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恆指反覆跌逾百點考驗二萬六關 盈警中績「見紅」阿裏健康(00241.HK)挫9%
阿裏健康(00241.HK)發盈警料中績盈轉蝕最多3.2億人民幣,該股今天一舉跌破20天、10天及50天線(11.25-11.72元),最低見11.16元,現報11.2元,續挫9.1%,爲最傷藍籌,成交增至2,856萬股。 阿裏健康發盈警預計,截至9月止中期業績扭盈爲虧,將由去年同期賺2.79億人民幣,轉蝕最多3.2億人民幣(遠超大摩預計蝕1,200萬人民幣),主因包括集團增加資源配置以投入一系列創新業務、在天貓醫藥平臺和阿裏健康大藥房品牌心智建設加大投入,以及提升線上B2C藥品銷售市佔率、加速處方藥業務佈局並增加相應市場投放帶來自營業務利潤率降低,部分被投資允價值變動產生的未變現收益增加所抵銷。 恆指今早在阿裏健康急挫9%、受困於內地擬推房產稅的四大藍籌內房碧桂園(02007.HK)/中海外(00688.HK)/龍湖(00960.HK)/潤地(01109.HK)續跌3.5%-5.8%、以及安踏(02020.HK)、阿裏巴巴(09988.HK)、碧桂園服務(06098.HK)、海底撈(06862.HK)跌2%-2.8%、重磅股騰訊(00700.HK)/美團(03690.HK)/友邦(01299.HK)反覆跌0.8%-1%主導,反覆回吐128點或0.5%報26,003即市低位。
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