《半日总结》恒指跌144点 中移动挫6% 腾讯绩後逆市扬
美国新冠疫情恶化及传白宫退出刺激经济方案谈判,美股三大指数昨日(12日)下跌,道指跌逾300点或1%。港股随内地及亚太区股市向下。恒指低开54点,早段曾跌260点一度低见25,909点,其後跌幅曾收窄至26点见26,143点,半日跌144点或0.6%,报26,025点;国指跌99点或0.9%,报10,480点;恒生科技指数升181点或2.4%,报7,887点。大市半日成交总额830.23亿元,沪、深港通南下交易半日录得净流入金额分别为13.82亿及20.59亿元人民币。
特朗普政府禁止美国投资被视为与中国军队关连企业,中资电讯股受压。中移动(00941.HK)跌6.1%报49.45元。中电信(00728.HK)及联通(00762.HK)各跌9.3%及8.1%。铁路及基建股亦同受挫,中铁建(01186.HK)及中国建筑国际(03311.HK)各跌5.2%及5.6%,中铁(00390.HK)、中车(01766.HK)、中交建(01800.HK)及中国通号(03969.HK)各跌3.2%至4.2%。
油股中海油(00883.HK)跌6.3%,中石化(00386.HK)及中石油(00857.HK)亦各跌3.1%及3.2%。
券商杰富瑞指美国制裁华为影响下,中国电讯商今年5G资本开支步伐,5G股受压,中国铁塔(00788.HK)跌4.4%,中通服(00552.HK)、中兴(00763.HK)、京信通信(02342.HK)及长飞光纤光缆(06869.HK)各跌2.7%至3.7%。
中资金融股走弱,内银股建行(00939.HK)、工行(01398.HK)及交行(03328.HK)各跌2.7%至2.9%,邮储行(01658.HK)及农行(01288.HK)各跌3.7%及4.4%。内险股中国太平(00966.HK)、人保(01339.HK)、财险(02328.HK)、太保(02601.HK)及国寿(02628.HK)各跌2.5%至3.5%,新华保险(01336.HK)跌4.6%。券商股中信证券(06030.HK)、光大证券(06178.HK)及海通证券(06837.HK)各跌2.9%至3.6%,中金(03908.HK)及华泰(06886.HK)各跌4.8%及4.7%。
科网股普遍造好,腾讯(00700.HK)升2.8%报593元,阿里巴巴(09988.HK)升1.7%报257.4元,小米(01810.HK)升4.1%报24.2元,美团(03690.HK)升5.9%报303.6元,京东(09618.HK)升6.2%报343元。阿里健康(00241.HK)及金蝶(00268.HK)各升5.1%及7%。
航空及濠赌股随外围向下,国泰(00293.HK)、东航(00670.HK)及国航(00753.HK)各跌2%至3%,新濠国际(00200.HK)、澳博(00880.HK)及永利澳门(01128.HK)亦各跌2.1%至3%。地产股亦走弱,本地地产股恒地(00012.HK)、新地(00016.HK)、信置(00083.HK)及恒隆地产(00101.HK)各跌2.1%至2.9%,内房股中海外(00688.HK)、世茂(00813.HK)、润地(01109.HK)、融创(01918.HK)及万科(02202.HK)各跌1.7%至2.7%。
其他股份方面,汇控(00005.HK)跌3.7%报36.95元,港交所(00388.HK)及友邦(01299.HK)各升1%及1.3%,渣打(02888.HK)跌2.8%。药明生物(02269.HK)升6.1%。东风(00489.HK)跌5.9%,比亚迪(01211.HK)升3.3%报182.8元。
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