《半日總結》恆指跌225點 資源股受壓 海底撈逆市升逾8%
市場憂慮新冠疫情影響經濟復甦，週期性股份受壓拖累美股道指昨日(28日)跌150點或0.4%，港股在期指結算日早市隨外圍下跌。恆指高開23點見29,291點已爲半日高位，其後反覆下跌，半日跌225點或0.8%，報29,043點；國指跌109點或1%，報10,754點；恆生科技指數跌91點或1.1%，報8,185點。大市半日成交總額764.45億元，滬、深港通南下交易半日錄得淨流入金額分別爲3.19億及13.61億元人民幣。
科技股普遍偏軟。阿裏巴巴(09988.HK)跌1.4%報218.8元，騰訊(00700.HK)跌0.5%報592.5元，美團(03690.HK)跌1.4%報324元，小米(01810.HK)跌1.3%報27.35元，京東(09618.HK)及百度(09888.HK)各升0.5%及0.1%。阿裏健康(00241.HK)、新東方在線(01797.HK)、衆安在線(06060.HK)及京東健康(06618.HK)各跌2.6%至3.2%，。
軟件股金蝶(00268.HK)及金山軟件(03888.HK)各跌7.9%及2.4%，網易(09999.HK)及祖龍娛樂(09990.HK)各逆升3.7%及4.9%，手機部件股比亞迪電子(00285.HK)及信利(00732.HK)各跌2.6%及4.8%。
金融股方面，匯控(00005.HK)股價跌1.2%報45.35元，內險股人保(01339.HK)、財險(02328.HK)及太保(02601.HK)各跌2.3%至2.4%，中國平安(02318.HK)跌1.6%。港交所(00388.HK)及友邦(01299.HK)各升0.2%及0.3%。
內需股方面，海底撈(06862.HK)股價抽上8.3%報40.5元，同業呷哺呷哺(00520.HK)升3.8%。頤海國際(01579.HK)升5.8%。其他內需股普遍向下，統一企業中國(00220.HK)、潤啤(00291.HK)及海爾智家(06690.HK)各跌3.2%至3.5%%。
油價回落。中石化(00386.HK)及中石油(00857.HK)各跌3.6%及2.9%。變種病毒全球擴散影響航空股，國泰(00293.HK)跌2.1%，國航(00753.HK)及南航(01055.HK)各跌3.6%及3.4%。航運股亦走軟，中外運(00598.HK)、中遠海運港口(01199.HK)及中遠海控(01919.HK)各跌4.5%至5%，中遠海能(01138.HK)跌2.7%。資源股亦向下，俄鋁(00486.HK)、江銅(00358.HK)及中鋁(02600.HK)各跌2.9%至3.4%，五礦資源(01208.HK)跌5.2%。黃金股招金(01818.HK)及中國黃金國際(02099.HK)各跌2%及4.7%。
醫藥股下跌，信達生物(01801.HK)、石四藥(02005.HK)、復星醫藥(02196.HK)及華潤醫藥(03320.HK)各跌2%至2.9%。據報藥明康德(02359.HK)擬折讓最多8%減持藥明巨諾(02126.HK)套現約6.7億元，藥明康德跌2%，藥明巨諾跌10.7%報27.7元。
中燃氣(00384.HK)績後遭多間大行下調目標價，全日股價跌6.3%報23.7元。
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