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《半日總結》恆指跌124點 賭股挫 航運股受捧
市場關注新冠變種Omicorn。美股道指上週五(26日)跌逾900點或2.5%,亞太區早市走軟。港股期指結算前夕反覆,恆指低開170點後,曾倒升53點見24,132點,其後曾跌229點見23,851點,半日跌124點或0.52%,報23,956點;國指跌25點或0.3%,報8,550點;恆生科技指數跌10點或0.17%,報6,141點。大市半日成交總額827.73億元,滬港通南下交易半日淨流入20.91億元人民幣,深港通南下交易半日淨流出1.7億元人民幣。 太陽城集團(01383.HK)主席周焯華內地涉賭遭溫州批準逮捕,同系太陽娛樂(08082.HK)跌23.9%。澳大博彩研究所指首次有中介人涉觸內地開設賭場罪,影響行業形象或令業務收縮。澳門博彩股受壓,銀娛(00027.HK)、澳博(00880.HK)、新濠國際(00200.HK)及永利澳門(01128.HK)各跌7.8%至9%,金沙中國(01928.HK)跌6.3%,美高梅中國(02282.HK)跌近10%。 航空股持續受壓,國泰(00293.HK)及東航(00670.HK)各跌3%及2.8%,國航(00753.HK)及南航(01055.HK)各跌4.3%及3.9%,中銀航空租賃(02588.HK)跌6.7%。涉足旅遊業務的復星國際(00656.HK)跌2.5%,行李箱生產商新秀麗(01910.HK)跌3.4%。市場憧憬疫情導致航運價格上漲,航運股見追捧,東方海外(00316.HK)及太平洋航運(02343.HK)各升4.7%及4.2%,中遠海控(01919.HK)升8.6%。 美團(03690.HK)第三季經調整淨虧損人幣符預期,但關注經濟放緩及新冠疫情反彈影響業績,早市股價跌7.7%報243.2元。其他科技股方面,騰訊(00700.HK)升1%報468元,阿裏巴巴(09988.HK)升2.2%報132元,小米(01810.HK)升1.9報19.42元,京東(09618.HK)及百度(09888.HK)各升2%及1.8%,網易(09999.HK)升0.7%。 手機相關股方面,舜宇(02382.HK)升4.1%,比亞迪電子(00285.HK)、丘鈦(01478.HK)及鴻騰(06088.HK)各跌逾2% 許家印折讓19.8%場外減持恆大(03333.HK)12億股套現26.76億元,恆大跌8.4%報2.29元。同系恆大汽車(00708.HK)及恆大物業(06666.HK)各跌13.1%及3%。 其餘藍籌方面,匯控(00005.HK)跌0.8%報44元,港交所(00388.HK)跌0.1%報448元,友邦(01299.HK)跌0.4%報84.3元。汽車股吉利(00175.HK)跌2.6%。其他股份方面,電力股潤電(00836.HK)及中國電力(02380.HK)各炒高7.6%及11.5%,龍源(00916.HK)升3.9%。資源股五礦資源(01208.HK)跌5.3%。
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