《全日總結》恆指跌362點 科技股受壓 內房股逆市揚
紐約期油曾觸及近七年高位,投資者關注企業盈利表現,港股下跌。恆指低開329點,早段跌幅曾收窄至136點見25,188點全日高位,其後跌幅再度擴大,低見24,865點一度跌459點,最終全日跌362點或1.4%,收24,962點;國指跌150點或1.7%,收8,849點;恆生科技指數跌203點或3.2%,收6,199點。大市全日成交總額1,369.87億元,滬、深港通南下交易半日分別淨流入19.56億及10.44億元人民幣。
廣電總局加強對網絡綜藝、電商直播、短視頻等新業態管理,相關股份受壓,騰訊(00700.HK)跌2.6%報483.2元,阿裏巴巴(09988.HK)跌3.9%報161.3元,嗶哩嗶哩(09626.HK)跌4.8%報541元,百度(09888.HK)及快手(01024.HK)各跌4%及6%。餓了麼訴美團(03690.HK)不正當競爭,美團被判賠償100萬人幣,美團跌3%報269元。舜宇(02382.HK)9月手機鏡頭出貨量按年跌20.8%,舜宇全日股價跌4.2%報193.2元。
其他科技股普遍下跌,小米(01810.HK)及京東(09618.HK)各跌2.5%及2.3%,京東健康(06618.HK)及中軟(00354.HK)各跌6%及5.8%,阿裏健康(00241.HK)及衆安在線(06060.HK)各跌4.6%及4.2%,萬國數據(09698.HK)、閱文(00772.HK)及金蝶(00268.HK)各跌3%至3.4%。比亞迪電子(00285.HK)跌3.6%。晶片相關股ASM太平洋(00522.HK)及華虹半導體(01347.HK)跌4.1%及3.7%。
金融股方面,匯控(00005.HK)跌0.1%報44.95元,港交所(00388.HK)跌1.9%報462.2元,友邦(01299.HK)跌1.3%報87.5元。郵儲行(01658.HK)遭摩通下調目標價,股價跌2.7%。中國平安(02318.HK)回吐5.2%報56.75元。中資券商股下滑,中金公司(03908.HK)跌8.3%,廣發證券(01776.HK)及中信證券(06030.HK)各跌6.7%及6.8%。
內地連續六天無新增本土確診,內需股個別發展,餐飲相關股頤海(01579.HK)及九毛九(09922.HK)各升4%及4.9%。萬洲(00288.HK)及蒙牛(02319.HK)各跌3.4%及2.5%。
內房股造好,潤地(01109.HK)及碧桂園(02007.HK)各升2.7%及3.3%,融創(01918.HK)升4.7%。恆大汽車(00708.HK)指「恆馳5」將於明年初在天津下線,恆大汽車升4.6%。
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