國平安(02318.HK)附屬平安銀行半年少賺4%,中國平安隨大市高開1%。
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