《半日總結》恆指跌56點 東方海外挫14% 海底撈彈逾8%
市場憧憬美聯儲放慢加息,人行進行4,000億元人民幣一年期MLF操作,操作利率由2.85%降至2.75%。港股早市未隨外圍上升。恆指低開137點後反覆,曾倒升85點一度高見20,260點,其後曾跌191點見19,984點,半日跌56點或0.28%,報20,118點;國指跌15點或0.23%,報6,842點;恆生科技指數跌13點或0.31%,報4,336點。大市半日成交總額438.14億元,滬、深港通南下交易半日分別淨流入2.19億及5.27億元人民幣。
上海出口集裝箱運價指數上周跌4.7%連跌九周,航運股急跌。東方海外(00316.HK)跌14.1%,海豐(01308.HK)及中遠海控(01919.HK)各跌6.4%及5.1%,太平洋航運(02343.HK)亦跟跌3.6%。
新經濟股方面,騰訊(00700.HK)跌1.2%報300.6元,阿里巴巴(09988.HK)跌0.1%報92.8元,小米(01810.HK)跌0.3%報12.1元,美團(03690.HK)及京東(09618.HK)各升1.8%及0.7%。中軟(00354.HK)、微盟(02013.HK)及攜程(09961.HK)各升2.6%至3.2%。快狗打車(02246.HK)料半年最少蝕10億人民幣,半日股價挫13.7%報6.17元。
晶片股中芯(00981.HK)及華虹半導體(01347.HK)各跌5%及3.1%。國壽(02628.HK)、中鋁(02600.HK)及中石化(00386.HK)申請從紐交所退市,三股各跌2.4%、2.4%及2.9%。亦擬從紐交所退市的中石油(00857.HK)跌4%。港股通股票名單調入商湯(00020.HK)及天齊(09696.HK),商湯及天齊各升0.9%及0.7%。
濟南降二套房首付比例,多個城市擬跟隨,內房股仍走弱,中國金茂(00817.HK)及合景泰富(01813.HK)各跌2.4%及3.3%。內房交易平台貝殼(02423.HK)則升7.1%。龍湖(00960.HK)將獲35億元銀團貸款,股價升0.9%。
金融股方面,匯控(00005.HK)跌0.5%報52.35元,港交所(00388.HK)及友邦(01299.HK)各跌0.3%。內銀股偏軟,交行(03328.HK)及招行(03968.HK)各跌1.5%及1.9%。
其他股份方面,金沙中國(01928.HK)上半年虧損擴至7.6億美元,股價升0.4%報17.88元。海底撈(06862.HK)預計上半年轉虧2.25至2.97億人民幣,股價低開後急升8.6%報17.4元,瑞銀指海底撈中期撇除一次性因素後淨利潤符預期 指6月起經營改善及現金水平健康。
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