《全日總結》恆指跌376點 內房、內需及濠賭股走弱
美國新冠疫苗製造商莫德納行政總裁指現有新冠疫苗或不能應對Omicron變種,道指期貨在亞太地區午市曾跌逾400點,港股今日向下。恆指低開69點,初段曾倒升36點,其後再度下跌,午後跌幅曾擴大至676點見23,175點,尾市跌幅收窄,全日跌376點或1.58%,收23,475點;國指跌129點或1.53%,收8,368點;恆生科技指數跌70點或1.16%,收6,028點。MSCI指數半年檢「執位」於收市後生效,大市全日成交總額增至2,238.48億元,滬、深港通南下交易分別淨流入19.26億及6.9億元人民幣。
MSCI中國指數新納入股份方面,中煤能源(01898.HK)跌3.7%,新天綠色能源(00956.HK)及海吉亞醫療(06078.HK各跌5.9%及8%,東嶽(00189.HK)挫10.5%。
科技股方面,阿裏巴巴(09988.HK)跌2.1%報127.3元,騰訊(00700.HK)跌0.6%報459.4元,美團(03690.HK)跌2.9%報238元,小米(01810.HK)跌0.1%。網易(09999.HK)跌5.5%報168.6元。晶片股華虹半導體(01347.HK)炒高5.6%報52.2元。
疫情陰霾下澳門概念股繼續受壓,銀娛(00027.HK)、新濠國際(00200.HK)、信德(00242.HK)及永利澳門(01128.HK)各跌2.3%至3.3%,金沙中國(01928.HK)及美高梅中國(02282.HK)各跌4.1%及5%。
內房股普遍下跌,龍光(03380.HK)、龍湖(00960.HK)及合景泰富(01813.HK)各跌4.1至4.8%,潤地(01109.HK)跌5.4%。內需股普遍向下,萬洲(00288.HK)、蒙牛(02319.HK)及康師傅(00322.HK)各跌4.1%至4.8%,百勝中國(09987.HK)、頤海(01579.HK)及農夫山泉(09633.HK)各跌3%至3.7%,維他奶(00345.HK)跌6.9%。電子煙概念回吐,比亞迪電子(00285.HK)及思摩爾國際(06969.HK)各跌9.1%及6%。
金融股方面,匯控(00005.HK)跌1.8%報42.95元,港交所(00388.HK)跌3.4%報430元,友邦(01299.HK)跌2.2%報82.05元。
國指成分股中國燃氣(00384.HK)半年純利跌19%遭多間券商下調目標價,股價挫20.2%。太陽城集團(01383.HK)稱業務至今業務並無受到重大幹擾,該股復牌挫48.3%。
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