《半日總結》恆指跌191點 科技股軟 本地銀行股逆市揚
市傳美聯儲考慮本周加息四分三厘,港股隨外圍下跌。恆指低開284點,其後跌幅曾收窄至95點見20,972點,半日跌191或0.91%,報20,876點;國指跌80點或1.1%,報7,259點;恆生科技指數跌77點或1.69%,報4,520點。大市半日成交總額701.71億元,滬、深港通南下交易半日分別淨流入18.48億及16.31億元人民幣。
美進取加息憧憬支持銀行股表現,匯控(00005.HK)升1.1%報49.25元,恆生(00011.HK)升1.3%報135.6元,中銀香港(02388.HK)升3.4%報30.15元。
科技股方面,騰訊(00700.HK)跌1.5%報371.2元,阿里巴巴(09988.HK)跌4.2%報99.45元,百度(09888.HK)跌3.7%報134元,京東(09618.HK)跌0.8%報237.2元,美團(03690.HK)升1%報190元,快手(01024.HK)跌2.4%。金蝶(00268.HK)、中軟(00354.HK)、祖龍娛樂(09990.HK)及恆騰(00136.HK)各跌4.6%至4.8%,萬國數據(09698.HK)跌7.4%。新東方在線(01797.HK)續見炒作,半日升6.2%。
市場關注南韓貨車司機罷工令製造業物流受影響,手機及相關股下跌,小米(01810.HK)跌2.9%報11.38元,比亞迪電子(00285.HK)及瑞聲(02018.HK)各跌4.3%及4%,丘鈦(01478.HK)跌5.5%。外圍晶片股受壓,中芯(00981.HK)及華虹半導體(01347.HK)各跌3.4%及7.2%。
汽車股普遍下跌,蔚來(09866.HK)跌6.9%,比亞迪(01211.HK)及吉利(00175.HK)各跌4.7%及4.4%,小鵬(09868.HK)跌3.6%,理想(002015.HK)反彈2.4%。鋰電池材料商贛鋒(01772.HK)跌3.7%。消費股海底撈(06862.HK)及貓眼娛樂(01896.HK)各跌2.8%及3%。
藥明生物(02269.HK)遭主席李革減持474.6萬股套現近3億元,半日股價跌2.1%。復星醫藥(02196.HK)及白雲山(00874.HK)各跌3.1%及3.7%,康希諾醫藥(06185.HK)跌5.1%。
資源股下跌,五礦資源(01208.HK)及中鋁(02600.HK)各跌6%及5.6%。光伏及相關股下滑,福萊特玻璃(06865.HK)跌5.9%,信義光能(00968.HK)及福耀玻璃(03606.HK)各跌逾4%,信義玻璃(00868.HK)各跌3.2%及3%。
其他股份方面,港交所(00388.HK)跌1.5%報336.8元,友邦(01299.HK)跌1.3%報78.05元。
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