《半日總結》恆指跌37點 騰訊下滑近3% 內房股造高
美國上月通脹超預期觸發美國科技股下跌,騰訊(00700.HK)料廣告業務短期仍面臨挑戰,港股早市偏軟。恆指低開140點後,曾倒升119點見25,115點,其後再度向下,半日跌37點或0.15%,報24,958點;國指跌3點或0.04%,報8,907點;恆生科技指數跌3點或0.06%,報6,346點。大市半日成交總額705.76億元,滬、深港通南下交易半日分別淨流入4.29億及4,060萬元人民幣。
騰訊第三季非國際財務報告準則純利符預期,惟預期廣告業務放緩,股價跌3%報469.2元。其他科技股方面,阿裏巴巴(09988.HK)跌1.7%報158.5元,小米(01810.HK)及京東(09618.HK)各跌0.2%及0.7%,美團(03690.HK)升0.1%報277.8元,百度(09888.HK)及網易(09999.HK)各跌2.3%,快手(01024.HK)升2.3%報95.4元。
手機相關股比亞迪電子(00285.HK)及通達(00698.HK)各升5.4%及11.5%,舜宇(02382.HK)升2.2%。
內房股續升,中國恆大(03333.HK)、中海外(00688.HK)、旭輝(00884.HK)、龍湖(00960.HK)、融創(01918.HK)及世茂(00813.HK)各升4%至5.5%,潤地(01109.HK)、合景泰富(01813.HK)、萬科(02202.HK)及龍光(03380.HK)各升逾3%,奧園(03883.HK)升7%。地產軟件商明源雲(00909.HK)升4%。中資金融股上升,民行(01988.HK)及太保(02601.HK)各升3%及2.5%,中國平安(02318.HK)升1.8%。券商股廣發證券(01776.HK)升5.3%,中金(03908.HK)、中信證券(06030.HK)及華泰證券(06886.HK)各升2.5%至3%。
內需股普遍造好,統一企業中國(00220.HK)第三季純利按年升4%,股價急升12.1%。康師傅(00322.HK)、國美(00493.HK)、海爾智家(06690.HK)、蒙牛(02319.HK)及海底撈(06862.HK)各升2.4%至3.1%。醫藥股信達生物(01801.HK)及復星醫藥(02196.HK)各跌5.2%及5.4%。教育股抽升,希望教育(01765.HK)及新東方在線(01797.HK)各升18.6%及9.6%,宇華(06169.HK)、中教(00839.HK)及新高教(02001.HK)各升6.3%至7.6%。
金價升至五個月高,山東黃金(01787.HK)及招金(01818.HK)各升4.3%及8.3%。油價下跌,中石油(00857.HK)及中海油(00883.HK)各跌1.1%。其餘藍籌方面,匯控(00005.HK)跌0.1%報45.25元,港交所(00388.HK)跌0.6%報461.2元,友邦(01299.HK)升0.5%報82.95元。中移動(00941.HK)跌0.7%報47.6元,領展(00823.HK)升2.7%,創科(00669.HK)跌3.1%。
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