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《半日總結》恆指跌250點 科技及內需股吐 匯控逆市揚
美股投資者趁高沽貨獲利,道指跌176點或0.5%。內地股市早市偏軟,港股亦跟隨回落。恆指低開243點,早段跌幅曾收窄至116點見24,313點,其後跌幅再度擴大,半日跌250點或1.03%,報24,179點;國指跌127點或1.48%,報8,475點;恆生科技指數跌105點或1.83%,報5,690點。大市半日成交總額653.15億元,滬、深港通南下交易半日分別淨流入15.64億及13.75億元人民幣。 科技股普遍回落,騰訊(00700.HK)跌2.1%報465.4元,阿裏巴巴(09988.HK)跌3.8%報127.2元,美團(03690.HK)跌4.2%報216.8元,小米(01810.HK)跌1.5%報18.4元,京東(09618.HK)跌4.2%報281元,百度(09888.HK)及網易(09999.HK)各跌2.8%及3.1%,嗶哩嗶哩(09626.HK)跌7.3%報292.6元,快手(01024.HK)逆升1.4%報86.6元。 微博(09898.HK)及商湯(00020.HK)各跌逾4%,微盟(02013.HK)跌6%。晶片股華虹半導體(01347.HK)升3.2%。手機部件股瑞聲(02018.HK)跌3.7%。 內需股走軟,恆安(01044.HK)及統一企業中國(00220.HK)各跌4.5%及3.8%,呷哺呷哺(00520.HK)、海底撈(06862.HK)、JS環球生活(01691.HK)及頤海(01579.HK)各跌2.5%至3.1%。 內房股方面,世茂股份(600823.SH)已兌付「19世茂G1」本金及利息,股東合計質押2.2億股股份,世茂股價半日平收報4.92元。恆大地產境內債「20恆大01」持有人通過債券展期方案,恆大(03333.HK)升1.2%報1.64元。報碧桂園(02007.HK)3億美元潛在可轉債據報未能吸引到足夠需求,該股早市跌3.5%報6.38元。 金融股方面,匯控(00005.HK)升1.6%報54.5元,渣打(02888.HK)升2.2%報54.4元,港交所(00388.HK)跌3.8%報450.8元,友邦(01299.HK)升0.8%報83.4元。中國平安(02318.HK)附屬平安銀行去年多賺25.6%,中國平安高開後倒跌2%。中信股份(00267.HK)最多66億人民幣認購中信證券(06030.HK)供股,中信證券跌5.1%報19.74元,中信則升0.6%。其餘中資金融股方面,招行(03968.HK)跌3.5%,太保(02601.HK)跌2.1%。廣發證券(01776.HK)及中金(03908.HK)各跌3.5%及2.8%。 醫藥股中生製藥(01177.HK)、石四藥(02005.HK)及白雲山(00874.HK)各升2.2%,石藥(01093.HK)升4.1%。航運股東方海外(00316.HK)及海豐國際(01308.HK)各升5.4%及5.8%。鋁業股俄鋁(00486.HK)及中國宏橋(01378.HK)各跌4.4%,中鋁(02600.HK)跌6.6%。
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