《半日總結》恆指跌130點 車股及電力股逆市升 蔚來彈7%
美股道指升431點及1.3%,港股連升多日後回吐,恆指高開71點後轉跌,曾跌212點一度低見20,389點,半日跌130點或0.64%,報20,471點;國指跌62點或0.88%,報7,014點;恆生科技指數跌73點或1.73%,報4,199點。大市半日成交總額599.21億元,滬、深港通南下交易半日分別淨流入8.81億元及6.57億元人民幣。
券商指京東(09618.HK)管理層對次季營運展望審慎,半日股價跌2.5%報209.4元。同系京東物流(02618.HK)跌7.5%報14.74元。阿里巴巴(09988.HK)及螞蟻集團退出印度電商平台PaytmMall,股價跌2.8%報88.05元。
其他科技股方面,騰訊(00700.HK)跌2.5%報359.2元,小米(01810.HK)跌0.7%報11.64元,美團(03690.HK)跌2.8%報168.9元,快手(01024.HK)跌3.8%報69元,金山軟件(03888.HK)跌3.3%。手機相關股比亞迪電子(00285.HK)、瑞聲(02018.HK)及舜宇(02382.HK)各跌2.1%至2.8%。
內媒消息報道指內地汽車下鄉政策有望6月初出台,每輛車最多補貼5,000元人幣,汽車股蔚來(09866.HK)彈高7%,長汽(02333.HK)升3.3%。餐飲股下跌,海底撈(06862.HK)及九毛九(09922.HK)各跌3.8%及3.9%,呷哺呷哺(00520.HK)跌2.7%。
電力股受捧,潤電(00836.HK)及華能國電(00902.HK)各升4.7%及5.5%,華電國際(01071.HK)升3.4%。客戶家得寶(HD.US)季績及盈測勝預期,出口股創科(00669.HK)升3.7%。
金融股方面,匯控(00005.HK)跌0.3%報48.45元,港交所(00388.HK)跌0.8%報337.4元,友邦(01299.HK)升0.3%報77.8元。郵儲行(01658.HK)跌2%。其他股份方面,電訊股中移動(00941.HK)升2.1%報52.6元,醫藥股藥明生物(02269.HK)跌3.6%。
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