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《半日總結》恆指跌292點 蒙牛挫逾7% 新能源汽車股受壓
內地上月通脹及工業生產者出廠價格指數均超市場預期,內地股市受壓拖累港股。恆指低開25點,早段曾倒升21點見24,834點,其後再度下跌,一度低見24,481點曾跌331點,最終半日跌292點或1.18%,報24,520點;國指跌96點或1.1%,報8,709點;恆生科技指數跌33點或0.54%,報6,188點。大市半日成交總額652.06億元,滬、深港通南下交易半日均淨流入6.62億元人民幣。 美電動車生產商特斯拉因馬斯克出售股權急跌近12%,本港上市的新能源汽車股受拖累,比亞迪(01211.HK)跌5.1%報294.8元,理想汽車(02015.HK)及小鵬汽車(09868.HK)各跌9.2%及8.6%,吉利(00175.HK)及長汽(02333.HK)各跌4%及3.2%。鋰電池材料商贛鋒鋰業(01772.HK)跌6.8%。 恆大汽車(00708.HK)先舊後新折讓近20%配股淨籌4.9億元籌備恆馳投產,該股逆市升5%報3.75元。 能源及資源股受壓,電力股潤電(00836.HK)及華能國電(00902.HK)各跌6.9%及5.4%,大唐發電(00991.HK)、華電國際(01071.HK)中國電力(02380.HK)各跌3.8%至3.9%。環保電力股龍源(00916.HK)及金風(02208.HK)各跌6.4%及3.8%。光伏股保利協鑫(03800.HK)跌5.8%,信義系信義光能(00968.HK)及信義玻璃(00868.HK)各跌4.6%及3.1%。 官媒指奶業高端化不利提高對國產乳製品信心,乳業股蒙牛(02319.HK)挫7.1%,現代牧業(01117.HK)股價跌3.5%。其他內需股方面,潤啤(00291.HK)、海爾智家(06690.HK)、頤海(01579.HK)及百威亞太(01876.HK)各跌2.2%至2.8%。 科技股方面,騰訊(00700.HK)逆升2.1%報473.8元,阿裏巴巴(09988.HK)跌0.4%報156.4元,美團(03690.HK)跌0.5%報269元,小米(01810.HK)跌1.5%報20.05元。手機相關股方面,比亞迪電子(00285.HK)跌3.3%,富智康(02038.HK)及鴻騰(06088.HK)各逆升3.4%及4.3%。舜宇(02382.HK)上月手機鏡頭出貨量按年跌27.8%,股價逆升1.5%報205元。 金融股方面,匯控(00005.HK)跌1.6%報44.8元,港交所(00388.HK)跌1.3%報459元,友邦(01299.HK)跌3.3%報82.75元, 內房股方面,花樣年控股(01777.HK)指正與相關債權人積極磋商及復牌,半日股價下挫36.6%。有線寬頻(01097.HK)控股權變動觸發技術性全面收購,早市股價急升27.9%報0.087元。
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