《全日總結》恆指升33點 美團揚3% 阿裏健康挫7%
恆指今日反覆造好。大市高開20點後早段反覆偏軟,一度跌93點低見24,557點,午後倒升,曾漲199點曾高見24,851點,全日收24,685點,升33點或0.14%;國指則跌32點或0.37%,報8,794點;恆生科技指數跌31點或0.5%,報6,292點。大市全日成交總額1,373.69億元。滬、深港通南下交易全日分別淨流入8.35億及23.03億元。
市場關注內地數據平臺監管風險,科技股個別發展,美團(03690.HK)升3%報273.4元,爲表現最佳藍籌股。騰訊(00700.HK)跌1.9%報472.2元,阿裏巴巴(09988.HK)跌0.9%報131.8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,股價收挫近7%報19.26元。快手-W(01024.HK)季績優預期,全日股價升5.2%。小鵬汽車-W(09868.HK)第三季交付量再創新高,股價升10.1%。
美國等國家釋放石油儲備,三桶油穩升,中石油(00857.HK)升2%報3.57元,中海油(00883.HK)升0.5%報7.95元,中石化(00386.HK)升1.6%見3.71元。另外,中資電力股受捧,華潤電力(00836.HK)彈升8.4%。
花樣年(01777.HK)一境內債(「20花樣02」)80%利息獲準延至明年底支付,股價全日升4.7%。其他內房股雅居樂(03383.HK)跌2.8%報5.54元,融創中國(01918.HK)跌4%,中國恆大(03333.HK)挫5.1%。碧桂園(02007.HK)跌1.6%,旗下碧桂園服務(06098.HK)亦跌4.9%。龍湖集團(00960.HK)澄清沒有整體出售航道業務計劃,股價價收跌0.1%。
友邦(01299.HK)升2.6%收報87.6元。港交所(00388.HK)跌1%。匯控(00005.HK)升1.3%報46.1元。中移動(00941.HK)跌0.7%收報47.4元。賭股金沙(01928.HK)升2.7%,銀娛(00027.HK)亦升1.9%。
JS環球生活(01691.HK)跌7.9%,市傳有股東折讓最多10.5%配售7,550萬股。阿裏健康(00241.HK)跌7.1%報7.91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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