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《半日總結》恆指跌40點 阿里巴巴倒升 航運及內房股弱
市場關注美通脹數據,美股道指跌638點或1.9%,港股早市反覆。恆指低開346點後收復失地,最多曾升59點一度高見21,928點,半日跌40點或0.18%,報21,828點;國指升12點或0.16%,報7,618點;恆生科技指數升42點或0.89%,報4,792點。大市半日成交總額768.31億元。滬、深港通南下交易半日分別淨流入14.82億及14.39億元人民幣。 市場繼續關注螞蟻集團上市消息,阿里巴巴(09988.HK)升1.7%報113.2元,同系阿里健康(00241.HK)升3.3%報4.98元。嗶哩嗶哩(09626.HK)首季虧損擴大及遭多間大行下調目標價,半日股價跌7.6%報215.4元。 其他科技股,騰訊(00700.HK)升0.1%報395元,美團(03690.HK)升1.4%報204.6元,小米(01810.HK)跌0.7%報12.1元,京東(09618.HK)升0.9%報251.2元,網易(09999.HK)升2.9%報172.3元。百度(09888.HK)及萬國數據(09698.HK)各跌2.4%及2.5%。此外,金山軟件(03888.HK)及網龍(00777.HK)各升6.5%及6%,京東健康((06618.HK)及明源雲(00909.HK)各升4%及4.6%,攜程(09961.HK)則跌5%。 汽車股理想(02015.HK)、小鵬(09868.HK)、吉利(00175.HK)及比亞迪(01211.HK)各升3.4%至3.8%。體育用品股361度(01361.HK)及李寧(02331.HK)各升2%及3.6%。蒙牛(02319.HK)、萬洲(00288.HK)及頤海(01579.HK)各跌2.1%至2.6%,百勝中國(09987.HK)跌3.8%。 航運股繼續下跌,招商局港口(00144.HK)、東方海外(00316.HK)、海豐(01308.HK)及中遠海控(01919.HK)各跌2.9%至3.8%,太平洋航運(02343.HK)跌4.8%。內房股走軟,龍湖(00960.HK)及富力(02777.HK)各跌4.8%及4%,中海外(00688.HK)跌3.1%。 其他藍籌方面,匯控(00005.HK)跌1%報50.1元,港交所(00388.HK)跌1.3%報350.8元,友邦(01299.HK)跌2.2%報80.6元。 中國宏泰(06166.HK)獲金茂(00817.HK)溢價逾30%提私有化,宏泰股價升22.3%報2.25元,金茂跌0.9%報2.11元。新東方在線(1797.HK)暴漲37.6%。周大福(01929.HK)擬回購不逾10%股份,股價升4.4%報14.34元。
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