《半日總結》恆指跌11點 內房及內銀造好 體育股受壓
阿思達克 09-30 12:25
德國通脹超預期，市場對通脹及央行加息憂慮重燃，道指回跌458點或1.5%，港股早市好淡爭持。恆指輕微高開0.06點，早段曾升178點一度高見17,344點，其後倒跌149點見17,016點，半日跌11點或0.07%，報17,154點；國指跌18點或0.31%，報5,893點；恆生科技指數跌42點或1.23%，報3,439點。大市半日成交總額429.4億元，滬、深港通南下交易暫停，將於10月10日恢復。
內地調整差別化住房信貸政策，內房股普遍反彈。碧桂園(02007.HK)及富力(02777.HK)各升9%及11.4%，旭輝(00884.HK)及遠洋(03377.HK)各升6.9%及5.3%，合景泰富(01813.HK)升4%，金茂(00817.HK)及雅居樂(03383.HK)各升2.5%及2.6%，龍湖(00960.HK)則跌2.6%。
金融股造好，匯控(00005.HK)升1.2%報40.9元，港交所(00388.HK)及友邦(01299.HK)各升0.2%及1.3%，渣打(02888.HK)升1.6%。內銀股建行(00939.HK)、工行(01398.HK)、交行(03328.HK)及招行(03968.HK)各升逾2%，財險(02328.HK)、太保(02601.HK)及人保(01339.HK)各升2.2%至3%。
美電動車股特斯拉(TSLA.US)昨挫6.8%，電動車股受壓，蔚來(09866.HK)跌8.6%，小鵬(09868.HK)及理想(02015.HK)各跌5.8%及4.3%，比亞迪(01211.HK)跌3.6%報193.5元，昨日上市零跑(09863.HK)跌12.7%報27.85元。Nike(NKE.US)警告毛利率受壓盤後股價急跌9%，申洲(02313.HK)跌4.5%。體育用品股安踏(02020.HK)跌3.1%，李寧(02331.HK)及滔博(06110.HK)各跌近4.1%。
內需股普遍走軟，九毛九(09922.HK)最多11億人民幣參股廣州商業物業項目26%，股價瀉14.8%。阿里影業(01060.HK)跌5.7%，泡泡瑪特(09992.HK)、新秀麗(01910.HK)及藍月亮(06993.HK)各跌4.2%至5%，海底撈(06862.HK)亦跌3.5%。手機相關股個別發展，通達(00698.HK)及信利(00732.HK)各反彈10.7%及5.2%。
科網股普遍下跌，阿里巴巴(09988.HK)升0.3%報77.1元，騰訊(00700.HK)跌1.5%報266.6元，美團(03690.HK)跌3.6%報163.7元，京東(09618.HK)及快手(01024.HK)各跌1.8%及1.5%，嗶哩嗶哩(09626.HK)跌2.8%，新東方在線(01797.HK)升3.5%。遊戲股IGG(00799.HK)及心動(02400.HK)各跌8.1%及5.3%。
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