《半日总结》恒指跌288点 内银股吐 汇控腾讯造好
美国白宫与国会大选前就新刺激经济方案达共识机会减少,美国新冠确诊上周破顶,美股昨日(26日)受压,港股在重阳节假期後复市,今早跟随外围下跌。恒指低开78点,早段跌幅曾收窄至46点见24,872点,但其後向下,中午前曾跌316点一度低见24,602点,半日跌288点或1.2%,报24,629点;国指跌154点或1.5%,报9,970点;恒生科技指数跌10点或0.1%,报7,474点。大市半日成交总额754.48亿元,沪、深港通南下交易半日录得净流入金额分别为28.35亿及21.3亿元人民币。
中资金融股领跌。建行(00939.HK)、农行(01288.HK)、中行(03988.HK)、交行(03328.HK)及招行(03968.HK)各跌2.3%至2.8%,工行(01398.HK)、邮储行(01658.HK)及民行(01988.HK)各跌4%至4.5%。
内险股中国平安(02318.HK)跌2.4%,新华保险(01336.HK)、人保(01339.HK)及太保(02601.HK)各跌3.4%至3.9%,中国太平(00966.HK)、财险(02328.HK)及国寿(02628.HK)各跌逾4%。券商股中金(03908.HK)、中信证券(06030.HK)各跌5.7%,光大证券(06178.HK)跌9.4%,海通证券(06837.HK)、中国银河(06881.HK)及华泰证券(06886.HK)各跌3.9%至4.2%。
内房股表现疫弱。世茂(00813.HK)及奥园(03883.HK)各跌4%及4.4%,润地(01109.HK)跌3.8%,碧桂园(02007.HK)及万科(02202.HK)各跌3.1%及3%,中海外(00688.HK)、合景泰富(01813.HK)、融创(01918.HK)及恒大(03333.HK)各跌2.2%至2.8%。汽车股受压,华晨(01114.HK)跌5.9%,北汽(01958.HK)、广汽(02238.HK)及长城汽车(02333.HK)各跌3.2%至4.4%,东风(00489.HK)跌2.3%。比亚迪(01211.HK)则逆升1.3%。
海外疫情加剧拖累航空股,国泰(00293.HK)、国航(00753.HK)及南航(01055.HK)各跌4.2%及5.3%,东航(00670.HK)跌3%。航运股中国外运(00598.HK)跌3.1%,中远海能(01138.HK)及中远海运港口(01199.HK)各跌5.1%及7.1%。
蓝筹股方面,腾讯(00700.HK)逆市升3.3%报580元,盘中见580.5元新高。蚂蚁集团(06688.HK)开始招股,阿里巴巴(09988.HK)跌0.9%报295.2元。小米(01810.HK)跌3.7%报21.05元。汇控(00005.HK)逆升1.9%报32.85元,港交所(00388.HK)跌1.5%报362.6元,友邦(01299.HK)跌2.8%报76元,中移动(00941.HK)跌1.7%报50.05元,太古A(00019.HK)及中信股份(00267.HK)各跌2.3%及2.7%,地产股恒地(00012.HK)、恒隆地产(00101.HK)及领展(00823.HK)各跌2.1%至2.6%。油价下跌,中石化(00386.HK)及中海油(00883.HK)各跌2.8%及4.7%。
5G股受压,中通服(00552.HK)、京信通信(02342.HK)及长飞光纤光缆(06869.HK)各跌2.3%至3.6%,中兴(00763.HK)跌1.9%。手机相关股方面,鸿腾(06088.HK)跌5.8%,比亚迪电子(00285.HK)、通达(00698.HK)、丘钛(01478.HK)及瑞声(02018.HK)各跌2.1%至3.6%,舜宇(02382.HK)逆市升2.1%。
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