《半日總結》恆指跌154點 車股受壓 內房股逆市揚
阿思達克 07-25 12:26
美股上周五(22日)受企業季績欠佳拖累下跌，道指跌137點或0.4%，納指跌1.9%。港股早市跟隨外圍下跌，恆指低開92點，早段跌幅曾收窄至39點見20,569點，其後跌幅曾再度擴大至202點見20,406點，半日跌154點或0.75%，報20,454點；國指跌66點或0.94%，報7,039點；恆生科技指數跌90點或1.96%，報4,507點。大市半日成交總額480.14億元，滬、深港通南下交易半日分別淨流入7.83億及2.95億元人民幣。
摩通料中國汽車市場疲軟情況可能持續到年底，汽車股受壓。小鵬(09868.HK)及蔚來(09866.HK)各7.2%及6.8%，理想(02015.HK)跌6%，吉利(00175.HK)及長汽(02333.HK)各跌3.7%及3.8%。汽車代理股中升(00881.HK)跌5.2%。
科技股方面，嗶哩嗶哩(09626.HK)開展網絡環境專項治理，未滿16歲禁直播，嗶哩嗶哩股價跌4.3%。阿里巴巴(09988.HK)跌2.1%報99.95元，騰訊(00700.HK)跌2.1%報325元，美團(03690.HK)跌3%報186元，小米(01810.HK)跌1.9%報12.72元，京東(09618.HK)跌1.1%報244.2元。百度(09888.HK)及快手(01024.HK)各跌2.4%及3.2%，微盟(02013.HK)及心動(02400.HK)各跌6%。
市場關注內地或設基金支援財困內房，內房股受追捧。旭輝(00884.HK)升13.8%，龍湖(00960.HK)及富力(02777.HK)各升6.8%，碧桂園(02007.HK)升5.1%，中海外(00688.HK)、潤地(01109.HK)及雅居樂(03383.HK)各升3%至3.5%。物管股中海物業(02669.HK)及雅生活(03319.HK)各升4%及4.9%。
醫藥股向下，藥明生物(02269.HK)及信達生物(01801.HK)各跌5.4%及3.3%，國藥(01099.HK)、藥明康德(02359.HK)、翰森(03692.HK)及康希諾(06185.HK)各跌逾2%。內需股普遍下跌，中國飛鶴(06186.HK)料中期利潤按年跌逾33%至42%，半日股價跌13.1%。泡泡瑪特(09992.HK)跌8.1%，蒙牛(02319.HK)及JS環球生活(01691.HK)各跌3.6%及3.4%。
航運股東方海外(00316.HK)、海豐(01308.HK)及中遠海控(01919.HK)各跌3.2%至4.6%。金融股方面，匯控(00005.HK)跌0.3%報48.45元，港交所(00388.HK)升0.3%報352.8元，友邦(01299.HK)升0.6%報80元。
中鋁(02600.HK)斥資66.6億人民幣增持雲南鋁業19%股權，股價升1.4%。
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