《半日總結》恆指跌15點 小米績後挫近7% 快手彈高
港股早市反覆造淡。恆指今早高開20點後反覆偏軟,曾漲64點高見24,716點,惟其後倒跌,一度跌93點低見24,557點,半日跌15點或0.06%,收24,635點;國指跌54點或0.6%,報8,773點;恆生科技指數跌35點或0.6%,報6,287點。大市半日成交總額728.8億元。滬、深港通南下交易半日分別淨流入17.01億及14.55億元。
美國等國家釋放石油儲備,三桶油穩升,中石油(00857.HK)升2.6%報3.59元,中海油(00883.HK)升0.5%報7.95元,中石化(00386.HK)升2.5%見3.74元。中資電力股受捧,華潤電力(00836.HK)彈7.7%。
市場關注內地數據平臺監管風險,騰訊(00700.HK)跌1.2%報475.4元,阿裏巴巴(09988.HK)跌1.4%報131.1元,美團(03690.HK)則升0.6%至267元。
剛公佈業績的小米(01810.HK)第三季季績符合預期,惟美銀證券指其智能手機業務環境困難、互聯網業務出現挑戰,早市股價挫7%報19.26元。快手-W(01024.HK)季績優預期,半日股價升7%。小鵬汽車-W(09868.HK)第三季交付量再創新高,股價升9.8%。
據雅居樂(03383.HK)股價跌2.3%報5.57元。其他內房股融創中國(01918.HK)挫4.9%,中國恆大(03333.HK)跌3.4%,碧桂園(02007.HK)跌1.9%,萬科企業(02202.HK)跌1.6%。另外,龍湖集團(00960.HK)澄清沒有整體出售航道業務計劃,股價升0.1%。
友邦(01299.HK)逆市升3.8%報88.6元。港交所(00388.HK)跌1.7%報450元。匯控(00005.HK)升1.3%報46.1元。中移動(00941.HK)持平報47.75元。JS環球生活(01691.HK)跌8.5%,市傳有股東折讓最多10.5%配售7,550萬股。阿裏健康(00241.HK)跌7.2%報7.9元摩通降其評級至「中性」,認爲其估值溢價不會在短期內復原。
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