《半日總結》恆指跌179點 科技股造淡 快手挫近6%
港股在期指結算日早市高開後低走,恆指高開39點,早段曾跌377點見19,645點,其後收復部分失地,半日跌179點或0.9%,報19,843點;國指跌71點或1.04%,報6,800點;恆生科技指數跌73點或1.74%,報4,175點。大市半日成交總額548.66億元。滬、深港通南下交易半日分別淨流入9.94億及7.51億元人民幣。
比亞迪(01211.HK)中期純利增2.06倍,股價高開2.1%後倒跌,半日跌0.6%報262.5元,同系比亞迪電子(00285.HK)股價跌0.7%報20.15元。
科技股方面,騰訊(00700.HK)跌1.2%報319元,阿里巴巴(09988.HK)跌1%報94.2元,美團(03690.HK)跌1.8%報183.3元,小米(01810.HK)跌1.6%報11.22元,京東(09618.HK)跌0.4%報244元。嗶哩嗶哩(09626.HK)、微博(09898.HK)、貝殼(02423.HK)及金蝶(00268.HK)各跌3%至3.5%,京東健康(06618.HK)及阿里健康(00241.HK)各跌4%。
萬國數據(09698.HK)、汽車之家(02518.HK)及攜程(09961.HK)各跌4.7%至5.4%。快手(01024.HK)跌5.8%,瑞信引述快手管理層指將會待機提高銷售和行銷支出,但仍會保持紀律。
新東方教育(01797.HK)獲中金上調評級至「跑贏行業」,早市股價升18.6%。電訊基建股中興(00763.HK)及長飛光纖光纜(06869.HK)各升3.1%及6.2%。個人電腦生產商聯想集團(00992.HK)跌3.2%。
電動車股理想(02015.HK)及小鵬(09868.HK)各跌3.1%及2.8%。消費股方面,海爾智家(06690.HK)及JS環球生活(01691.HK)各升4.2%及3.2%,藍月亮(06993.HK)反彈5.4%重上6元。
煤炭股神華(01088.HK)遭高盛下調目標價,股價跌3.7%。兗礦(01171.HK)及中煤(01898.HK)各跌6.9%及5.1%。電力股潤電(00836.HK)及大唐發電(00991.HK)亦各跌逾3%。
金融股方面,匯控(00005.HK)跌0.5報48.5元,港交所(00388.HK)跌0.4%報316.6元,友邦(01299.HK)跌1.5%報76.4元。農行(01288.HK)上半年淨利潤按年增5.5%,大致符合市場預期,股價跌0.8%。
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