《半日總結》恆指跌794點 騰訊失守500元 教育系挫
港股今日早市在科技股及金融股拖累向下。恆指今早低開496點，早段跌幅曾收窄至443點見26,878點，其後跌幅擴大至857點一度低見28,464點，半日跌794點或2.9%，報26,527點；國指跌359點或3.7%，報9,479點；恆生科技指數跌414點或5.7%，報6,854點。大市半日成交總額增至1,294.34億元，滬、深港通南下交易半日錄得淨流出金額分別爲2,620萬及10.7億元人民幣。
科技股顯着受壓，市監局責令騰訊(00700.HK)三十日內解除網絡音樂獨家版權，騰訊跌6.5%報496.4元，失守500元。阿裏巴巴(09988.HK)跌4.7%報195.5元。美團(03690.HK)跌7.7%報252.2元，京東(09618.HK)跌6.1%報272.2元，嗶哩嗶哩(09626.HK)跌12%報722元，快手(01024.HK)跌9.3%報117.5元，百度(09888.HK)跌5.4%，而網易(09999.HK)挫13.3%報150元。
此外，京東健康(06618.HK)、明源雲(00909.HK)及萬國數據(09698.HK)各跌12.1%至13.6%，恆騰(00136.HK)、衆安在線(06060.HK)、金山軟件(03888.HK)、金蝶(00268.HK)及心動(02400.HK)各跌6.8%至7.2%，微盟(02013.HK)、阿裏健康(00241.HK)及祖龍娛樂(09990.HK)各跌9.6%、8.8%及8.2%。手機相關股比亞迪電子(00285.HK)及鴻騰(06088.HK)各跌4.5%及4.2%。
國務院指內地學科類培訓機構一律不得上市融資，嚴禁資本化運作。教育股受壓。新東方(09901.HK)及新東方在線(01797.HK)料監管更新將對業務產生重大不利影響，新東方挫37.5%報18.88元，新東方在線挫31.4%報4.06元。思考樂教育(01769.HK)及卓越教育(03978.HK)正評估監管更新對業務營運的影響，思考樂教育挫42.3%報1.46元，卓越教育跌38.7%報0.65元。此外，新高教(02001.HK)、希望教育(01765.HK)、睿見(06068.HK)、宇華教育(06169.HK)及中教(00839.HK)各跌15.2%至20.8%。
內地物管股急挫，大摩發報告下調行業評級。碧桂園服務(06098.HK)跌14.6%，世茂服務(00873.HK)及合景悠活(03913.HK)各下瀉21.3%及9.6%。內房股方面，恆大(03333.HK)跌7%，世茂(00813.HK)、合景泰富(01813.HK)、融創(01918.HK)、富力(02777.HK)及萬科(02202.HK)各跌4.9%至5.5%。
醫藥股下滑，信達生物(01801.HK)、石四藥(02005.HK)、綠葉製藥(02186.HK)、復星醫藥(02196.HK)及藥明生物(02269.HK)各跌6.6%至8.3%，醫療設備股愛康醫療(01789.HK)及啓明醫療(02500.HK)各挫22.6%及10.6%。
內需股方面，海底撈(06862.HK)料中期扭虧賺8,000萬至1億人幣未達公司預期，股價挫16.6%報34.75元。呷哺呷哺(00520.HK)及頤海(01579.HK)各跌12%及11.1%。國美(00493.HK)及貓眼娛樂(01896.HK)各跌6.3%及7.6%。
匯控(00005.HK)跌0.3%報42.8元，港交所(00388.HK)跌3.2%報504.5元，友邦(01299.HK)跌1.3%報93.65元。
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