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《半日總結》恆指倒跌73點 科網及內房股先升後轉弱 澳博揚逾4%
達利奧旗下基金橋水大幅增持阿里巴巴(BABA.US)及其他中概股,刺激科技股顯著追好並帶動港股早市高開。但內地4月零售及工業生產數據遜預期,令港股半日倒跌。恆指高開232點,早段曾升274點見20,173點,其後轉跌133點見19,764點,半日跌73點或0.37%,報19,825點;國指跌33點或0.49%,報6,773點;恆生科技指數跌11點或0.28%,報4,027點。大市半日成交總額533.88億元,滬、深港通半日分別淨流入13.44億及5.31億元人民幣。 騰訊(00700.HK)跌1.2%報350.4元,阿里巴巴(09988.HK)升1.8%報83.7元,美團(03690.HK)跌3.6%報161.6元,小米(01810.HK)升0.4%報11.08元,京東(09618.HK)跌0.3%報199元,百度(09888.HK)升1.8%報113元,萬國數據(09698.HK)、攜程(09961.HK)及中軟(00354.HK)各升3.3%至3.8%,平安好醫生(01833.HK)升4.6%。 人行下調首套房貸款利率下限20個基點,內房股高開後回落,碧桂園(02007.HK)高開7.5%後升幅收窄至1.4%,中海外(00688.HK)高開4.1%後倒跌0.6%,龍湖(00960.HK)升1.7%。物管股碧服(06098.HK)高開5%後倒跌2.1%。澳門修訂博彩法衛星賭場毋須設於承批公司物業及擬外國客可免最多5%稅率,濠賭股澳博(00880.HK)及新濠國際(00200.HK)各升4.5%及2.6%。 汽車股個別發展,小鵬(09868.HK)及蔚來(09866.HK)各升4.2%及2.4%‧,理想(02015.HK)及吉利(00175.HK)各跌2.7%及2%。消費股方面,海底撈(06862.HK)升5.3%報14元,百勝中國(09987.HK)升2.6%,潤啤(00291.HK)跌2%。 金融股方面,據報匯控(00005.HK)反駁分拆亞洲業務建議,匯控跌0.2%報47.65元。港交所(00388.HK)跌0.7%報326.2元,友邦(01299.HK)升0.4%報73.55元,內銀股郵儲行(01658.HK)及內險股太保(02601.HK)各跌2.9%及2.6%。 波羅的海指數稍微回落,個別航運股仍上升,中遠海運港口(01199.HK)及東方海外(00316.HK)各升3.3%及2.6%,中遠海能(01138.HK)升7.2%。
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