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《半日總結》恆指跌305點 金融及科網股受壓
美股道指昨(24日)急挫逾1,100點後倒升0.3%,但道指期貨在亞太時段再度向下,港股隨外圍走軟。恆指低開404點,早段曾跌530點一度低見24,126點,其後跌幅收窄,半日跌305點或1.24%,報24,351點;國指跌88點或1.03%,報8,569點;恆生科技指數跌99點或1.74%,報5,604點。大市半日成交總額720.08億元,滬深港通南下交易半日分別淨流入14.16億及18.54億元人民幣。 烏克蘭局勢緊張,國際金融股受壓。匯控(00005.HK)跌2.1%報52.2元,渣打(02888.HK)跌3.1%報52.15元,友邦(01299.HK)跌3%報85.45元。俄鋁(00486.HK)跌5.7報6.66元。 世茂(00813.HK)向中海外(00688.HK)售廣州亞運城權益,市傳世茂求售深圳世茂深港國際中心,世茂升7.5%報6.63元,中海外升0.4%。恆大(03333.HK)要求境外債權人不採取任何激進法律行動,恆大跌3.8%,同系恆大物業(06666.HK)跌2.5%。 上海融創房地產及陸家嘴國際信託退出常州融譽置業,融創(01918.HK)升0.2%。其他內房股方面,萬科(02202.HK)、富力(02777.HK)及遠洋(03377.HK)各跌逾2%。深控(00604.HK)受累恆大股權公允值大降,料去年度轉蝕30億元,股價跌2.2%。 科網股走軟,阿裏巴巴(09988.HK)跌1.3%報117.5元,騰訊(00700.HK)跌0.9%報465.4元,美團(03690.HK)及小米(01810.HK)各跌1.5%及1.6%。 快手(01024.HK)及嗶哩嗶哩(09626.HK)各跌2.7%及4%。此外,汽車之家(02518.HK)挫11.3%,閱文(00772.HK)及平安好醫生(01833.HK)各跌5.9%及5.1%。手機相關股瑞聲(02018.HK)跌3.3%,通達(00698.HK)及丘鈦(01478.HK)各挫13.7%及5.3%。 汽車股下跌,小鵬汽車(09868.HK)及吉利(00175.HK)各跌5%及4.6%,北汽(01958.HK)及理想汽車(02015.HK)各跌3.4%及3.5%。消費股海底撈(06862.HK)跌3.9%,新秀麗(01910.HK)及維達(03331.HK)各跌3.1%及2.7%。醫藥股中生製藥(01177.HK)及翰森製藥(03692.HK)各跌4.2%及5.7%。 港交所(00388.HK)跌0.7%報470.2元。內險股中國平安(02318.HK)及太保(02601.HK)各跌2.3%及2.8%。中遠海控(01919.HK)料去年純利按年增近8倍,股價低開3%後跌幅收窄至0.7%報13.9元。
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