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《市評》恒指第二季首日升2% 藥股搶高 智譜飆三成
市場憧憬美國與伊朗或結束戰事,國際油價下滑,港股今日於第二季首日向上。美股道指及納指隔晚各升2.5%及3.8%,撰文之時,美國2年期債券孳息跌至3.762%,美國10年期債券孳息跌至4.277%,美匯指數跌至99.52。道指期貨最新升218點或0.47%,納指期貨最新升150點或0.6%,上證綜指全日升56點或1.5%收3,948點,深證成指升1.7%,內地...
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《市評》恒指第二季首日升2% 藥股搶高 智譜飆三成
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市場憧憬美國與伊朗或結束戰事,國際油價下滑,港股今日於第二季首日向上。美股道指及納指隔晚各升2.5%及3.8%,撰文之時,美國2年期債券孳息跌至3.762%,美國10年期債券孳息跌至4.277%,美匯指數跌至99.52。道指期貨最新升218點或0.47%,納指期貨最新升150點或0.6%,上證綜指全日升56點或1.5%收3,948點,深證成指升1.7%,內地創業板指數升2%,滬深兩市成交額共2.01萬億人民幣。

恒指高開569點,曾升641點一度高見25,429點,全日升505點或2%,收25,294點;國指升130點或1.6%,收8,504點;恒生科指升106點或2.3%,收4,756點。大市全日成交總額2,914.21億元。北水交易總成交額1,281.41億元,而南向資金今日淨流出126.94億元(上交易日淨流入7.03億元)。

【憧美伊止戰 智譜飆三成】

科技股普遍造好,騰訊(00700.HK)  0.000 (0.000%)    Short selling $1.80B; Ratio 29.040%   及快手(01024.HK)  0.000 (0.000%)    Short selling $396.47M; Ratio 30.415%   股價各走高2.6%及2.4%,阿里(09988.HK)  0.000 (0.000%)    Short selling $1.45B; Ratio 28.382%   、百度(09888.HK)  0.000 (0.000%)    Short selling $435.78M; Ratio 50.042%   及網易(09999.HK)  0.000 (0.000%)    Short selling $171.11M; Ratio 33.015%   升3.1%至3.7%,嗶哩嗶哩(09626.HK)  0.000 (0.000%)    Short selling $169.15M; Ratio 32.092%   及東方甄選(01797.HK)  0.000 (0.000%)    Short selling $38.48M; Ratio 8.477%   各彈高7%及10.5%。

AI股炒上,MiniMax(00100.HK)  0.000 (0.000%)    Short selling $176.08M; Ratio 7.091%   股價搶高14%收1,060元,智譜(02513.HK)  0.000 (0.000%)    Short selling $455.92M; Ratio 10.306%   股價炒高31.9%收915元,成交額49.81億元。中金發表報告指,智譜2025年業績符合該行預期,2025年業績收入7.24億元人民幣按年增長132%,經調整淨虧損31.8億人民幣,2025年業績符合該行及市場預期。公司披露截至2026年3月,MaaS(模型即服務)的API ARR(應用程式編程介面的年度經常性收入)已達到17億元人民幣,按年增長60倍。由於「模型智能水平提升+下游需求放量」,2026年API ARR增長態勢大超該行及市場預期。

【沽空率上升 醫藥股搶高】

港股今日市寬改善,恆指成份股今日83隻股份上升,下跌股份7隻,升跌比率為92比8(上日52比47);大市今日錄沽空439.58億元,佔可沽空股份成交額1,793.4億元的24.511%。

醫藥股搶高,三生製藥(01530.HK)  0.000 (0.000%)    Short selling $159.44M; Ratio 12.410%   、君實生物(01877.HK)  0.000 (0.000%)    Short selling $30.05M; Ratio 10.495%   、康龍化成(03759.HK)  0.000 (0.000%)    Short selling $3.53M; Ratio 1.314%   、諾誠健華(09969.HK)  0.000 (0.000%)    Short selling $30.24M; Ratio 12.933%   及榮昌生物(09995.HK)  0.000 (0.000%)    Short selling $56.54M; Ratio 6.176%   升9.6%至15.2%,中生製藥(01177.HK)  0.000 (0.000%)    Short selling $238.56M; Ratio 32.050%   、金斯瑞(01548.HK)  0.000 (0.000%)    Short selling $24.99M; Ratio 22.852%   、科倫博泰(06990.HK)  0.000 (0.000%)    Short selling $151.62M; Ratio 46.221%   、映恩(09606.HK)  0.000 (0.000%)    Short selling $15.00M; Ratio 5.109%   及綠葉製藥(02186.HK)  0.000 (0.000%)    Short selling $8.29M; Ratio 3.949%   升8%至8.9%

現貨金價重上每盎司4,700美元水平,金屬及資源股上漲,中國白銀(00815.HK)  0.000 (0.000%)   、紫金(02899.HK)  0.000 (0.000%)    Short selling $777.79M; Ratio 31.257%   及江銅(00358.HK)  0.000 (0.000%)    Short selling $38.05M; Ratio 8.735%   升5.1%至5.9%,中國黃金國際(02099.HK)  0.000 (0.000%)    Short selling $104.75M; Ratio 26.149%   、五礦資源(01208.HK)  0.000 (0.000%)    Short selling $40.47M; Ratio 13.803%   及洛鉬(03993.HK)  0.000 (0.000%)    Short selling $238.81M; Ratio 23.221%   升7.7%至8.6%,靈寶(03330.HK)  0.000 (0.000%)    Short selling $138.75M; Ratio 17.622%   升10.5%。(wl/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-01 16:25.)

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