《半日總結》恆指跌242點 科技股弱 李寧逆升逾5%
亞太區股市持續走弱,港股早市延續跌勢。恆指低開38點,早段曾倒升87點見25,187點,其後再度向下,曾跌291點一度低見24,808點,半日跌242點或0.97%,報24,857點;國指跌64點或0.73%,報8,798點;恆生科技指數跌84點或1.34%,報6,229點。大市半日成交總額678.06億元,滬港通南下交易半日淨流出4,070萬元人民幣,深港通南下交易半日淨流入6.85億元人民幣。
科技股下跌,騰訊(00700.HK)跌0.6%報461.2元,阿裏巴巴(09988.HK)跌1.8%報158.7元,美團(03690.HK)跌0.1%報270.8元。小米(01810.HK)遭高盛及大和下調目標價,股跌3.3%報20.3元,京東(09618.HK)跌0.3%報313.4元。百度(09888.HK)跌3.3%報156.6元,快手(01024.HK)跌5.4%報94.65元。此外,恆騰(00136.HK)及微盟(02013.HK)各跌9.5%及10.4%,平安好醫生(01833.HK)及阿裏健康(00241.HK)各跌5.9%及2.5%。美圖(01357.HK)炒高10.6%。
手機相關股比亞迪電子(00285.HK)及瑞聲(02018.HK)各跌2.7%及3.3%,晶片設備商ASM太平洋(00522.HK)跌3.4%,中芯(00981.HK)及華虹半導體(01347.HK)各升4.5%及3.4%。
內房股反彈,佳兆業(01638.HK)升15.1%,奧園(03883.HK)升6.5%,合景泰富(01813.HK)及旭輝(00884.HK)各升5.6%及5%,富力(02777.HK)升4.6%,世茂(00813.HK)、中國金茂(00817.HK)、萬科(02202.HK)、恆大(03333.HK)、龍光(03380.HK)及雅居樂(03383.HK)各升3%至3.5%。
金融股下跌,匯控(00005.HK)跌0.9%報46.65元,港交所(00388.HK)跌1.1%報459元,友邦(01299.HK)跌2.8%報85.75元。渣打(02888.HK)績後受壓,半日再跌4.9%報49元。內銀股郵儲行(01658.HK)及內險股財險(02328.HK)各跌2.2%。
體育用品股李寧(02331.HK)指短期銷售增長料達指引上限,半日股價升5.4%報86.25元。同業安踏(02020.HK)升2.7%。泡泡瑪特(09992.HK)昨日獲高盛唱好急升後,早市回吐4.3%。鋰材料供應商贛鋒鋰業(01772.HK)跌4.3%。
光伏股受壓,保利協鑫(03800.HK)跌15%報2.72元,信義光能(00968.HK)挫8.5%。玻璃股向下,信義玻璃(00868.HK)、福耀玻璃(03606.HK)及福萊特玻璃(06865.HK)各跌3.7%至3.9%。
波羅的海乾散貨指數下滑,太平洋航運(02343.HK)跌6.6%。醫藥股復星醫藥(02196.HK)升5.9%。煤炭股兗煤(01171.HK)升7.8%。
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