港股午評：科技股走弱，恆生科指大跌近2%，內房股與物管股齊挫
格隆匯12月14日丨港股上午盤主要指數大跌，恆指跌1.26%，國指跌1.4%，恆生科技指數跌1.97%。南下資金半日逆勢淨流入20.3億港元，大市半日成交額為634億港元。
盤面上，大型科技股再度下挫拖累大市走低，快手跌超4%，小米、百度跌超3%，阿里巴巴、騰訊、美團均跌超1%；恆大概念股跌勢不止，內房股與物管股跌幅持續擴大，世茂服務重挫24%領銜下跌，融創服務等個股跌幅居市場前列；濠賭股、汽車股、光伏股、教育股、航空股、半導體等熱門板塊齊跌。 另一方面，惟啤酒、體育用品、燃氣少數板塊上漲，特步國際逆勢大漲超9%。
內房股與物業管理股集體大跌，世茂服務(0873.HK)跌24%。12月13日，世茂股份發佈公吿稱，擬將所屬的物業管理業務相關公司、資產、負債和業務全部出售給關聯方世茂服務，交易轉讓價格為16.535億元。
博彩股重挫，多家賭企被惠譽納入“負面觀察名單”。金沙中國母公司拉斯維加斯金沙、美高梅中國(02282.HK)母公司美高梅國際酒店，以及澳博控股(00880.HK)，被評級機構惠譽納入“負面觀察名單”。惠譽稱，由於新冠肺炎疫情下，訪澳內地旅客何時回暖存變數，加上澳門監管不確定，如果賭企未獲新賭牌或條款過嚴會不利賭企信貸，從而帶來負面影響。
海運股走低，太平洋航運跌近7%。海運指數繼續回落，波羅的海整體幹散貨運價指數週一跌1.7%，為12月3日以來新低，海岬型船運價指數跌2.3%，巴拿馬型船運價指數跌2.4%。
特步國際(1368.HK)逆勢大漲超9%創2個半月新高。國盛證券指出，公司Q4以來隨着消費環境回暖主品牌終端流水增速環比有所回升，該行預計大約在20%左右好於預期，其中線上表現優於線下。維持其“買入”評級。 值得一提的事，公司此前發佈新的5年戰略“五五規劃”，預計2025年主品牌特步/新品牌實現營收約200億元/40億元。
楓葉教育(1317.HK)復牌大跌逾19%，全年盈轉虧31.28億元。截至8月31日止年度，股東應占虧損31.28億元，上年同期為溢利5.05億元。每股基本虧損105.27分。不派末期股息。期內，集團持續經營業務收益9.41億元，同比增加143.9%；持續經營業務毛利4.16億元，同比增加164%。至於來自持續及終止經營業務的總收入為21.51億元，同比增加40.7%，主要由於新收購海外學校CIS及KIS產生的收益增加；及學費增加所致。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
