《半日總結》恆指跌251點 內房股逆漲 車股受壓
市場預期共和黨控制參眾兩院,或將阻礙對大型科網企業監管,道指隔晚升333點或1%,港股早市下跌。恆指低開4點,早段曾升172點一見高見16,730點後輾轉回落,曾跌287點一度低見16,270點,半日跌251點或1.52%,報16,305點;國指跌78點或1.41%,報5,523點;恆生科技指數跌64點或1.92%,報3,279點。大市半日成交總額629.13億元,滬、深港通南下交易半日淨流入10.13億及13.89億元人民幣。
內地對民企債券融資支持工具擴容,內房股抽升。碧桂園(02007.HK)及旭輝(00884.HK)各升17.4%及33.9%,合景泰富(01813.HK)及富力(02777.HK)各升逾12%,雅居樂(03383.HK)及金茂(00817.HK)各升9.1%及6.7%,龍湖(00960.HK)升4.5%。物管股碧服(06098.HK)及中海物業(02669.HK)股價均升9.8%,佳兆業美好(02168.HK)升7.1%。
乘聯會指上月乘用車銷售按月跌4.4%,新能源乘用車銷售跌9%,汽車股受壓。小鵬(09868.HK)、蔚來(09866.HK)及比亞迪(01211.HK)各跌5.5%至6.7%,吉利(00175.HK)及長汽(02333.HK)各跌4.6%及2.9%。
科技股回吐,騰訊(00700.HK)跌3.7%報236.6元,阿里巴巴(09988.HK)跌2.2%報65.65元,小米(01810.HK)跌0.8%報10.08元,美團(03690.HK)及百度(09888.HK)各跌4.5%及4.2%,京東(09618.HK)跌3.3%報172.3元,新東方在線(01797.HK)、萬國數據(09698.HK)及嗶哩嗶哩(09626.HK)各跌5.2%至5.9%,阿里健康(00241.HK)跌4.3%。手機相關股瑞聲(02018.HK)升5.7%,同業歌爾股份指收到境外大客戶通知停產一款聲學產品。鴻騰精密科技(06088.HK)首九個月持續淨利潤按年升兩倍,股價抽升32.4%。外圍晶片股造好,華虹半導體(01347.HK)跟升5.2%。
消費及內需股普遍向下,阿里影業(01060.HK)挫7.7%,貓眼娛樂(01896.HK)、特步(01368.HK)、九毛九(09922.HK)及泡泡瑪特(09992.HK)各跌逾3%。醫藥股信達生物(01801.HK)及藥明生物(02269.HK)各跌4.8%及5.7%,康希諾(06185.HK)跌7.5%。
金融股方面,匯控(00005.HK)跌0.7%報42.7元,港交所(00388.HK)及友邦(01299.HK)各跌1.6%及2%,中國平安(02318.HK)跌1.5%。金價重上1,700美元,招金(01818.HK)升6.1%,山東黃金(01787.HK)、中國黃金國際(02099.HK)及紫金(02899.HK)各升逾4%。領展(00823.HK)每基金單位半日跌0.4%。
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