《半日总结》恒指跌474点 安踏挫7% 阿里京东造淡
美股三大指数回落,港股早市向下。恒指低开433点,早段曾跌628点一度低见28,506点,其後跌幅收窄,半日跌474点或1.6%,报28,661点;国指跌179点或1.6%,报10,905点;恒生科技指数跌143点或1.7%,报8,168点。大市半日成交总额917.61亿元,沪、深港通南下交易半日录得净流入金额分别为21.52亿及17.71亿元人民币。
科技股方面,阿里巴巴(09988.HK)跌3.1%报221.2元,腾讯(00700.HK)跌1.5%报613元,美团(03690.HK)跌2.4%报286.6元,小米(01810.HK)跌1.7%报26.35元,京东(09618.HK)跌3.8%报286.6元,百度(09888.HK)跌1.5%报202.2元。
哔哩哔哩(09626.HK)跌3.6%报784.5元,快手(01024.HK)跌3.7%报237元。明源云(00909.HK)、汽车之家(02518.HK)及心动(02400.HK)各跌3.2%至3.9%,金山软件(03888.HK)、中软(00354.HK)及恒腾(00136.HK)各跌2.4%至2.9%。
手机相关股信利(00732.HK)及舜宇(02382.HK)各跌2.4%及3.2%。晶片设备股ASM太平洋(00522.HK)首季多赚21倍远胜预期,早市股价涨14.4%。
内需股向下,呷哺呷哺(00520.HK)跌5%,高鑫零售(06808.HK)、海底捞(06862.HK)、农夫山泉(09633.HK)及蓝月亮(06993.HK)各跌2%至2.8%。阿里影业(01060.HK)逆升4.7%。汽车股吉利(00175.HK)及北汽(01958.HK)各跌3.5%及3%,恒大汽车(00708.HK)跌5.1%。
体育股安踏(02020.HK)遭大股东折让7.5%配股套现115.7亿元,早市股价挫近7%收132.3元。李宁(02331.HK)及滔搏(06110.HK)均跌2.5%。361度(01361.HK)逆升6.6%。
油股中石化(00386.HK)、中石油(00857.HK)及中海油(00883.HK)各跌4.7%、3.2%及2.2%,油服股中海油服(02883.HK)及安东油服(03337.HK)各跌6.3%及3.9%。
其他蓝筹股方面,汇控(00005.HK)跌2.2%报45.1元,港交所(00388.HK)跌1.2%报480.8元,友邦(01299.HK)跌1.9%报96.2元,中银香港(02388.HK)、申洲(02313.HK)、中信(00267.HK)及长和(00001.HK)各跌2%至2.5%。
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