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《全日總結》恆指升63點 內房股揚 體育用品股受壓
市場消化美聯儲縮表計劃,恆指先跌後升。恆指低開141點後,跌幅曾擴大至240點低見21,568點,收市前倒升,並以全日高位21,872點收市,升63點或0.29%;國指跌5點或0.07%,收7,490點;恆生科技指數跌51點或1.15%,收4,422點。大市全日成交總額1,031.3億元,滬、深港通南下交易分別淨流入6.45億及10.57億元人民幣。 中概股表現疲軟,阿里巴巴(09988.HK)跌1.3%報103.8元,京東(09618.HK)及百度(09888.HK)各跌2.1%及1.6%。攜程(09961.HK)及微博(09898.HK)各跌5.5%及5.1%,萬國數據(09698.HK)及汽車之家(02518.HK)各跌4.8%及4%,嗶哩嗶哩(09626.HK)跌7.4%,蔚來(09866.HK)及小鵬(09868.HK)各跌3.8%及4%,理想(02015.HK)跌2.9%。 其他科技股方面,美團(03690.HK)遭紅杉資本創始管理合夥人沈南鵬減持,全日股價跌近1.8%報156.5元。騰訊(00700.HK)跌1.3%報369.6元,小米(01810.HK)跌1.6%,快手(01024.HK)跌2.4%。 體育用品股下跌,安踏(02020.HK)及李寧(02331.HK)各跌5.2%及5%,滔博(06110.HK)跌3.7%。醫藥股復星醫藥(02196.HK)跌4.1%。汽車股廣汽(02238.HK)3月汽車銷量升31%,全日股價升9.6%。 內房股午後發力,富力(02777.HK)及龍光(03380.HK)各升6%及7.4%,中國金茂(00817.HK)、旭輝(00884.HK)、中海外(00688.HK)、潤地(01109.HK)、碧桂園(02007.HK)及雅居樂(03383.HK)各升3.3%至4.1%。內地物管股雅生活(03319.HK)及碧服(06098.HK)各升5%及5.1%。市場憧憬內地推動基建,基建股造好。中鐵建(01186.HK)及中交建(01800.HK)各升7.1%及4.7%。中鐵(00390.HK)首季新簽合同增84%,股價升7.3%。 油股中海油(00883.HK)擬發行26億股A股並在下周一(11日)網上路演,全日股價升2.6%報11.66元。 金融股方面,匯控(00005.HK)升0.9%報53.95元,港交所(00388.HK)升0.2%。
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