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《半日總結》恆指跌159點 百度及石藥受壓
美股道指昨(31日)回吐222點或0.7%,港股早市偏軟。恆指低開7點後反覆向下,曾跌232點一度低見21,183點,半日跌159點或0.74%,報21,255點;國指跌92點或1.25%,報7,324點;恆生科技指數跌77點或1.72%,報4,406點。大市半日成交總額764.94億元,滬、深港通南下交易半日分別淨流入5.62億及13.83億元人民幣。 科技股普遍下跌,阿里巴巴(09988.HK)跌1.6%報94.7元,騰訊(00700.HK)跌0.6%報360.4元,美團(03690.HK)跌3.2%報181元,小米(01810.HK)跌1%報12.02元,京東(09618.HK)跌1.2%報223.4元。德銀報告指百度(09888.HK)預期短期營運較上季更具挑戰,百度股價跌5%。網易(09999.HK)跌3.2%。 此外,京東健康(06618.HK)及萬國數據(09698.HK)各跌4.8%及5.2%,商湯(00020.HK)彈升7.5%。5G概念股中國鐵塔(00788.HK)及中通服(00552.HK)各升2.2%及3.3%,中興(00763.HK)回吐2.2%。 消費股個別發展,百勝中國(09987.HK)及貓眼娛樂(01896.HK)各升3.6%及4.2%,海爾智家(06690.HK)、安踏(02020.HK)、維達(03331.HK)及統一企業中國(00220.HK)各跌2.1%至2.7%。汽車股蔚來(09866.HK)及吉利(00175.HK)各升2.4%及1.9%。 國家集採胰島素在廣東落地實施,平均降幅48%,醫藥股威高(01066.HK)及石藥(01093.HK)各跌7.6%及6.2%。報道指OPEC+或把俄羅斯剔除產量限制計算,讓其他產油國增產,油股中海油(00883.HK)跌1.3%,油服股安東油服(03337.HK)升3.3%。 其他藍籌方面,匯控(00005.HK)升1.1%報52.65元,港交所(00388.HK)升1.1%報343元,友邦(01299.HK)跌0.1%報80.85元。內房股中海外(00688.HK)升2.6%。
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