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《半日总结》恒指跌208点 阿里及京东受压 内房股弱
美国上月通胀放缓但仍超预期,道指跌326点或1%,纳指跌逾3%。港汇触及弱方兑换保证,金管局承接15.86亿元沽盘,港股早市随外围下跌。恒指低开267点,其後跌幅曾收窄至93点见19,731点,半日跌208点或1.05%,报19,615点;国指跌85点或1.26%,报6,684点;恒生科技指数跌59点或1.48%,报3,959点。大市半日成交总额577.36亿元,沪、深港通南下交易半日分别净流入25.14亿及21.02亿元。 美科技股受压,本港上市科技股普遍跟随下跌,腾讯(00700.HK)跌0.5%报348.8元,阿里巴巴(09988.HK)跌4.3%报81.95元,小米(01810.HK)跌3.5%报10.62元,京东(09618.HK)跌5.4%报197元,哔哩哔哩(09626.HK)跌6.6%报150元,阅文(00772.HK)及万国数据(09698.HK)各跌3.2%及4.9%,快手(01024.HK)逆升1.6%报63.9元,明源云(00909.HK)升2.5%。 手机相关股比亚迪电子(00285.HK)、富智康(02038.HK)及舜宇(02382.HK)各跌2.6%至3.1%。 美电动车股特斯拉(TSLA.US)急挫逾8%,汽车股下跌,理想(02015.HK)及小鹏(09868.HK)各跌5.3%及6.9%,蔚来(09866.HK)跌7.1%,比亚迪(01211.HK)跌2.1%。部分消费股受压,百胜中国(09987.HK)及统一企业中国(00220.HK)各跌6.5%及5.7%,後者遭麦格理下调目标价。新秀丽(01910.HK)及康师傅(00322.HK)各跌4.2%及4.5%。 内房股下跌,合景泰富(01813.HK)跌6.5%,旭辉(00884.HK)及碧桂园(02007.HK)各跌5.7%及5.8%,中海外(00688.HK)、中国金茂(00817.HK)及雅居乐(03383.HK)各跌3.1%至4.2%。 金融股方面,汇控(00005.HK)跌1.8%报47.55元,港交所(00388.HK)跌1%报322元,友邦(01299.HK)升1.5%报73.15元。 出口股创科(00669.HK)及申洲(02313.HK)各跌3.4%及2.7%。
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