《半日總結》恆指跌219點 藥明生物挫逾5% 舜宇逆市揚
美股昨日(16日)假期休市,內地公布去年經濟增長3%。港股早市回吐。恆指低開68點,早段曾倒升50點一度高見21,797點,其後回落並倒跌253點一度低見21,493點,半日跌219點或1%,報21,527點;國指跌56點或0.8%,報7,294點;恆生科指跌29點或0.6%,報4,477點。大市半日成交總額667.32億元,滬、深港通南下交易半日淨流入6.48億及12.91億元人民幣。
科技股方面,市傳關注維權投資者RyanCohen入股阿里巴巴(09988.HK)並促進行更多回購,阿里巴巴升0.4%報113.9元,騰訊(00700.HK)跌0.8%報367.2元,美團(03690.HK)、小米(01810.HK)及網易(09999.HK)跌1%至1.7%,京東(09618.HK)及百度(09888.HK)各跌3%及2.7%。
微盟(02013.HK)遭瑞信降評級至「跑輸大市」,股價跌5.9%。心動(02400.HK)股價挫7%。里昂引述舜宇(02382.HK)管理層指智能手機產品庫存恢復健康水平,價格競爭基本穩定,舜宇升2.9%。
消費及內需股回吐,呷哺呷哺(00520.HK)、頤海(01579.HK)、阿里影業(01060.HK)及貓眼娛樂(01896.HK)各跌3.2%至3.9%,中國飛鶴(06186.HK)、青島啤酒(00168.HK)、農夫山泉(09633.HK)及萬洲(00288.HK)各跌2.5%至2.9%。體育用品股特步(01368.HK)目標今年整體收入錄得雙位數增長,股價升5.1%。
花旗上調澳門1月份賭收預測至80億澳門元,但濠賭股回吐,金沙中國(01928.HK)、澳博(00880.HK)及新濠國際(00200.HK)各跌2.7%至3%,永利澳門(01128.HK)及美高梅中國(02282.HK)各跌逾4%。藥明生物(02269.HK)股東折讓逾3.9%減持1.3%套39.8億元,早市股價跌5.4%。其餘醫藥股下跌,信達生物(01801.HK)及綠葉製藥(02186.HK)各跌3.7%及4.5%,康希諾(06185.HK)跌6.4%。
金價回落,招金(01818.HK)跌1.9%,山東黃金(01787.HK)、中國黃金國際(02099.HK)及紫金(02899.HK)各跌逾3%。中海油服(02883.HK)預計全年資本開支93億人民幣,股價回吐4.3%報9.85元。波羅的海乾散貨指數疲弱,海豐(01308.HK)及太平洋航運(02343.HK)各跌逾3%,出口股創科(00669.HK)及申洲(02313.HK)亦各跌逾3%。
金融股方面,匯控(00005.HK)跌0.4%報56.45元,港交所(00388.HK)及友邦(01299.HK)各跌1.8%及2.2%。中國平安(02318.HK)及國壽(02628.HK)各跌2.1%及3.5%。
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