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《市評》港股升成交三千億 但北水淨流出85億 晶片股火熱
受全球晶片股受追捧帶動,恒指今日回升及重上兩萬六關,北水重來下大市成交額增至3,047億元。受人工智能(AI)晶片股急升帶動,美股道指及納指隔晚各升0.7%及1%,撰文之時,美國2年期債券孳息跌至3.872%,美國10年期債券孳息跌至4.348%,美匯指數跌0.5%至97.96,道指期貨最新升181點或0.37%,納指期貨最新升289點或1%。內地於「五一」...
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《市評》港股升成交三千億 但北水淨流出85億 晶片股火熱
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受全球晶片股受追捧帶動,恒指今日回升及重上兩萬六關,北水重來下大市成交額增至3,047億元。受人工智能(AI)晶片股急升帶動,美股道指及納指隔晚各升0.7%及1%,撰文之時,美國2年期債券孳息跌至3.872%,美國10年期債券孳息跌至4.348%,美匯指數跌0.5%至97.96,道指期貨最新升181點或0.37%,納指期貨最新升289點或1%。內地於「五一」假期後復市,上證綜指今日升48點或1.2%或收4,160點,深證成指升2.3%,內地創業板指數升2.8%,滬深兩市成交額共3.23萬億元人民幣。。

恒指高開131點後升幅擴大,並以全日最高位26,213點收市,升315點或1.2%;國指升70點或0.8%,收8,800點;恒生科技指數升39點或1.8%,收4,969點。大市全日成交總額3,047.37億元。北水重臨全日交易總成交額1,384.49億元,而南向資金今日淨流出85.65億元。騰訊(00700.HK)  -9.200 (-1.948%)    Short selling $1.44B; Ratio 7.007%   全日逆市下滑1.9%收463元,成交額近206億元。

現貨金升近3.1%至每盎司4,700美元,山東黃金(01787.HK)  +2.040 (+7.317%)    Short selling $18.79M; Ratio 4.642%   及紫金黃金國際(02259.HK)  +11.400 (+7.600%)    Short selling $133.35M; Ratio 11.157%   升逾7%,中國黃金國際(02099.HK)  +9.700 (+5.875%)    Short selling $55.67M; Ratio 14.076%   及紫金(02899.HK)  +1.800 (+5.070%)    Short selling $535.66M; Ratio 22.206%   升逾5%,招金(01818.HK)  +1.160 (+4.161%)    Short selling $53.53M; Ratio 11.138%   升4.2%。

【黃金股抽高 晶片股火熱】

全球晶片股受熱捧,AMD(AMD.US)      隔晚股價升4%後,盤後股價再抽上17%報415.89美元,AMD公布首季利升95%,花旗指AMD首季業績及次季指引均勝預期,南韓三星電子及SK海力士股價均彈高逾一成,A股寒武紀(688256.SH)  +125.040 (+7.355%)   全日股價升7.4%收1,825元人民幣,內地大型CPU生產廠商海光信息(688041.SH)  +48.160 (+16.257%)   股價飆近16.3%。

本港相關股亦抽高,擁AI晶片部門平頭哥業務的阿里(09988.HK)  +3.000 (+2.287%)    Short selling $2.93B; Ratio 18.750%   全日股價上揚2.3%收134.2元,成交額156億元,擁「崑崙芯」業務的百度(09888.HK)  +6.200 (+4.944%)    Short selling $1.01B; Ratio 34.917%   全日股價走高4.9%收131.6元。中芯(00981.HK)  +4.050 (+5.720%)    Short selling $1.89B; Ratio 11.444%   及華虹(01347.HK)  +11.100 (+9.328%)    Short selling $679.53M; Ratio 11.467%   股價各走高5.7%及9.3%,兆易創新(03986.HK)  +67.500 (+14.485%)   及壁仞(06082.HK)  +4.000 (+8.511%)    Short selling $36.68M; Ratio 5.281%   分別彈高14.5%及8.5%,瀾起科技(06809.HK)  +46.200 (+16.776%)   揚16.8%。晶片設備股ASMPT(00522.HK)  +10.300 (+6.307%)    Short selling $67.39M; Ratio 7.519%   升6.3%,建滔積層板(01888.HK)  +2.160 (+6.000%)    Short selling $248.17M; Ratio 13.110%   升6%。而聯想集團(00992.HK)  +0.510 (+4.381%)    Short selling $607.51M; Ratio 36.123%   亦升近4.4%。

【升股千一隻 內房股走高】

港股今日市寬向好,主板股票的升跌比率為28比23(上日20比30),上升股份1,182隻(升幅3%),恒指成份股今日67隻股份上升,下跌股份22隻,升跌比率為74比24(上日33比63)。大市今日錄沽空477.36億元,佔可沽空股份成交額2,682.61億元的17.795%。

銀行股滙控(00005.HK)  +4.500 (+3.309%)    Short selling $654.16M; Ratio 21.061%   及渣打(02888.HK)  +9.400 (+4.891%)    Short selling $19.17M; Ratio 6.586%   升3.3%及4.9%。摩根大通發表報告指,滙控第一季業績表現參差,但該行認為股價已過度回落,部分原因是市場在渣打業績後有過高期望,以及因突發欺詐相關的4億美元預期信貸損失撥備,引發對私募信貸市場風險敞口的擔憂。該行指,從滙控業績電話會議中取得的要點整體正面,相信因中東局勢及欺詐事件而導致信貸成本大幅上升的風險較低。

內房股走高,越秀地產(00123.HK)  +0.310 (+8.010%)    Short selling $12.45M; Ratio 11.081%   及中國金茂(00817.HK)  +0.130 (+7.738%)    Short selling $19.79M; Ratio 9.552%   升8%及7.7%,中海外(00688.HK)  +0.980 (+7.005%)    Short selling $298.44M; Ratio 22.171%   、綠城中國(03900.HK)  +0.590 (+6.127%)    Short selling $28.43M; Ratio 15.492%   及潤地(01109.HK)  +2.220 (+6.703%)    Short selling $355.67M; Ratio 24.909%   升6.1%至7%。廣州花都公布即日起換購商住房可獲補貼,每套房最高補貼兩萬人幣。(wl/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-06 16:25.) (A Shares quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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