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《半日總結》恆指跌260點 快手及小鵬績後挫 內房股弱
多間公司公布中期業績後股價下跌,美股期貨在亞洲早段偏軟,均拖累港股早市。恆指高開38點後掉頭向下,曾跌313點一度低見19,189點,半日跌260點或1.33%,報19,243點;國指跌92點或1.39%,報6,556點;恆生科技指數跌104點或2.53%,報4,036點。大市半日成交總額551.15億元,滬、深港通南下交易半日分別淨流入6.99億及6.5億元人民幣。 京東(09618.HK)半年非公認會計準則淨利潤升22.4%勝預期,惟市場對內地消費前景看法保守,京東升幅收窄至0.5%報222.6元。京東物流(02618.HK)績後股價升8.9%報15.36元。 快手(01024.HK)次季非國際財務報告準則經調整淨虧損收窄,股價跌6.9%報69.9元。瑞銀引述快手管理層指第三季會增加銷售和行銷支出,以爭取內地及國際市場上客量增長,令市場關注毛利率擴脹前景會否受影響。 其他科技股方面,騰訊(00700.HK)跌1%報309.6元,阿里巴巴(09988.HK)跌2.4%報86.3元,小米(01810.HK)及美團(03690.HK)各跌2.5%及2.3%,京東健康(06618.HK)及中軟(00354.HK)各跌4.8,萬國數據(09698.HK)跌7.2%,閱文(00772.HK)及華虹半導體(01347.HK)跌3.4%。 電動車股小鵬(09868.HK)次季非公認會計原則淨虧損擴大,大摩指小鵬第三季交付量指引令人失望,股價挫12.7%報72.4元,其他車股受壓,吉利(00175.HK)、比亞迪(01211.HK)、理想(02015.HK)及蔚來(09866.HK)各跌4.8%至5.2%。體育用品股安踏(02020.HK)早市再升4.2%報95.85元。特步(01368.HK)昨公布業績後下跌,早市再挫13.9%報10.85元。其他消費股方面,萬洲(00288.HK)、潤啤(00291.HK)、頤海(01579.HK)及海底撈(06862.HK)各跌2%至2.9%。 內房股回吐,旭輝(00884.HK)跌11.5%,合景泰富(01813.HK)及碧桂園(02007.HK)各跌5.4%及4.7%,金茂(00817.HK)、龍湖(00960.HK)、潤地(01109.HK)、富力(02777.HK)及雅居樂(03383.HK)各跌3.6%及3.7%。龍光(03380.HK)去年純利跌23.4%。 金融股方面,匯控(00005.HK)跌1.1%報48.5元,港交所(00388.HK)及友邦(01299.HK)各跌1.9%及1.3%。中國平安(02318.HK)半年多賺3.9%增派中期息,股價逆升1.7%報43.7元。 本地地產股恆地(00012.HK)半年基礎盈利跌34%維持中期息0.5元,股價跌4.4%報26.05元。
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