《半日總結》恆指跌400點 科網及內需股挫 百度下滑逾8%
在美上市中概股昨日(19日)顯著下跌,納斯達克中國金龍指數挫逾7%見逾9年低,港股今日早市向下。恆指低開280點後跌幅擴大,曾跌500點一度見16,010點,見2009年5月以來(逾十三年)低位,半日跌400點或2.42%,報16,110點;國指跌147點或2.63%,報5,450點:恆生科技指數跌109點或3.42%,報3,087點。大市半日成交總額640.35億元,滬、深港通南下交易半日分別淨流入31.23億及21.15億元人民幣。
科網股受壓,阿里巴巴(09988.HK)跌5%報69.05元,騰訊(00700.HK)跌4.9%報232元,美團(03690.HK)跌6%報135.8元,小米(01810.HK)跌0.9%報8.86元,京東(09618.HK)跌5%報159.9元,百度(09888.HK)跌8.7%報90.85元,網易(09999.HK)跌6.2%,快手(01024.HK)及嗶哩嗶哩(09626.HK)各跌7.8%及7.2%。
旅遊平台同程旅行(00780.HK)遭大行唱淡,股價挫12%,同業攜程(09961.HK)跌5.9%。iPhone主要供應商警告明年全球智能手機需求將繼續回落,手機部件股舜宇(02382.HK)跌4.1%。比亞迪電子(00285.HK)則逆升5%重上20元。
Tesla(TSLA.US)上季收入遜預期,料今年無法實現交付目標,電動車股理想(02015.HK)、小鵬(09868.HK)及蔚來(09866.HK)各跌5.7%至6.7%,比亞迪(01211.HK)跌3.7%報191.1元。其他車股方面,吉利(00175.HK)及長汽(02333.HK)各跌4.9%及4.7%。
消費股跌幅顯著,百威亞太(01876.HK)、貓眼娛樂(01896.HK)、李寧(02331.HK)及青鳥啤酒(00168.HK)各跌4.5%至4.9%。醫藥股藥明生物(02269.HK)及百濟神州(06160.HK)各跌9.2%及5.9%,航運股東方海外(00316.HK)及太平洋航運(02343.HK)各跌7.6%及6.6%,中遠海控(01919.HK)跌3.9%。
濠賭股金沙中國(01928.HK)第三季淨虧損擴至4.72億美元,經調整物業EBITDA虧損1.52億美元,半日股價跌4.1%。永利澳門(01128.HK)及新濠國際(00200.HK)各跌6.3%及5.6%。
金融股方面,匯控(00005.HK)跌1%報41.25元,港交所(00388.HK)升0.1%,友邦(01299.HK)跌1.9%報66.7元。招行(03968.HK)及太保(02601.HK)各跌4.3%及3%。
復星國際(00656.HK)擬沽清南京鋼鐵變現最多160億人民幣,股價高開2.3%後倒跌,半日跌0.4%。
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