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《半日总结》恒指跌132点 内房及基建股受捧 电讯股弱
阿思达克 02-26 12:25
新型冠状病毒疫情在中国以外持续扩散,美股连续第二日急跌。港股今早随外围低开413点後,跌幅收窄,半日跌132点或0.5%,收26,760点:国指跌39点或0.4%,报10,540点。大市半日成交总额678.65亿元,沪、深港通南下交易半日录得净流入金额分别为23.25亿及7.71亿元人民币。 阿里巴巴(09988.HK)跌1.2%报204.2元,腾讯(00700.HK)跌0.3%报400.2元,汇控(00005.HK)跌0.4%报55.8元,友邦(01299.HK)及港交所(00388.HK)各跌0.2%及0.5%,渣打(02888.HK)明日(27日)将公布业绩,早市股价跌2.6%险守60元。中资金融股建行(00939.HK)、工行(01398.HK)、中行(03988.HK)、中国平安(02318.HK)及国寿(02628.HK)各跌0.3%至0.8%。此外,美团点评(03690.HK)及小米(01810.HK)股价均跌0.5%。 电讯股走弱,中移动(00941.HK)跌2.2%报63.2元,联通(00762.HK)跌1.4%。手机相关股普遍向下,瑞声(02018.HK)及舜宇(02382.HK)各跌2.6%及2%,富智康(02038.HK)及通达(00698.HK)各跌2.4%。晶片相关股华虹半导体(01347.HK)及ASM太平洋(00522.HK)各跌2.3%及3.2%。ASM太平洋公布季绩逊预期及削减派息。电讯设备股个别发展,中兴(00763.HK)跌2.1%,京信通信(02342.HK)及中通服(00552.HK)各升2.5%及1.8%。 内需股续弱,华润啤酒(00291.HK)及维他奶(00345.HK)各跌2.3%及2.1%。百威亚太(01876.HK)反弹2.1%。体育用品股李宁(02331.HK)及361度(01361.HK)各跌2.7%及2.8%。汽车股比亚迪(01211.HK)续受捧,半日升4.3%报54.25元。医药股方面,石药(01093.HK)及国药(01099.HK)各跌2.1%及1.6%。 内房股造好,融创(01918.HK)及世房(00813.HK)股价均升3.9%,合景泰富(01813.HK)及奥园(03883.HK)各升3.4%及4.7%,万科(02202.HK)升2.2%。基建股受捧,中铁(00390.HK)、中车(01766.HK)及中国通号(03969.HK)各升2.1%至2.4%,中交建(01800.HK)及中铁建(01186.HK)各升3.8%及3.4%。建材股方面,中建材(03323.HK)及金隅(02009.HK)各升4.4%及3.2%,海螺水泥(00914.HK)及华润水泥(01313.HK)各升2.3%及2.4%。 联想集团(00992.HK)遭机构Bucephalus发报告狙击,早市股价跌5.2%报5.3元,教育股现炒作,中教控股(00839.HK)升10%,新高教(02001.HK)及希望教育(01765.HK)各升4.8%及4.1%。
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