《半日總結》恆指跌103點 內房及科技股造淡 新能源汽車股彈
科技股及內房股受壓,恆指早市向下及守兩萬六水平。恆指高開102點見26,234點,其後掉頭向下,曾跌138點一度低見25,993點,半日跌103點或0.4%,報26,028點;國指跌71點或0.76%,報9,251點;恆生科技指數跌97點或1.5%,報6,646點。大市半日成交總額縮減至615.4億元,滬、深港通南下交易半日分別淨流入2,370萬及5.32億元人民幣。
內房股繼續受壓,合景泰富(01813.HK)及融創(01918.HK)各跌8.5%及8.9%,旭輝(00884.HK)跌6.4%,潤地(01109.HK)、萬科(02202.HK)及遠洋(03377.HK)各跌逾5%,中海外(00688.HK)、世茂(00813.HK)、中國金茂(00817.HK)、龍湖(00960.HK)、龍光(03380.HK)、雅居樂(03383.HK)及奧園(03883.HK)各跌逾4%,碧桂園(02007.HK)跌3.7%。恆大系方面,中國恆大(03333.HK)跌6%報2.51元,恆大物業(06666.HK)跌5.1%,恆大汽車(00708.HK)及恆騰網絡(00136.HK)各跌3%及4.5%。
科技股下跌。阿裏健康(00241.HK)料中績轉蝕最多3.2億人民幣,半日股價跌9.3%。阿裏巴巴(09988.HK)跌2.4%報169.8元,騰訊(00700.HK)跌0.6%報502元,小米(01810.HK)、美團(03690.HK)及京東(09618.HK)各跌0.4%至0.8%,百度(09888.HK)跌1.7%,嗶哩嗶哩(09626.HK)及平安好醫生(01833.HK)各跌4.1%及5.2%。手機部件股舜宇(02382.HK)跌2.9%。
比亞迪(01211.HK)獲聯交所確認可進行分拆比亞迪半導體,比亞迪升3.6%報313.8元。報道指比亞迪電池提價不低於20%,比亞迪電子(00285.HK)高開後倒跌1.1%報27.5元。美國電動車生產商特斯拉股價急升,理想汽車(02015.HK)及小鵬汽車(09868.HK)各急升6.8%及11.4%。鋰電池材料商贛鋒鋰業(01772.HK)亦升2.7%。
大摩發報告料內地啤酒行業潛在加價,潤啤(00291.HK)及百威亞太(01876.HK)各升4.8%及5.7%。餐飲股個別發展,呷哺呷哺(00520.HK)及九毛九(09922.HK)各升3.1%及5.1%,海底撈(06862.HK)及頤海(01579.HK)各跌3%及3.6%。濠賭股上升,銀娛(00027.HK)、新濠國際(00200.HK)、澳博(00880.HK)及永利澳門(01128.HK)各升2.8%至3%,金沙中國(01928.HK)升4.2%。醫藥股普遍下跌國藥(01099.HK)及中生製藥(01177.HK)各跌3.5%及2.9%,翰森製藥(03692.HK)跌4.1%。藥明生物(02269.HK)則逆升2.6%。
燃氣股中國燃氣(00384.HK)跌4.9%,新奧能源(02688.HK)則升5.3%。煤炭股神華(01088.HK)回吐2.4%,兗煤(01171.HK)及中煤能源(01898.HK)各跌4.8%及3.3%。
其他藍籌方面,匯控(00005.HK)績後獲大摩上調目標價,股價升1%報47.15元。港交所(00388.HK)及友邦(01299.HK)各跌0.6%及0.9%。
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