《半日總結》恆指跌268點 科技及內房股挫 美團下滑逾6%
納指創逾兩年收市低,美股期貨亞洲早市偏軟,騰訊(00700.HK)遭大行削減目標價,科技股下滑拖累港股早市。恆指低開21點後跌幅擴大,曾跌347點見16,869點,再創約十一年低位,半日跌268點或1.56%,報16,948點;國指跌109點或1.87%,報5,770點;恆生科技指數跌100點或2.96%,報3,298點。大市半日成交總額502.76億元,滬、深港通南下交易半日分別淨流入12.97億及3.15億元人民幣。
科網股方面,騰訊遭大摩下調目標價,股價跌3%報255.8元。美團(03690.HK)挫6.4%報150.9元,小米(01810.HK)跌1.2%報8.81元,快手(01024.HK)跌3.2%。反映中概股表現金龍中國指數隔夜在美跌逾5%,在美上市中概股延續弱勢,阿里巴巴(09988.HK)跌2.7%報76.55元,京東(09618.HK)及百度(09888.HK)各跌4.9%及5.3%,萬國數據(09698.HK)跌6.1%,嗶哩嗶哩(09626.HK)跌9.2%報104.3元,攜程(09961.HK)亦跌3.6%。此外,軟件股金蝶(00268.HK)及手機部件股瑞聲(02018.HK)各跌3.8%及3.3%。
內房股下跌,碧桂園(02007.HK)澄清轉讓廣州國際金融城項目權益非打折出售核心資產,但股價仍跌5.7%報1.67元。同系物管股碧服(06098.HK)跌4.3%。龍湖(00960.HK)跌6.4%,萬科(02202.HK)及雅居樂(03383.HK)各跌3.8%及3.1%。建材股中國建材(03323.HK)發盈警,料首九月利潤削半,股價跌7.6%。同業潤泥(01313.HK)跌3.6%。
內地疫情持續影響消費類股,餐飲股海底撈(06862.HK)及呷哺呷哺(00520.HK)各跌5.4%及4.9%,九毛九(09922.HK)跌2.7%,娛樂票務平台貓眼娛樂(01896.HK)跌3.3%。航空股國航(00753.HK)挫8.4%,南航(01055.HK)亦跌4.4%。澳門博彩股續弱,永利澳門(01128.HK)及美高梅中國(02282.HK)各跌逾4%,銀娛(00027.HK)、金沙中國(01928.HK)及新濠國際(00200.HK)各跌逾3%。
金融股方面,匯控(00005.HK)跌0.4%報40.2元,渣打(02888.HK)跌1.4%報49.4元,港交所(00388.HK)跌1.1%報269.6元,友邦(01299.HK)跌1.3%報68.1元,招行(03968.HK)延續昨日跌勢,早市跌2.5%報33.55元。
電力股逆市上揚,大唐發電(00991.HK)及華電國際(01071.HK)各升8.6%及8.3%,潤電(00836.HK)及中國電力(02380.HK)各升5.4%及5.6%,華能國電(00902.HK)升3.5%。其他股份方面,出口股創科(00669.HK)升4%報79元,航運股中遠海控(01919.HK)及太平洋航運(02343.HK)各升2.8%及3.1%。
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