《半日總結》恆指跌267點 阿里健康挫12% 車股造好
美股道指期貨在亞洲時段回落逾200點,港股早市跟隨外圍下跌。恆指低開89點,早段跌幅曾收窄至40點見21,519點,其後跌幅擴大,半日跌267點或1.24%,報21,291點;國指跌112點或1.49%,報7,437點;恆生科技指數跌119點或2.5%,報4,640點。大市半日成交總額639.2億元,滬、深港通南下交易半日分別淨流入11.85億及15.14億元人民幣。
內地擬禁止第三方平台直接參與藥品網絡銷售活動,阿里健康(00241.HK)及京東健康(06618.HK)各跌12.1%及8.8%。
其餘科技股普遍下跌,騰訊(00700.HK)跌1.3%報376.2元,阿里巴巴(09988.HK)跌2.3%報103.4元,美團(03690.HK)跌3.9%報193.4元,小米(01810.HK)跌2.3%報11.72元,京東(09618.HK)跌4.7%報244.8元。明源雲(00909.HK)跌4.8%,新東方在線(01797.HK)再炒高8.2%。手機相關股比亞迪電子(00285.HK)及舜宇(02382.HK)各跌4.5%及4.6%。
汽車股逆市升,理想汽車(02015.HK)8月底前開始交付「理想L9」,股價升5.7%。吉利(00175.HK)及北汽(01958.HK)各升5%及3.5%。長汽(02333.HK)斥近1.3億回購813.1萬股H股,股價升1.5%。醫藥股康哲(00867.HK)、信達生物(01801.HK)及華潤醫藥(03320.HK)各升3%至3.3%,中國中藥(00570.HK)炒高6%。長江生物科技(00775.HK)飆升47.7%報0.96元。
油價在亞洲時段顯著下滑,油股中石油(00857.HK)及中海油(00883.HK)各跌2.3%及2.6%。內需及消費股普遍下跌,安踏(02020.HK)跌4.3%,九毛九(09922.HK)、泡泡瑪特(09992.HK)及藍月亮(06993.HK)各跌3%至3.6%,李寧(02331.HK)、海底撈(06862.HK)及新秀麗(01910.HK)各跌2.6%至2.7%,蒙牛(02319.HK)逆升3.2%。
金融股方面,匯控(00005.HK)跌0.5%報51.15元,渣打(02888.HK)回落2.9%報57.75元,港交所(00388.HK)升0.4%報365.6元,友邦(01299.HK)跌2%報80元。
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