《半日總結》恆指跌345點 科網及內房股受壓
美股昨日(17日)回吐,道指跌211點或0.6%。港股早市在科技股下挫下走弱。恆指低開280點後反覆向下,曾跌427點一度低見25,222點,半日跌345點或1.35%,報25,305點;國指跌160點或1.75%,報9,032點;恆生科技指數跌200點或3.01%,報6,471點。大市半日成交總額638.86億元,滬、深港通南下交易半日分別淨流入4.14億及3.99億元人民幣。
科技股受壓,百度(09888.HK)第三季非通用會計準則純利按年跌27%,投資者擔心未來數季的成本架構及毛利率,半日股價跌7.8%報156.5元。嗶哩嗶哩(09626.HK)首三季經調整淨虧損擴至38.26億人幣,半日股價跌10.7%報630.5元。
騰訊(00700.HK)跌2.5%報496.4元,阿裏巴巴(09988.HK)跌4.9%報156.7元,美團(03690.HK)跌3.2%報283.2元,小米(01810.HK)跌2.8%報21.15元,京東(09618.HK)跌3.3%報323.8元。
此外,阿裏健康(00241.HK)、金蝶(00268.HK)及平安好醫生(01833.HK)各跌4.8%至5.6%,汽車之家(02518.HK)跌8.1%,閱文(00772.HK)、網龍(00777.HK)、衆安在線(06060.HK)、明源雲(00909.HK)及心動(02400.HK)各跌逾3%。手機相關股比亞迪電子(00285.HK)跌3.7%。
碧桂園服務(06098.HK)停牌涉配發新股內幕消息。碧桂園(02007.HK)跌4%報7元。雅居樂(03383.HK)擬發行逾24億元債券,可換成雅生活H股(03319.HK)股份,雅居樂早市股價跌2.9%,雅生活挫10.7%報20.45元。
恆大(03333.HK)折讓逾24%悉售恆騰(00136.HK)持股,恆騰急彈23.7%報2.09元。恆大跌2.5%報2.73元。同系恆大物業(06666.HK)及恆大汽車(00708.HK)各跌3.4%及2.4%。其餘內房股受壓,中國金茂(00817.HK)、旭輝(00884.HK)及潤地(01109.HK)各跌3.4%至4.1%。
內需股方面,呷哺呷哺(00520.HK)跌3.9%,海爾智家(06690.HK)、貓眼娛樂(01896.HK)及JS環球生活(01691.HK)各跌2.9%至3.3%。體育用品股特步(01368.HK)及李寧(02331.HK)各跌3%及2.1%。
金融股方面,匯控(00005.HK)平收報46元,港交所(00388.HK)升0.5%報463.8元,友邦(01299.HK)跌0.4%報84.95元。內銀股郵儲行(01658.HK)跌2.7%報5.42元,內險股中國平安(02318.HK)跌1.4%報57.8元。
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