《半日總結》恆指跌23點 李寧及中國平安受壓
港股今日爲期指結算日,早市反覆偏軟。恆指高開19點,曾升107點見25,736點半日高位,其後向下倒跌121點一度低見25,507點,半日跌23或0.09%,報25,604點;國指跌32點或0.36%,報9,061點;恆生科技指數升18點或0.28%,報6,459點。大市半日成交總額742.65億元,滬、深港通南下交易半日分別淨流入5.27億及6.24億元人民幣。
內房股下跌,世茂(00813.HK)、萬科(02202.HK)及雅居樂(03383.HK)各跌2.4%至2.5%,奧園(03883.HK)及富力(02777.HK)各跌4.1%及3.7%,中國恆大(03333.HK)跌4.7%。佳兆業(01638.HK)遭評級機構穆迪及標普下調信貸評級,股價瀉15.1%報1.24元,同系物管股佳兆業美好(02168.HK)亦跌7.1%。
油價下跌,中石油(00857.HK)跌3.4%,油服股海隆(01623.HK)、中海油服(02883.HK)及安東油服(03337.HK)各跌逾3%。發改委專題會議研究煤炭價格幹預具體措施,煤炭股中煤能源(01898.HK)及兗煤(01171.HK)各跌6.7%及5.8%。
資源股受壓,俄鋁(00486.HK)挫11.7%,江銅(00358.HK)、中鋁(02600.HK)及洛鉬(03993.HK)各跌6.3%至8.3%,五礦資源(01208.HK)跌4.1%。黃金股中國黃金國際(02099.HK)及紫金(02899.HK)各跌3.7%及4%。
科技股方面,騰訊(00700.HK)升0.6%報490元,阿裏巴巴(09988.HK)升1.4%報166.8元,美團(03690.HK)升1.6%報272.8元,小米(01810.HK)平收報21.9元,京東(09618.HK)及百度(09888.HK)各升0.1%及0.4%。汽車之家(02518.HK)及平安好醫生(01833.HK)各跌6.5%及4.1%,快手(01024.HK)跌1.2%報103.9元。
金融股普遍下跌,內險股中國平安(02318.HK)管理層在分析員會議披露下調今年新業務價值增長指引至負雙位數,早市股價跌3.8%報57.5元。人保(01339.HK)及財險(02328.HK)各跌2.8%及2.9%。美債孳息下滑,匯控(00005.HK)跌1.7%報47.05元,中銀香港(02388.HK)及渣打(02888.HK)各跌1%。港交所(00388.HK)績後股價跌0.8%報470.8元,友邦(01299.HK)升0.7%報89.45元。
內需股方面,百威亞太(01876.HK)第三季正常化按年升10%,半日股價升5.4%。李寧(02331.HK)先舊後新折讓逾8%配股集資105億元,半日股價跌7.1%報88.4元。大摩相信滔搏(06110.HK)股價15日內將升,滔博股價升6.7%。此外,藍月亮(06993.HK)跌3.3%。
伊利(600887.SH)收購澳優(01717.HK)擴大後共34.33%權益,澳優復牌升6.8%報9.45元。
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