《半日总结》恒指跌87点 小米绩後造好 晶片股扬
港股连日造好後，大市今日早市回吐。恒指低开167点後表现反覆，曾跌215点一度低见28,950点，其後跌幅曾收窄至8点见29,157点。半日跌87点或0.3%，报29,078点；国指跌45点或0.4%，报10,810点；恒生科技指数升20点或0.3%，报8,093点。大市半日成交总额923.57亿元，沪、深港通南下交易半日分别录得净流入1.21亿及14.98亿元人民币。
小米(01810.HK)季绩远胜预期获多间券商上调目标价，早市股价升2%报28.7元。美国龙头晶片制造商英伟达季绩亮丽及展望营收均胜预期，晶片股受捧。中芯(00981.HK)股价升6%报24.9元，ASM太平洋(00522.HK)及华虹半导体(01347.HK)各升4.7%及6.9%。
MSCI指数半年检调整股份及权重将今日收市後生效，中金料被摊薄权重较大的腾讯(00700.HK)及美团(03690.HK)各跌2.1%及2.8%，京东(09618.HK)及百度(09888.HK)各跌0.9%及0.3%，阿里巴巴(09988.HK)则平收报207元，网易(09999.HK)升1.2%报182.7元。福莱特玻璃(06865.HK)跌2.5%，恒腾(00136.HK)升2.2%。新东方在线(01797.HK)升3.7%。此外，被纳入MSCI香港指数的周大福(01929.HK)升2%，被剔出该指数的电讯盈科(00008.HK)则平收报4.22元。
蓝筹股汇控(00005.HK)升0.3%报49.25元，港交所(00388.HK)跌0.6%报479.8元，友邦(01299.HK)升0.3%报102.7元，中移动(00941.HK)跌0.2%报49.9元。申洲国际(02313.HK)跌2.3%。
其他科技股方面，明源云(00909.HK)升5.5%，万国数据(09698.HK)及IGG(00799.HK)各升3.7%及3.1%。金蝶(00268.HK)及金山软件(03888.HK)各跌3.7%及3.1%。手机相关股方面，信利(00732.HK)及舜宇(02382.HK)各升逾3%，鸿腾(06088.HK)升5.6%。电讯设备股中兴(00763.HK)升4%。
内需股普遍上升，恒安(01044.HK)、阿里影业(01060.HK)及猫眼娱乐(01896.HK)各升2%至2.4%，农夫山泉(09633.HK)升3.8%，海底捞(06862.HK)则回吐2.6%。医药股复星医药(02196.HK)及威高(01066.HK)各跌3.2%及3%。
内房股碧桂园(02007.HK)及恒大(03333.HK)各跌2%及2.6%，煤炭股中煤能源(01898.HK)升3.2%，钢铁股马钢(00323.HK)及鞍钢(00347.HK)各升3.1%及4.1%，水泥股华润水泥(01313.HK)升2.8%，重型机械股中联重科(01157.HK)及潍柴动力(02338.HK)各升2.8%及4.9%。
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