《半日總結》恆指跌285點 內房股受壓 友邦挫逾4%
阿思達克 07-21 12:29
市場關注內地「爛尾樓」信貸情況，港股早市在金融及內房股帶動下走軟。恆指低開78點，其後跌幅擴大，半日跌285點或1.37%，報20,604點；國指跌75點或1.05%，報7,103點；恆生科技指數跌8點或0.18%，報4,568點。大市半日成交總額487.3億元，滬、深港通南下交易半日分別淨流入8.92億及5.47億元人民幣。
內地市場研究指內地爛尾樓斷供項目倍增至230個，追蹤中國房地產美元債ETF的PP中地美債(03001.HK)下挫近4.1%，內房股受壓。旭輝(00884.HK)及龍湖(00960.HK)各跌7.3%及4.6%，潤地(01109.HK)、碧桂園(02007.HK)及富力(02777.HK)各跌3.2%至3.8%，萬科(02202.HK)及中海外(00688.HK)各跌2.8%及2.9%。物管股碧服(06098.HK)跌6.4%，內銀股郵儲行(01658.HK)及內險股中國平安(02318.HK)各跌3.1%及2.8%。地產代理平台貝殼找房(02423.HK)跌6.3%。
友邦(01299.HK)遭多間大行下調目標價，預測上半年新業務價值倒退，今日半日股價跌4.8%報79.15元。其他金融股方面，匯控(00005.HK)跌1.5%報48.5元，港交所(00388.HK)跌1.7%報353.8元，中銀香港(02388.HK)及渣打(02888.HK)各跌1.4%及1.6%。
澳門周六(23日)起進入防控鞏固期，賭場可有限度運作，濠賭股銀娛(00027.HK)跌2.3%，新濠國際(00200.HK)及永利澳門(01128.HK)各升1.3%及1.6%。金沙中國(01928.HK)次季經調整物業EBITDA轉蝕1.1億美元，股價跌1.7%。
騰訊(00700.HK)主要股東Prosus近三周斥逾10億歐元回購股份，騰訊半日價跌2.4%報330.6元。眾安在線(06060.HK)半年預虧最多7.5億人民幣，半日股價跌11.9%。晶片設備股ASMPT(00522.HK)半年純利17.37億元升38.7%，半日股價跌0.4%。其他科技股方面，阿里巴巴(09988.HK)跌1.5%報101.7元，百度(09888.HK)及美團(03690.HK)各跌2%及1.5%。
內需及消費股個別發展，中國飛鶴(06186.HK)、海底撈(06862.HK)及百勝中國(09987.HK)各跌2.5%至3.1%，泡泡瑪特(09992.HK)、歐舒丹(00973.HK)及康師傅(00322.HK)各升2.6%至2.9%。醫藥股藥明生物(02269.HK)、康希諾(06185.HK)及百濟神州(06160.HK)各升2.4%至3.2%，華潤醫藥(03320.HK)升3.7%。
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