《半日總結》恆指跌28點 網遊股造好 內需股偏軟
美股踏入業績期個別發展,港股早市反覆上落。恆指低開62點,初段曾跌155點一度低見21,422點,其後曾倒升114點曾高見21,691點,其後輾轉回落,半日跌28點或0.1%,報21,549點;國指跌10點或0.1%,報7,303點;恆生科技指數跌7點或0.2%,報4,492點。大市半日成交總額725.54億元,滬、深港通南下交易半日淨流入21.75億及8.86億元。
內地本月批出88款遊戲版號,騰訊(00700.HK)及網易(09999.HK)在列。騰訊升1.1%報377元,獲大摩唱好的網易(09999.HK)升4.3%報139.3元。雲服務商金山雲(03896.HK)炒高13.2%,遊戲開發商心動(02400.HK)升5.4%。
其他科技股方面,阿里巴巴(09988.HK)跌0.8%報113.6元,美團(03690.HK)跌1.3%報162.6元,京東(09618.HK)及百度(09888.HK)各跌3.7%及4.5%。新東方在線(01797.HK)截至去年11月底止中期虧轉盈賺5.85億人民幣,新東方(09901.HK)第二季虧轉盈賺73萬美元,新東方在線股價回吐8.5%,新東方跌6.3%。
花旗料電動車股小鵬(09868.HK)今年錄盈利存挑戰,小鵬跌3.6%報36.15元。內需消費股普遍下跌,中國旺旺(00151.HK)、康師傅(00322.HK)、青島啤酒(00168.HK)及百威亞太(01876.HK)各跌逾2%,旅遊相關股東航(00670.HK)及攜程(09961.HK)各吐3%及4.2%。
澳門料春節黃金周日均旅客量4.7萬人次,澳門博彩股銀娛(00027.HK)及金沙中國(01928.HK)各升逾3%。市場關注港府或農曆新年前取消入境核酸檢測要求,本地零售股莎莎(00178.HK)升3.8%。
內房股方面,碧桂園(02007.HK)悉數償還本月到期6.25億美元優先票據,股價跌4.2%,同系碧服(06098.HK)跌4.2%。
金融股方面,匯控(00005.HK)跌0.2%報56.55元,港交所(00388.HK)及友邦(01299.HK)各跌0.8%及0.2%。布蘭特期油升至個半月高,油股中海油(00883.HK)升3.6%。
亞盛醫藥(06855.HK)擬先舊後新折讓9.9%配股淨籌5.4億元,股價跌11.6%報24元。出口股創科(00669.HK)炒高5.3%報104.6元。
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