《半日總結》恆指跌7點 內需股回吐 「蔚小理」下滑
市場預期共和黨在中期選舉後控制參衆兩院,美股道指隔晚升423點或1.3%。投資者觀望美本週稍後公佈通脹數據,港股早市反覆上落,恆指高開44點,早段曾升123點一度高見16,719點,其後曾倒跌166點見16,429點,半日跌7點或0.04%,報16,588點;國指跌19點或0.35%,報5,616點;恆生科技指數跌25點或0.75%,報3,371點。大市半日成交總額616.87億元,滬、深港通南下交易半日淨流入16.61億及17.31億元人民幣。
電動車生產商特斯拉(TSLA.US)股價下滑,理想(02015.HK)及蔚來(09866.HK)各跌4.8%及9.6%,小鵬(09868.HK)及長汽(02313.HK)各跌3.8%。市場關注雷諾或出售汽車引擎技術,吉利(00175.HK)靠穩升0.2%。
內需股回吐。百勝中國(09987.HK)跌4.3%,阿裏影業(01060.HK)、頤海(01579.HK)、百威亞太(01876.HK)及海底撈(06862.HK)各跌2.5%至2.8%。濠賭股逆市向好,澳博(00880.HK)及永利澳門(01128.HK)各升逾2%,金沙中國(01928.HK)早段股價曾升5.6%,半日升1.5%。
科技股普遍回落,騰訊(00700.HK)升1.1%報248.2元,阿裏巴巴(09988.HK)跌1.9%報68.4元,小米(01810.HK)跌0.4%報10.16元,美團(03690.HK)、百度(09888.HK)及嗶哩嗶哩(09626.HK)各跌1.6%至2.2%,京東(09618.HK)及快手(01024.HK)各升1.8%及1.9%。衆安在線(06060.HK)、京東健康(06618.HK)及微盟(02013.HK)各跌3.7%至4.7%。商湯(00020.HK)續升2.2%。手機相關股瑞聲(02018.HK)及比亞迪電子(00285.HK)各跌4.1%及3.8%。
內房股龍光(03380.HK)與兩附屬收到清盤呈請,股價復牌跌12.1%。其餘內房股個別發展,旭輝(00884.HK)及碧桂園(02007.HK)各升9.1%及2.8%,富力(02777.HK)跌3.2%。物管股佳兆業美好(02168.HK)炒高逾7%。
金融股方面,匯控(00005.HK)升0.1%報43.05元,港交所(00388.HK)及友邦(01299.HK)各升1%及1.1%,渣打(02888.HK)升2.8%重上50元,財險(02328.HK)升4.1%。
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