《半日總結》恆指跌96點 吉利及郵儲行受壓 康師傅揚7%
阿思達克 08-23 12:26
憂慮美聯儲進取加息，港股早市走軟。恆指低開12點，早段曾倒升44點一度高見19,701點，其後曾跌193點一度低見19,463點，半日跌96點或0.49%，報19,560點；國指跌29點或0.44%，報6,666點；恆生科技指數跌不足1點或不足0.01%，報4,151點。大市半日成交總額407.25億元，滬、深港通南下交易半日分別淨流入6.45億及6.27億元人民幣。
人行表示要加大對平台經濟重點領域金融支持。科技股騰訊(00700.HK)及阿里巴巴(09988.HK)各升0.1%及0.4%，分別報310.8元及88.85元。滴滴出行、美團打車等11個網約車平台遭監管部門約談，美團(03690.HK)跌0.4%報170.4元。
其他科技股方面，百度(09888.HK)及京東(09618.HK)各升2.5%及1.3%，嗶哩嗶哩(09626.HK)升3.2%，同程旅行(00780.HK)、新東方在線(01797.HK)及易鑫(02858.HK)各升4.5%至5.1%，明源雲(00909.HK)及萬國數據(09698.HK)各跌4.5%及3%，金融壹賬通(06638.HK)跌5.6%失守3元。手機相關股續弱，小米(01810.HK)跌1.1%報11.16元，丘鈦(01478.HK)、舜宇(02382.HK)及鴻騰(06088.HK)各跌2.5%至2.8%。
汽車股下跌，長汽(02333.HK)發布哈弗H6後股價回吐4.1%，券商報告指吉利(00175.HK)管理層不確定四川廠房會否因限電進一步停產，但指大部分製造基地在華東料影響有限，吉利半日股價跌4.6%。消費及內需股個別發展，康師傅(00322.HK)盈利倒退下維持派特別中期息，半日股價升近7.1%。中國飛鶴(06186.HK)及JS環球生活(01691.HK)各跌3.7%及3%。服裝股思捷環球(00330.HK)發盈警，預告半年溢利跌至1,300萬元，股價跌25.3%報1.15元。
醫藥股走軟，藥明康德(02359.HK)跌4.9%，中國中藥(00570.HK)、康哲藥業(00867.HK)、復星醫藥(02196.HK)、藥明生物(02269.HK)及百濟神州(06160.HK)各跌2.8%至3.7%。
人行提出保障房地產合理融資需求，內媒報道多地銀行下調首套房貸款利率，內房股旭輝(00884.HK)及碧桂園(02007.HK)各升3.7%及3.1%，雅居樂(03383.HK)升2.3%。澳門博彩業者表示，近日廣東放寬赴澳自由行簽註，惟距離疫前仍有大距離，濠賭股銀娛(00027.HK)、金沙中國(01928.HK)及永利澳門(01128.HK)各跌2.7%至3.1%。
金融股方面，匯控(00005.HK)跌0.5%報49.55元，港交所(00388.HK)跌0.6%報328元，友邦(01299.HK)跌0.2%報75元。內銀股郵儲行(01658.HK)績後遭多間券商下調目標價，指其淨息差收窄，半日股價跌5.7%報4.6元。
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