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《全日總結》恆指跌165點 碧桂園系受壓 金沙彈逾14%
內地去年第四季經濟增長優預期,但人行進行7,000億元人民幣一年期中期借貸便利操作,利率降至2.85%,市場關注經濟壓力,港股今日向下。恆指高開6點後轉跌,午後曾跌271點一度低見24,111點,尾市跌幅收窄。全日跌165點或0.68%,收24,218點;國指跌90點或1.06%,收8,463點;恆生科技指數跌44點或0.77%,收5,724點。大市全日成交總額1,053.45億元。滬、深港通南下交易分別淨流入13.03億及11.55億元人民幣。 澳門上週五(15日)公佈涉及賭場經營的修訂草案,提出賭牌最多6個,期限不逾十年。濠賭股獲多間大行唱好,股價顯着上升。金沙中國(01928.HK)升14.6%,永利澳門(01128.HK)及美高梅中國(02282.HK)各升11.9%及11.7%,銀娛(00027.HK)及新濠國際(00200.HK)各升7%及5.1%,澳博(00880.HK)升4.2%。 恆大地產向五礦信託轉讓兩家房地產開發商股權,恆大(03333.HK)跌0.6%。龍光(03380.HK)債券價格急跌,股價跌6.7%。其他內房及內地物管股普遍下跌,碧桂園系受壓,碧桂園(02007.HK)及碧桂園服務(06098.HK)各跌8.1%及9.1%,雅居樂(03383.HK)及雅生活(03319.HK)各跌4.6%,融創(01918.HK)及旭輝(00884.HK)各跌5%至5.7%。 科技股普遍偏軟,騰訊(00700.HK)指未成年用戶今年寒假及農曆新年假期遊戲限時14小時,該股跌1.6%報465.6元。阿裏巴巴(09988.HK)跌0.6%報128.5元,美團(03690.HK)跌1.8%報216.6元,小米(01810.HK)跌0.8%報18.5元, 微盟(02013.HK)及雲音樂(09899.HK)各跌6.5%及6.9%。金蝶(00268.HK)及明源雲(00909.HK)各升4.1%及2.7%,恆騰(00136.HK)炒高7.4%。 內地疫情持續,餐飲相關及啤酒股受壓,頤海(01579.HK)跌8.8%,海底撈(06862.HK)及百勝中國(09987.HK)各跌5.1%及3.9%,九毛九(09922.HK)及潤啤(00291.HK)各跌2.3%及2.9%。紙品股恆安(01044.HK)遭券商唱淡,股價跌3.6%。維達(03331.HK)跌5.1%。 金融股方面,匯控(00005.HK)升0.8%報55元,渣打(02888.HK)升4.3%。港交所(00388.HK)跌0.4%報450.8元,友邦(01299.HK)跌1.5%報83.2元。煤炭股中煤能源(01898.HK)跌6.7%。燃氣股新奧能源(02688.HK)跌4.6%。
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