Hang Seng Index rose 230 points at the close of trading, with gains in mobile phones, utilities industry, and consumer stocks.

AASTOCKS · Aug 7 16:29

內地上月進口增長加快，日圓拆倉潮暫歇下日股連升第二日，港股今日上升，恒指高開37點後升幅擴大，午後曾升340點見16,988點，全日升230點或1.4%，收16,877點；國指升80點或1.4%，收5,933點；恒生科技指數升39點或1.2%，收3,382點。大市全日成交總額956.62億元，滬、深港通南下交易淨流入73.33億及53.83億元人民幣。

新東方(09901.HK)加大回購規模至7億美元並建議派特別息，股價升6.3%。同系東方甄選(01797.HK)升2.5%。其他科網股方面，阿里(09988.HK)升1.7%報76.5元，騰訊(00700.HK)升2.5%報363.4元，百度(09888.HK)及京東(09618.HK)升1.6%及2.1%，美團(03690.HK)、小米(01810.HK)、網易(09999.HK)及快手(01024.HK)升不足1%。騰訊音樂(01698.HK)及萬國數據(09698.HK)升7.2%及9.6%。

手機相關股上升，高偉(01415.HK)及瑞聲(02018.HK)升逾5%，比亞迪電子(00285.HK)及舜宇(02382.HK)升2.4%及4%。晶片股華虹半導體(01347.HK)升2.8%。

國泰(00293.HK)股價跌2.4%，中午公布半年純利36.13億元跌15.3%及派每股中期息0.2元，並宣布未來7年會投資逾1,000億元，當中包括機隊、客艙產品、貴賓室、數碼升級及可持續發展等領域。中國鐵塔(00788.HK)股價升3.2%，上半年多賺一成首派中期息。

消費及內需股普遍造好，中國旺旺(00151.HK)、統一企業中國(00220.HK)、蒙牛(02319.HK)、百勝中國(09987.HK)及滔搏(06110.HK)升3.9%至4.5%。旅遊平台攜程(09961.HK)及同程旅行(00780.HK)升4.9%及5%。

金融股方面，滙控(00005.HK)升0.4%報63.05元，港交所(00388.HK)及友邦(01299.HK)升1%及1.6%，建行(00939.HK)、工行(01398.HK)及招行(03968.HK)升1.5%至1.9%。

公用股普遍上升，電能(00006.HK)及粵海投資(00270.HK)升3.8%及3%，長江基建(01038.HK)、中電(00002.HK)及香港電訊(06823.HK)升2%至2.7%。內地電力股潤電(00836.HK)、龍源電力(00916.HK)、金風科技(02208.HK)及中廣核電力(01816.HK)升逾4%。油股中石化(00386.HK)、中石油(00857.HK)及中海油(00883.HK)升2%至2.9%。

地產股九倉置業(01997.HK)中期基礎淨盈利增2%派息按年輕微減少，股價反彈3%。創科(00669.HK)中期純利升16%派息1.08元，股價升3.5%。永利澳門(01128.HK)母企次季澳門業務經調整物業EBITDAR按年升14%，永利澳門股價跌1.8%。福耀玻璃(03606.HK)中期多賺23%勝多間券商預期，股價升7.8%。

Mainland China's imports accelerated last month, and the yen carry trade came to a temporary pause. The Japanese stock market rose for the second consecutive day, while Hong Kong stocks rose today. The Hang Seng Index opened 37 points higher before widening its gains. It rose 340 points to 16,988 points in the afternoon, and closed up 230 points or 1.4% to 16,877 points for the day; the National Index rose 80 points or 1.4% to 5,933 points; the Hang Seng Technology Index rose 39 points or 1.2% to 3,382 points. The total turnover of the market for the day was HKD 95.662 billion, with net inflows of HKD 7.333 billion and RMB 5.383 billion through the Shanghai, Shenzhen, and Hong Kong Stock Connects.

New Oriental (09901.HK) has increased its repurchase program to USD 0.7 billion and proposed a special dividend, with the stock price up 6.3%. The same series Eastbuy (01797.HK) rose 2.5%. In other network technology stock news, Alibaba (09988.HK) rose 1.7% to HKD 76.5, Tencent (00700.HK) rose 2.5% to HKD 363.4, Baidu (09888.HK) and JD.com (09618.HK) rose 1.6% and 2.1% respectively, while Meituan (03690.HK), Xiaomi (01810.HK), Netease (09999.HK), and Kuaishou (01024.HK) rose less than 1%. Tencent Music (01698.HK) and GDS Holdings (09698.HK) rose 7.2% and 9.6% respectively.

Mobile-related stocks rose, with High Wealth (01415.HK) and Goertek (02018.HK) up over 5%, BYD Electronic (00285.HK) and Sunwoda Electronic (02382.HK) up 2.4% and 4%, respectively. Chip stock Hua Hong Semiconductor (01347.HK) rose 2.8%.

Cathay Pacific (00293.HK) fell 2.4%, reporting a 15.3% decline in net profit to HKD 3.613 billion and an interim dividend of HKD 0.2 per share, and announcing plans to invest over HKD 100 billion in areas including fleet, customer products, VIP rooms, digital upgrades, and sustainable development over the next seven years. China Tower (00788.HK) rose 3.2%, earning more than 10% in the first half of the year and declaring an interim dividend.

Consumer and domestic demand stocks were generally strong, with Want Want China (00151.HK), U-PEC China (00220.HK), Mengniu (02319.HK), Yum China (09987.HK), and Topsports (06110.HK) rising from 3.9% to 4.5%. Online travel platforms Ctrip (09961.HK) and Tongcheng Travel (00780.HK) rose 4.9% and 5%, respectively.

In terms of financial stocks, HSBC (00005.HK) rose 0.4% to HKD 63.05, HKEX (00388.HK) and AIA (01299.HK) rose 1% and 1.6% respectively, and CCB (00939.HK), ICBC (01398.HK) and ZhongShang (03968.HK) rose 1.5% to 1.9%.

Public utilities generally rose, with China Power (00006.HK) and Guangdong Inv (00270.HK) up 3.8% and 3%, respectively, while Cheung Kong Infrastructure (01038.HK), CLP (00002.HK), and HK Telecom (06823.HK) rose 2% to 2.7%. Mainland China's electrical utilities, Runhui Investment(00836.HK), China Longyuan (00916.HK), Goldwind Science & Technology (02208.HK), and CGN Power (01816.HK), rose more than 4%. Oil stocks Sinopec (00386.HK), PetroChina (00857.HK), and CNOOC (00883.HK) rose 2% to 2.9%.

Real estate stocks Jiuchang Realty (01997.HK) with half-yearly net profit increased by 2% and decreased slightly in dividends, with its price rebounding by 3%. Chuangs (00669.HK) reported a 16% rise in net profit with an interim dividend of HKD 1.08, and its stock price rose 3.5%. Wynn Macau (01128.HK) adjusted its property EBITDAR and earned 14% more in its Macau business in the second quarter of its parent company, but its stock price fell 1.8%. Fuyao Glass (03606.HK) reported a 23% rise in net profit in the first half of the year, exceeding the expectations of several securities brokerage firms, with its stock price rising 7.8%.

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《港股》恒指收市升230點 手機、公用股及消費股上揚

Hang Seng Index rose 230 points at the close of trading, with gains in mobile phones, utilities industry, and consumer stocks.

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《港股》恒指收市升230點手機、公用股及消費股上揚