《半日總結》恆指跌124點 碧桂園挫5% 騰訊及潤啤逆市揚
港股早市亦先升後跌,恆指高開69點後掉頭向下,曾跌156點一度低見19,766點,半日跌124點或0.63%,報19,797點;國指跌43點或0.64%,報6,711點;恆生科技指數跌36點或0.87%,報4,202點。大市半日成交總額486.98億元,滬、深港通南下交易半日分別淨流入3.25億及8.74億元人民幣。
騰訊(00700.HK)次季業績優預期及自由現金流上升,市場憧憬股份回購,騰訊股價升3.1%報312.6元。騰訊否認有意出售美團(03690.HK)持股,美團股價升0.6%報171元。
其他科技股方面,阿里巴巴(09988.HK)跌1.9%報88.6元,小米(01810.HK)升0.5%報11.74元,京東(09618.HK)跌2.2%報218.2元,百度(09888.HK)跌3.4%報128.3元,快手(01024.HK)及網易(09999.HK)各跌1.7%及2.3%。新東方在線(01797.HK)及攜程(09961.HK)各跌3.1%及3.3%,嗶哩嗶哩(09626.HK)、微博(09898.HK)及明源雲(00909.HK)各跌4.4%至4.8%。手機部件股丘鈦(01478.HK)分拆丘鈦微電子通過深交所審議,股價回吐2.9%。
碧桂園(02007.HK)發盈警,料半年純利僅介乎約2億至10億人民幣,股價跌5.2%。其餘內房股下跌,遠洋(03377.HK)及雅居樂(03383.HK)各跌3.2%及3.6%。
消費股普遍下跌,JS環球生活(01691.HK)、泡泡瑪特(09992.HK)及中國飛鶴(06186.HK)各跌3%至3.7%,海爾智家(06690.HK)及海底撈(06862.HK)各跌2.5%及2%。體育用品股特步(01368.HK)及安踏(02020.HK)亦各跌逾2%。濠賭股永利澳門(01128.HK)及金沙中國(01928.HK)亦各跌逾2%。汽車股長汽(02333.HK)及蔚來(09866.HK)各跌4%及4.5%,吉利(00175.HK)、理想(02015.HK)及小鵬(09868.HK)各跌2%至2.7%。
行李箱生產商新秀麗(01910.HK)中期虧轉盈獲大摩唱好,股價彈升11.9%。潤啤(00291.HK)績後被券商唱好,股價升3.8%報58.1元。藥明生物(02269.HK)中期多賺38%,股價升3%報71.85元。
金融股方面,匯控(00005.HK)跌1.7%報50.35元。恆生(00011.HK)及渣打(02888.HK)各跌2.5%及2.7%,中銀香港(02388.HK)跌1.8%。
航運股東方海外(00316.HK)及海豐(01308.HK)各跌4.2%及3.3%。金價跌至兩周低,招金(01818.HK)跌3.7%。資源股俄鋁(00486.HK)回吐3.6%。
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