《半日总结》恒指跌51点 内银股造好 舜宇挫逾6%
美联储不延长对银行资本要求的临时宽限,土耳其突撤换央行行长引发货币急跌,恒指早市跟随亚太区股市偏软。恒指低开189点一度低见28,801点,早段曾倒升148点见29,139点,其後再度向下,半日跌51点或0.2%,报28,939点;国指升47点或0.4%,报11,331点;恒生科技指数跌45点或0.5%,报8,505点。大市半日成交总额785.43亿元,沪、深港通南下交易半日录得净流入金额分别为3.91亿及11.03亿元人民币。
内银股造好,瑞银指招行(03968.HK)去年第四季多赚33%,招行早市股价升4.9%收63.6元。其他内银股亦造好,农行(01288.HK)升4.1%,建行(00939.HK)、工行(01398.HK)、交行(03328.HK)及中行(03988.HK)各升2.4%至3%。
科技股方面,腾讯(00700.HK)升0.7%报632.5元,阿里巴巴(09988.HK)跌1.2%报231.8元,美团(03690.HK)跌2.9%报323.4元。小米(01810.HK)下周一(29日)发布新产品,早市股价升2.3%报26.85元。
京东(09618.HK)升0.8%,网易(09999.HK)升4.2%报170.3元,快手(01024.HK)跌0.4%报314.6元。此外,心动(02400.HK)跌4.8%,微盟(02013.HK)及同程艺龙(00780.HK)各跌3.7%及3.5%,明源云(00909.HK)趺2.9%。
舜宇(02382.HK)股价跌6.2%收179.6元,法巴指市场关注欧菲光(002456.SZ)失去苹果公司订单後,於今年或会开启手机镜头模组的价格战以抢占市场份额。
信利(00732.HK)及富智康(02038.HK)各升2.8%及2.6%。个人电脑生产商联想集团(00992.HK)升2.5%。电讯股中移动(00941.HK)跌0.7%报52.6元,中电信(00728.HK)升4.1%,中国铁塔(00788.HK)跌3.4%。
内需股向下,维达(03331.HK)跌4.4%,中国旺旺(00151.HK)、润啤(00291.HK)及恒安(01044.HK)各跌3%至3.2%。
国家能源局指上月全国全社会用电量按年升18.5%,电力相关股受捧。大唐发电(00991.HK)、龙源(00916.HK)及金风科技(02208.HK)各升7.4%至8.4%,润电(00836.HK)、华能国电(00902.HK)、华电国际(01071.HK)、中广核电力(01816.HK)及信义光能(00968.HK)各升5%至6.3%。煤炭股中煤能源(01898.HK)升3.3%。此外,钢铁股马钢(00323.HK)及鞍钢(00347.HK)各升6%及3%。
蓝筹股汇控(00005.HK)跌1.1%报46.3元,港交所(00388.HK)跌1.3%。
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