《半日總結》恆指跌464點 騰訊阿里領跌 創科及申洲挫逾6%
美零售股Target(TGT.US)季度盈利削逾半,觸發市場憂慮通脹蠶食企業盈利,道指挫逾千點或近3.6%,港股早市隨外圍走軟。恆指低開497點,早段曾跌719點見19,924點,其後跌幅收窄,半日跌464點或2.25%,報20,179點;國指跌161點或2.28%,報6,927點;恆生科技指數跌144點或3.4%,報4,115點。大市半日成交總額723.78億元,滬、深港通南下交易半日分別淨流入16.7億及24.83億元人民幣。
騰訊(00700.HK)季績後遭多間大行下調目標價,股價跌6.6%報341.4元。阿里巴巴(09988.HK)跌6.1%報84.55元,美團(03690.HK)跌3.2%報166.5元,小米(01810.HK)跌3.4%報11.26元,京東(09618.HK)跌2.9%報201.4元,百度(09888.HK)及網易(09999.HK)各跌2.4%及2.8%,阿里健康(00241.HK)及萬國數據(09698.HK)各跌4.8%及5.5%。
手機相關股比亞迪電子(00285.HK)、瑞聲(02018.HK)及舜宇(02382.HK)各跌2.7%至3.1%。汽車股蔚來(09866.HK)及小鵬(09868.HK)各跌3.7%及3%,吉利(00175.HK)跌2.6%。電訊設備股中興(00763.HK)跌3.2%。
消費股走弱,JS環球生活(01691.HK)跌6.1%,百威亞太(01876.HK)、海爾智家(06690.HK)及康師傅(00322.HK)各跌3.4%至3.9%。體育用品股安踏(02020.HK)及李寧(02331.HK)各跌4%及3.2%。歐美業務佔比較大股份受壓,創科(00669.HK)及申洲(02313.HK)各跌6.9%及6.7%,聯想集團(00992.HK)跌4.8%。濠賭股金沙中國(01928.HK)跌4.1%,新濠國際(00200.HK)及永利澳門(01128.HK)各跌2.8%及2.7%。
金融股方面,匯控(00005.HK)跌1.4%報47.65元,港交所(00388.HK)跌3%報331元,友邦(01299.HK)跌0.6%報77.6元。招行(03968.HK)及中國平安(02318.HK)各跌2.5%。
光伏及相關股見炒作,協鑫科技(03800.HK)及新特能源(01799.HK)各升7.1%及7.6%,福萊特玻璃(06865.HK)升5.2%。
綠色零售債券(04252.HK)首掛「潛水」,半日收99.75元。
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