《半日總結》恆指跌5點 快手及創科受壓
美國上月零售銷售遜預期,市場擔憂美經濟衰退。港股早市低開後見承接,並收復大部分失地。恆指低開225點,初段跌幅曾擴大至294點一度低見21,383點,其後跌幅收窄,中午前曾倒升49點見21,727點,半日跌5點或0.03%,報21,672點;國指跌17點或0.2%,報7,323點;恆生科技指數跌51點或1.1%,報4,473點。大市半日成交總額508.33億元,滬、深港通南下交易因農曆新年假期暫停,本月30日恢復。
科技股方面,快手(01024.HK)董事長宿華及其家族售出逾5,471萬股B類股份,股價跌5.1%報68.8元。
阿里巴巴(09988.HK)跌1.1%報112.9元,騰訊(00700.HK)升0.6%報382.4元,美團(03690.HK)及小米(01810.HK)各跌1.4%及1.7%,京東(09618.HK)跌0.6%報234元,百度(09888.HK)、網易(09999.HK)及嗶哩嗶哩(09626.HK)各跌逾2%。金山雲(03896.HK)及萬國數據(09698.HK)各跌6.1%及5.4%。新東方(09901.HK)獲券商唱好及上調目標價,股價升7.3%,同系新東方在線(01797.HK)升7.2%。
消費股普遍上升,華潤啤酒(00291.HK)獲高盛上調目標價及維持納入「確信買入」名單,股價升2.6%。統一企業中國(00220.HK)、特步(01368.HK)及李寧(02331.HK)各升逾2%。安踏(02020.HK)宣布多個管理層職位變動,股價偏軟跌0.2%。旅遊平台攜程(09961.HK)及同程旅行(00780.HK)各升逾2%。醫藥股造好,信達生物(01801.HK)新增五款產品獲納入新版國家醫保目錄,股價升5.2%。醫藥研發平台服務商藥明康德(02359.HK)及康龍化成(03759.HK)各升逾4%。
內房股造好,龍湖(00960.HK)、碧桂園(02007.HK)、綠城中國(03900.HK)、金茂(00817.HK)、旭輝(00884.HK)及新城發展(01030.HK)各升2%至2.7%,雅居樂(03383.HK)升3.4%。物管股碧服(06098.HK)升3.7%。金融股方面,匯控(00005.HK)跌0.2%報56.7元,港交所(00388.HK)及友邦(01299.HK)各升0.4%及0.7%。渣打(02888.HK)表示尚未與第一阿布扎比銀行就合併進行接洽,該股跌1%。
油服股中海油服(02883.HK)遭大和指正面因素已經反映,股價挫7.7%。出口股創科(00669.HK)遭富瑞下調投資評級及目標價,股價跌4.4%,為半日表現最差藍籌股。
內地著名藝員經理人公司樂華娛樂(02306.HK)首掛,半日收報5.73元,較上市價4.08元高40.4%。
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