《半日總結》恆指跌68點 科技及藥股弱 內房股彈高
美股道指及標普500指數創收市新高,港股早市在科技股拖累下走軟。恆指高開125點,早段曾升164點一度高見23,439點,其後曾跌127點一度低見23,146點,半日跌68或0.29%,報23,206點;國指跌37點或0.46%,報8,151點;恆生科技指數跌81點或1.44%,報5,559點。大市半日成交總額656.67億元。滬港通南下交易半日淨流入10.19億元人民幣,深港通南下交易半日淨流出3.71億元人民幣。
科技股走軟。騰訊(00700.HK)跌1.6%報446.4元,阿裏巴巴(09988.HK)升1.5%報116.7元,小米(01810.HK)跌1.1%報18.4元,美團(03690.HK)跌1.9%報219.2元,京東(09618.HK)跌3.1%報262元,網易(09999.HK)跌1.6%報156.1元。嗶哩嗶哩(09626.HK)及快手(01024.HK)各跌7.2%及3.2%。
商湯(00020.HK)股價一度抄上25%,中午升幅收窄至9.4%。手機部件股瑞聲(02018.HK)獲高盛唱好,股價升6.5%。
內房股急升,世茂(00813.HK)及奧園(03883.HK)各升11.4%及11%,富力(02777.HK)升8.6%,龍湖(00960.HK)及雅居樂(03383.HK)各升6%,中海外(00688.HK)、合景泰富(01813.HK)及碧桂園(02007.HK)各升4%至5.1%。內房股恆大(03333.HK)迴應海花島39棟樓責令被拆除,指正按決定書指引積極溝通,同系恆大物業(06666.HK)升5.3%。
融創服務(01516.HK)終止收購第一服務(02107.HK)逾32%股權,融創服務升8.6%,第一服務跌37.7%,融創中國(01918.HK)升8.4%報11.56元。
美債孳息上升,匯控(00005.HK)升1.5%報47.55元,中銀香港(02388.HK)升2.3%報26.55元,友邦(01299.HK)升0.6%報79.5元。個別內需股受挫,農夫山泉(09633.HK)及呷哺呷哺(00520.HK)各挫10%及9%,李寧(02331.HK)跌近8%。
《人民日報》海外版刊文指要破解罕見病「天價藥」難題及稱政府應引導發揮作用,多隻醫藥股受壓。信達生物(01801.HK)、藥明生物(02269.HK)及藥明康德(02359.HK)各跌6.6%至7.7%,騰盛博藥(02137.HK)及康希諾生物(06185.HK)各跌逾一成。
內地電力股回吐,潤電(00836.HK)跌7.7%。
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