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港股再升90點中港地產股接力撐市 @ 2014-05-13T17: Back Hot News
Keyword:港股
Concept:港股22500點 , 恆指高開174點騰訊
《港股開市》恆指高開174點 騰訊/金沙/地產股延續升勢
《港股總結》恆指升398點 地產股揚升、騰訊重上500元關
大陸股市在「新國九條」頒布刺激下強勢反彈,港股亦受沖喜而急彈,加上本地地產股及騰訊(0700-HK)等科網股造好帶領下夾淡倉,恆指昨(12)日大升398點,升幅達1.82%,為一個半月以來最大單日升幅。分析認為,恆指長期積弱後反彈屬於合理,但後市上升空間仍受限,料於22500點有阻力。
下午升幅擴大至500點以上,騰訊升5.2%,重上$500水平;長實升4.8%,建設銀行及友邦保險都升2.2%,工商銀行升1.5%,領導港股上升。內地股市升2%,帶動港股上升,恆生指數最多升538點,至22400點。市場傳港府將放寬雙倍印花稅,本港地產股上升,主要地產股長實,恆地,新世界,恆隆都升3%以上。大市升幅在收市前收窄,恆生指數收市升398點,國企指數升143點,成交671億元。
從港股盤面各行業指數的表現來看,近期調整幅度較深的恆生資訊科技業指數和恆生地產建築業指數處於領漲位置,二者分別上漲4.06%和2.25%。在資訊科技板塊中,金山軟件和騰訊控股兩只龍頭股份(600630,股吧)漲幅均超過5%,騰訊將於周三收市後發布業績,高盛發表報告指出,受惠於微信收入強勁、桌面電腦游戲和利潤率穩定,預計騰訊首季度營業收入按年升34%,按季升7%,維持“買入”評級。另外,對於香港本地房市,大和證券日前發表研究報告,認為香港寫字樓市場會最先走出調整期,整體來說目前地產股股價反映極差的狀況,而且忽略發展商在租金收入的改善,重申地產股“正面”看法。

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