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《半日總結》恆指跌208點 阿里及京東受壓 內房股弱
美國上月通脹放緩但仍超預期,道指跌326點或1%,納指跌逾3%。港匯觸及弱方兌換保證,金管局承接15.86億元沽盤,港股早市隨外圍下跌。恆指低開267點,其後跌幅曾收窄至93點見19,731點,半日跌208點或1.05%,報19,615點;國指跌85點或1.26%,報6,684點;恆生科技指數跌59點或1.48%,報3,959點。大市半日成交總額577.36億元,滬、深港通南下交易半日分別淨流入25.14億及21.02億元。 美科技股受壓,本港上市科技股普遍跟隨下跌,騰訊(00700.HK)跌0.5%報348.8元,阿里巴巴(09988.HK)跌4.3%報81.95元,小米(01810.HK)跌3.5%報10.62元,京東(09618.HK)跌5.4%報197元,嗶哩嗶哩(09626.HK)跌6.6%報150元,閱文(00772.HK)及萬國數據(09698.HK)各跌3.2%及4.9%,快手(01024.HK)逆升1.6%報63.9元,明源雲(00909.HK)升2.5%。 手機相關股比亞迪電子(00285.HK)、富智康(02038.HK)及舜宇(02382.HK)各跌2.6%至3.1%。 美電動車股特斯拉(TSLA.US)急挫逾8%,汽車股下跌,理想(02015.HK)及小鵬(09868.HK)各跌5.3%及6.9%,蔚來(09866.HK)跌7.1%,比亞迪(01211.HK)跌2.1%。部分消費股受壓,百勝中國(09987.HK)及統一企業中國(00220.HK)各跌6.5%及5.7%,後者遭麥格理下調目標價。新秀麗(01910.HK)及康師傅(00322.HK)各跌4.2%及4.5%。 內房股下跌,合景泰富(01813.HK)跌6.5%,旭輝(00884.HK)及碧桂園(02007.HK)各跌5.7%及5.8%,中海外(00688.HK)、中國金茂(00817.HK)及雅居樂(03383.HK)各跌3.1%至4.2%。 金融股方面,匯控(00005.HK)跌1.8%報47.55元,港交所(00388.HK)跌1%報322元,友邦(01299.HK)升1.5%報73.15元。 出口股創科(00669.HK)及申洲(02313.HK)各跌3.4%及2.7%。
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