《半日總結》恆指跌185點 科技股及晶片股造淡
港股早市受科技股拖累向下。恆指今早低開221點,早段曾倒升4點見26,521點半日高位,其後再度向下,曾跌299點見26,218點,半日跌185點或0.7%,報26,331點;國指跌97點或1%,報9,367點;恆生科技指數跌139點或2.1%,報6,579點。大市半日成交總額減至673.09億元,滬港通南下交易半日淨流入2.1億元人民幣,深港通南下交易半日淨流出1.88億元人民幣。
科技股方面,百度(09888.HK)績後遭大行下調目標價,股價跌2.9%報154.4元。阿裏巴巴(09988.HK)跌3.2%報182.6元,騰訊(00700.HK)跌2.8%報468.4元,美團(03690.HK)升0.1%報236.8元,小米(01810.HK)跌3%報25.5元,京東(09618.HK)跌0.4%。
網易(09999.HK)及嗶哩嗶哩(09626.HK)各跌2%及1.6%。快手(01024.HK)跌3.7%報81元。《人民日報》發表以「對網絡『三俗』要零容忍」爲題的文章,批評主播搭訕、誘導打賞等視頻直播平臺的一些機制和內容,會對未成年人形成不良導向。
匯控(00005.HK)跌0.7%報44元,港交所(00388.HK)跌0.1%報498.6元,友邦(01299.HK)升1.2%報92.65元,內險股中國平安(02318.HK)跌1.7%,電訊股中移動(00941.HK)升2.9%報51.75元。太古(00019.HK)績後獲大摩唱好,股價升7.4%報53.2元。
衆安在線(06060.HK)跌6.2%,汽車之家(02518.HK)及微盟(02013.HK)股價均跌近3.6%,平安好醫生(01833.HK)跌2.8%,祖龍娛樂(09990.HK)及萬國數據(09698.HK)則各升2.5%及4%。手機相關股信利(00732.HK)及鴻騰(06088.HK)各跌3.8%及4.1%。高偉電子(01415.HK)中期純利跌20%,早市股價挫8.3%。
晶片股中芯(00981.HK)及華虹半導體(01347.HK)各跌4.9%及8.2%。電訊設備股中興(00763.HK)跌5.4%,個人電腦生產商聯想集團(00992.HK)跌3.4%。
內需股方面,潤啤(00291.HK)及百威亞太(01876.HK)各跌逾2%,統一企業中國(00220.HK)升2.5%。萬洲(00288.HK)公佈業績後股價升2.4%。體育用品股李寧(02331.HK)上半年純利升1.9倍,股價高開後倒跌3%報83.9元。安踏(02020.HK)跌2.9%。特步(01368.HK)及滔博(06110.HK)各升3.4%及4.8%。
麗新發展(00488.HK)折讓50%供股集資最多11.9億元,早市股價跌14%報5.9元。
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