《半日总结》恒指倒升10点 安踏扬逾7% 百度挫9%
美国证券及交易委员会通过中资公司除牌修正案，在美上市中概股受压，触发港股早前波动。恒指低开290点，早段曾跌413点一度见27,505点低位，其後曾倒升69点，最终半日升10点或0.04%，报27,928点；国指跌97点或0.9%，报10,750点；恒生科技指数跌153点或1.9%，报7,887点。大市半日成交总额1,200.76亿元，沪、深港通南下交易半日录得净流入金额分别为4.13亿及14.62亿元人民币。
在港第二上市的中概股受挫，百度(09888.HK)挫8.9%报228.6元，阿里巴巴(09988.HK)跌4.2%报220.4元，京东(09618.HK)跌4.4%报305元，网易(09999.HK)及万国数据(09698.HK)各跌近3%及3.4%。市场预期有更多在美上市中概股或将赴港上市，港交所(00388.HK)早市升3.4%报450.4元。
其他科技股及新经济股方面，腾讯(00700.HK)绩後跌2.2%报609.5元，旗下在美上市腾讯音乐遭洗仓。小米(01810.HK)绩後股价跌4.4%，市场关注公司互联网业务收入疲软。美团(03690.HK)跌1.9%报286.4元，恒腾(00136.HK)及阅文(00772.HK)各跌4.1%及6.2%。雷蛇(01337.HK)去年亏转盈，股价升6.1%。手机相关股方面，信利(00732.HK)及瑞声(02018.HK)各跌3%及4.2%。个人电脑生产商联想集团(00992.HK)跌3.9%。电讯股中移动(00941.HK)跌0.3%报51.95元。
市场关注外国体育及服装品牌停用新疆产棉，中资体育用品股上扬。特步(01368.HK)升4.5%，安踏(02020.HK)及李宁(02331.HK)各弹高7.8%及9.7%。销售外国体育品牌的滔搏(06110.HK)则挫13.9%，申洲(02313.HK)亦跌5.2%。
其他内需股方面，中国旺旺(00151.HK)、统一企业中国(00220.HK)、高鑫零售(06808.HK)及海底捞(06862.HK)各跌3.4%至4.3%，颐海国际(01579.HK)绩後续弱，早市再跌8.7%。农夫山泉(09633.HK)则升4.9%。汽车股方面，吉利(00175.HK)、比亚迪(01211.HK)、广汽(02238.HK)及恒大汽车(00708.HK)各跌逾2%，北汽(01958.HK)去年少赚59%，股价跌6.8%。
资源股反弹，中铝(02600.HK)升7.1%，江铜(00358.HK)、五矿资源(01208.HK)、洛钼(03993.HK)及紫金(02899.HK)各升2.7%至3.6%。煤炭股兖煤(01171.HK)及中煤能源(01898.HK)各升3%及7.2%，中煤能源绩後获瑞信上调目标价。钢铁股鞍钢(00347.HK)亦升4.1%。
友邦(01299.HK)斥50.7亿元购东亚人寿，友邦早市股价升3.3%报95.8元，东亚(00023.HK)股价跌0.6%。中证监拟对海通证券(06837.HK)采取责令暂停为机构投资者提供债券投资顾问业务，海通证券早市跌4.4%。
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