《半日總結》恆指倒跌17點 醫藥股彈 內房股續弱
美股三大指數續創歷史新高,市場觀望本週稍後公佈的美國通脹數據,港股早市反覆偏軟。恆指高開189點後升幅收窄,中午前一度低見24,678點倒跌85點,半日跌17點或0.07%,報24,745點;國指跌5點或0.07%,報8,788點;恆生科技指數跌19點或0.31%,報6,174點。大市半日成交總額527.76億元,滬、深港通南下交易半日分別淨流入3.62億及6,410萬元人民幣。
科技股個別發展,騰訊(00700.HK)跌0.4%報462元,阿裏巴巴(09988.HK)升0.1%報157.4元,美團(03690.HK)跌0.3%報270.4元。小米(01810.HK)跌0.2%報20.3元,京東(09618.HK)及快手(01024.HK)各跌2.2%及1.8%,百度(09888.HK)升0.8%。
此外,京東健康(06618.HK)及平安好醫生(01833.HK)各升5%及3.2%。閱文(00772.HK)及阿裏健康(00241.HK)各升2.7%及2.2%。手機相關股比亞迪電子(00285.HK)升3.4%,舜宇(02382.HK)跌3.4%報199元。
中國恆大(03333.HK)沽2億股恆騰網絡(00136.HK)套現4.1億,中國恆大平收報2.28元,恆騰昇5.4%報2.16元。同系恆大物業(06666.HK)及恆大汽車(00708.HK)各升1.6%及5.5%。其他內房股普遍下跌,世茂(00813.HK)及富力(02777.HK)各跌8.2%及6.2%,碧桂園(02007.HK)及旭輝(00884.HK)各跌3.4%,合景泰富(01813.HK)跌2.8%。奧園(03883.HK)反彈3.4%。內地物管股碧桂園服務(06098.HK)升2.3%。
醫藥股藥明生物(02269.HK)及開拓藥業(09939.HK)各反彈8.4%及18.1%,信達生物(01801.HK)升6.3%。濠賭股回吐,澳博(00880.HK)、永利澳門(01128.HK)及金沙中國(01928.HK)各跌2.1%至2.5%。京東方(09901.HK)及新東方在線(01797.HK)各升3.2%及2.2%。
其他藍籌股方面,匯控(00005.HK)跌0.5%報45.45元,港交所(00388.HK)跌1%報462.2元,友邦(01299.HK)跌0.8%報85.5元,中移動(00941.HK)跌0.4%報48.05元。消息指兩電最快今日公佈電費調整方案,中電(00002.HK)跌0.2%,港燈(02638.HK)半日升近0.3%。
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