《全日总结》恒指跌245点 内银股受压 内房及内需股走弱
香港与内地ETF互挂获批，市场憧憬本港上市科技股ETF可望在内地挂牌，恒指高开310点，其後升幅曾扩大至425点一度高见25,847点，早段推动科技股及港交所(00388.HK)造好，但内银股午後下滑，大市转跌，恒指以全日低位25,177点收市，跌245点或1%。国指跌191点或1.9%，收9,991点；恒生科技指数跌37点或0.5%，收7,543点。大市全日成交总额1,817.7亿元，沪、深港通南下交易录得净流入金额分别为25.9亿及29.99亿元人民币。
港交所升2.8%报391.2元，盘中见397.8元新高。主要科技股升幅收窄或转跌，阿里巴巴(09988.HK)升2.1%报282.8元，盘中见287.6元新高。小米(01810.HK)升4.4%报23.5元，盘中见24.3元上市新高，腾讯(00700.HK)倒跌1.9%报530.5元，美团点评(03690.HK)倒跌3.6%报255.6元，京东(09618.HK)升幅收窄至0.7%，网易(09999.HK)倒跌1%。其他科技股方面，美图(01357.HK)、心动(02400.HK)及微盟(02013.HK)各升3%、4%及5%。
比亚迪电子(00285.HK)半年多赚近3.3倍，全日股价涨11.6%。信利(00732.HK)及舜宇(02382.HK)各跌4.9%及2.7%。中芯(00981.HK)及华虹半导体(01347.HK)各跌3.3%及1.9%。
吉利(00175.HK)完成A股上市辅导，股价升4.1%。长城汽车(02333.HK)股价升6.7%。华晨中国(1114.HK)跌3.1%，比亚迪(01211.HK)亦倒跌0.2%。广汽(02238.HK)半年少赚53%，全日股价跌8.5%。中国重汽(03808.HK)跌8.2%。航空股升幅收窄，国泰(00293.HK)及东航(00670.HK)各升3.3%及2.6%，中航信息网络(00696.HK)升4%，北京首都机场(00694.HK)升2.8%。
内银股领跌，建行(00939.HK)、农行(01288.HK)、工行(01398.HK)及交行(03328.HK)各跌2.8%至3.6%，招行(03968.HK)跌3.7%，邮储行(01658.HK)跌8.5%。内险股中国太平(00966.HK)、新华保险(01336.HK)及人保(01339.HK)各跌2.2%至3%，中国太保(02601.HK)跌4.2%，中国平安(02318.HK)及国寿(02628.HK)各跌0.9%及0.2%。
内房股亦下滑，世茂(00813.HK)及恒大(03333.HK)各跌4.3%及3.8%，润地(01109.HK)、合景泰富(01813.HK)、融创(01918.HK)及万科(02202.HK)各跌2.1%至3%。建材股海螺水泥(00914.HK)、华润水泥(01313.HK)及中国建材(03323.HK)各跌2.2%至2.9%。
内需股午後表现走样，国美(00493.HK)、阿里影业(01060.HK)、百威亚太(01876.HK)、蒙牛(02319.HK)各跌2.4%至2.8%，润啤(00291.HK)、康师傅(00322.HK)、呷哺呷哺(00520.HK)、海尔电器(01169.HK)、维达(03331.HK)、高鑫零售(06808.HK)及海底捞(06862.HK)各跌3.6至5.4%。体用品股表现疲弱，361度(01361.HK)、安踏(02020.HK)各跌7.2%及6.7%，李宁(02331.HK)跌4.8%。
能源及资源股跑赢大市，神华(01088.HK)半年少赚16%，公司提请股东授权回购股份，股价升2.7%。
MSCI指数季检，纳入香港指数的微创医疗(00853.HK)升1.6%，纳入中国小型指数的瑞安房地产(00272.HK)平收报1.06元，被剔出微型股指数的伟鸿集团(03321.HK)，今日股价升7%。
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