《半日總結》恆指倒跌106點 網遊股升幅收窄 快手及商湯挫
美債孳息高企,美股道指及納指昨晚各跌1.2%及跌2%,港股早前反覆偏軟。恆指高開70點,早段曾升221點一度高見21,429點,其後反覆向下,曾跌197點一度低見21,011點,半日跌106點或0.5%,報21,102點;國指跌43點或0.61%,報7,164點;恆生科技指數跌33點或0.81%,報4,157點。大市半日成交總額623.79億元,滬、深港通半日分別淨流入8.66億及6.74億元人民幣。
內地45款網絡遊戲本月獲批,名單涉金山軟件(03888.HK)旗下西山居及百度(09888.HK)等,金山軟件升2.9%,百度倒跌1.2%,心動(02400.HK)及IGG(00799.HK)各升6.1%及6.3%,嗶哩嗶哩(09626.HK)升7.4%,網易(09999.HK)升3.2%報146.9元,騰訊(00700.HK)升2.3%報361.8元。
其他科技股方面,報道指芒格曾任主席的Daily Journal將阿里巴巴(BABA.US)持股減半,阿里巴巴(09988.HK)跌1.1%報97.45元。京東(09618.HK)升2.7%報221.2元,小米(01810.HK)跌1.8%,中軟(00354.HK)及萬國數據(09698.HK)各升4.4%及4.7%,快手(01024.HK)挫10.4%報58.6元,商湯(00020.HK)跌7.3%報5.19元。
內房股下跌,龍湖(00960.HK)首季合同按年跌六成,股價高開3%,半日倒跌1.4%。龍光(03380.HK)及旭輝(00884.HK)各跌7.8%及7.1%,中國金茂(00817.HK)、碧桂園(02007.HK)、富力(02777.HK)及雅居樂(03383.HK)各跌逾2%,物管股碧服(06098.HK)跌4.1%。
內地疫情持續導致油價下滑,中石油(00857.HK)及中海油(00883.HK)各跌2.5%及2.2%,油服股海隆(01623.HK)及中海油股(02883.HK)各跌13%及5.7%。
消費股早前下滑後個別發展,頤海(01579.HK)及中國飛鶴(06186.HK)各跌3.5%及3.2%,汽車股蔚來(09866.HK)反彈6.4%。
金融股方面,匯控(00005.HK)跌1%報53.5元,港交所(00388.HK)跌0.7%報340.8元,友邦(01299.HK)跌1.8%報80.25元。
中煤能源(01898.HK)料首季利潤按年增75%至93%,半日股價彈11.5%報6.6元。
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