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《半日總結》恆指跌190點 騰訊及蔚來受壓 比亞迪電子升逾11%
美股道指回吐62點或0.2%,港股早市下跌。恆指低開84點後偏軟,曾跌277點一度低見21,952點,半日跌190或0.86%,報22,039點;國指跌53點或0.68%,報7,763點;恆生科技指數跌84點或1.67%,報4,988點。大市半日成交總額786億元, 攜程(09961.HK)首季盈轉虧蝕9.89億元人民幣,股價低開近1.8%後倒升,半日升2.6%報202.8元。其他科技股方面,騰訊(00700.HK)續受大股東減持消息影響,半日跌4.8%報360元,阿里巴巴(09988.HK)跌1.8%報116元,美團(03690.HK)跌2.2%報200.4元,小米(01810.HK)升0.7%報13.94元,京東(09618.HK)跌4%報254.8元,網易(09999.HK)及快手(01024.HK)各跌2.5%及2.9%,嗶哩嗶哩(09626.HK)及萬國數據(09698.HK)各跌4.1%及6.1%。比亞迪電子(00285.HK)續見炒作,半日升11.6%報25.9元。 電動車股小鵬(09868.HK)及蔚來(09866.HK)各跌4.6%及7.1%。內需及消費股方面,百威亞太(01876.HK)及頤海(01579.HK)各升2.2%,高鑫(06808.HK)、恆安(01044.HK)及萬洲(00288.HK)各升2.7%至3.3%。歐舒丹(00973.HK)全年多賺60%大增末期息,股價漲12.5%報27元。 油價上升,中石油(00857.HK)及中海油(00883.HK)各升2.1%及3.2%,天然氣股昆侖能源(00135.HK)升3.4%。煤炭股兗礦能源(01171.HK)及中煤能源(01898.HK)各升2.9%及5%。發改委要求立即改造有嚴重安全隱患的燃氣管道,燃氣股中燃氣(00384.HK)炒高10.8%,潤燃(01193.HK)及新奧能源(02688.HK)各升3.8%及3%。電力股潤電(00836.HK)、華能國電(00902.HK)、大唐發電(00991.HK)及華電國際(01071.HK)各升2.5%至3.7%。 出口股跑輸大市,申洲(02313.HK)跌4.2%,互太紡織(01382.HK)及敏華(01999.HK)各跌2.4%。 其餘藍籌方面,匯控(00005.HK)跌0.7%報51.45元,港交所(00388.HK)跌3.2%報387.4元,友邦(01299.HK)跌0.2%報82.7元。
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