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《港股》恒指收升319點 阿里及小米造高 AI股熱炒
亞太股市上升,港股隨外圍造好,恒指高開361點後升幅擴大,曾高見26,326點一度抽高549點,全日收26,095點,升319點或1.2%;國企指數收8,774點,升92點或1.1%;恒生科技指數收4,976點,升105點或2.2%。內地「五一長假」港股通暫停,大市全日成交總額1,769.79億元。主要藍籌股向好。滙控(00005.HK)升2.3%,友邦(0...
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《港股》恒指收升319點 阿里及小米造高 AI股熱炒
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亞太股市上升,港股隨外圍造好,恒指高開361點後升幅擴大,曾高見26,326點一度抽高549點,全日收26,095點,升319點或1.2%;國企指數收8,774點,升92點或1.1%;恒生科技指數收4,976點,升105點或2.2%。內地「五一長假」港股通暫停,大市全日成交總額1,769.79億元。

主要藍籌股向好。滙控(00005.HK)  +3.200 (+2.282%)    Short selling $292.96M; Ratio 19.639%   升2.3%,友邦(01299.HK)  +0.950 (+1.117%)    Short selling $452.40M; Ratio 28.631%   及港交所(00388.HK)  +2.600 (+0.630%)    Short selling $111.17M; Ratio 9.937%   升1.1%及0.6%。

騰訊(00700.HK)  +5.200 (+1.112%)    Short selling $1.13B; Ratio 10.030%   升1.1%,數據指中國AI大模型周調用量再超美國,騰訊混元3免費預覽版在大模型調用量中位居榜首。阿里(09988.HK)  +5.700 (+4.524%)    Short selling $1.60B; Ratio 17.830%   升4.5%。美團(03690.HK)  +1.200 (+1.441%)    Short selling $445.80M; Ratio 30.856%   升1.4%。比亞迪(01211.HK)  +0.500 (+0.488%)    Short selling $721.79M; Ratio 44.790%   升0.5%,公司4月新能源車銷量按月增長7%。小米(01810.HK)  +1.960 (+6.754%)    Short selling $3.10B; Ratio 42.384%   股價彈高6.8%收30.98元,美銀證券料小米首季智能手機毛利率或好於預期,為升幅最大藍籌股。

其他科技股方面,百度(09888.HK)  +4.100 (+3.454%)    Short selling $376.45M; Ratio 35.732%   及快手(01024.HK)  +1.560 (+3.636%)    Short selling $494.47M; Ratio 36.414%   升3.5%及3.6%,網易(09999.HK)  +2.900 (+1.620%)    Short selling $289.13M; Ratio 24.383%   升1.6%。美銀將全球超大規模雲計算企業資本支出預測上調至逾8,000億美元,數據中心供電概念濰柴(02338.HK)  +4.680 (+12.112%)    Short selling $519.40M; Ratio 30.519%   炒高12%,環保能源股龍源(00916.HK)  +0.271 (+4.113%)    Short selling $55.71M; Ratio 35.907%   升4.1%,金風(02208.HK)  +0.930 (+5.382%)    Short selling $62.10M; Ratio 21.803%   、信義光能(00968.HK)  +0.160 (+5.594%)    Short selling $32.12M; Ratio 20.301%   及大唐新能源(01798.HK)  +0.100 (+6.579%)    Short selling $6.00M; Ratio 35.713%   炒高5.4%至6.6%。光纖股長飛光纖光纜(006869.HK)升12.5%,光通訊概念曦智科技(01879.HK)  +124.000 (+15.233%)   升逾15%。

此外,中芯(00981.HK)  +1.250 (+1.763%)    Short selling $346.37M; Ratio 11.880%   升1.8%,華虹半導體(01347.HK)  +6.900 (+6.047%)    Short selling $295.95M; Ratio 16.932%   升6%,天數智芯(09903.HK)  +94.200 (+20.223%)    Short selling $103.24M; Ratio 8.611%   炒高20%。AI股MiniMax(00100.HK)  +90.000 (+12.623%)    Short selling $32.51M; Ratio 2.261%   及Manycore(00068.HK)  +4.240 (+18.629%)   升13%及19%,智譜(02513.HK)  +89.000 (+10.253%)    Short selling $91.15M; Ratio 6.295%   升10%。

蘋果績後股價上漲。手機部件股高偉(01415.HK)  +1.300 (+4.114%)    Short selling $4.72M; Ratio 8.189%   、瑞聲(02018.HK)  +1.620 (+4.500%)    Short selling $59.75M; Ratio 28.511%   及舜宇(02382.HK)  +2.400 (+3.768%)    Short selling $169.93M; Ratio 31.711%   升3.8%至4.5%,丘鈦(01478.HK)  +0.500 (+6.143%)    Short selling $10.11M; Ratio 12.412%   升6.1%。其他車股方面,理想(02015.HK)  +2.600 (+3.849%)    Short selling $138.85M; Ratio 27.174%   升3.8%;小鵬(09868.HK)  +1.550 (+2.541%)    Short selling $113.42M; Ratio 29.675%   升2.5%;蔚來(09866.HK)  -1.160 (-2.358%)    Short selling $144.37M; Ratio 40.947%   4月交付按年增23%,股價回吐2.4%。電池股寧德時代(03750.HK)  +23.500 (+3.865%)    Short selling $335.79M; Ratio 5.759%   升3.9%,天能(00819.HK)  +0.700 (+12.195%)    Short selling $21.43M; Ratio 19.079%   炒高12%。醫藥股方面,恒瑞(01276.HK)  +2.400 (+3.692%)    Short selling $15.85M; Ratio 10.366%   及藥明生物(02269.HK)  +1.520 (+4.600%)    Short selling $109.33M; Ratio 19.217%   升3.7%及4.6%,康方生物(09926.HK)  -8.000 (-5.891%)    Short selling $250.54M; Ratio 27.093%   跌5.8%,君實(01877.HK)  -1.120 (-4.255%)    Short selling $7.68M; Ratio 33.765%   跌4.3%。

油股逆市受壓,中海油(00883.HK)  -0.760 (-2.587%)    Short selling $115.65M; Ratio 13.742%   及中石油(00857.HK)  -0.330 (-2.743%)    Short selling $309.73M; Ratio 30.037%   各跌2.6%及2.7%。濠賭股方面,銀娛(000027.HK)跌2.8%,美高梅中國(02282.HK)  -0.440 (-3.767%)    Short selling $32.01M; Ratio 45.863%   及新濠國際發展(00200.HK)  -0.150 (-3.521%)    Short selling $4.50M; Ratio 28.014%   各跌逾3%。航空股南航(01055.HK)  +0.180 (+4.545%)    Short selling $15.90M; Ratio 33.359%   、東航(00670.HK)  +0.190 (+4.935%)    Short selling $11.93M; Ratio 29.066%   及國航(00753.HK)  +0.280 (+5.970%)    Short selling $15.96M; Ratio 17.604%   升4.5%至6%。

內房股物業代理貝殼(02423.HK)  +2.800 (+6.616%)    Short selling $166.14M; Ratio 36.370%   升6.6%;中海外(00688.HK)  +0.520 (+3.916%)    Short selling $183.12M; Ratio 33.240%   及萬科(02202.HK)  +0.170 (+5.686%)    Short selling $4.98M; Ratio 12.821%   升3.9%及5.7%。其他股份方面,泡泡瑪特(09992.HK)  -1.500 (-0.954%)    Short selling $713.51M; Ratio 36.907%   倒跌1%,渣打(02888.HK)  +6.200 (+3.249%)    Short selling $7.67M; Ratio 4.064%   再升3.2%,恒地(00012.HK)  +1.520 (+4.938%)    Short selling $246.66M; Ratio 43.902%   升4.9%。(fc/w)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-04 16:25.)

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