《半日總結》恆指倒跌280點 科網及醫藥股造淡
市場觀望美聯儲議息及美國大型科技股本周稍後公布業績,道指隔晚(30日)回吐260點或0.8%。恆指今早高開120點,初段曾升214點一度高見22,284點,其後轉升為跌,半日跌280點或1.3%,報21,789點;國指跌94點或1.3%,報7,401點;恆生科技指數跌72點或1.6%,報4,507點。大市半日成交總額877.48億元,滬、深港通南下交易半日淨流出6.38億及1.37億元人民幣。
科技股持續下跌,阿里巴巴(09988.HK)跌2.3%報106.5元,騰訊(00700.HK)跌2.8%報376.4元,百度(09888.HK)、京東(09618.HK)及嗶哩嗶哩(09626.HK)各跌2.2%至3.1%,金山雲(03896.HK)、萬國數據(09698.HK)及中軟國際(00354.HK)各跌逾4%,雲音樂(09899.HK)跌9.8%。手機部件股丘鈦(01478.HK)及舜宇(02382.HK)各跌4%及4.7%。
內需及消費股亦繼續回吐,頤海(01579.HK)跌6.3%,維達(03331.HK)及JS環球生活(01691.HK)各跌4.3%及4.2%,潤啤(00291.HK)及海底撈(06862.HK)各跌3%,百威亞太(01876.HK)跌2.8%。電動車股比亞迪(01211.HK)預告去年多賺逾4倍,半日股價升3.2%。
內地部分城市下調首套房貸款利率,但未能刺激內房股。龍湖(00960.HK)、潤地(01109.HK)、綠城中國(03900.HK)、金茂(00817.HK)及新城發展(01030.HK)各跌3%至4.3%。本地地產股亦走弱,中午公布業績的恆隆地產(00101.HK)半日跌3.1%,恆地(00012.HK)、新地(00016.HK)及新世界(00017.HK)各跌逾2%,九倉置業(01997.HK)跌3.2%。
醫藥股亦下滑,藥明康德(02359.HK)預報全年淨利增73%,股價高開後倒跌,半日跌3.4%,同系藥明生物(02269.HK)跌3.8%。康龍化成(03759.HK)料去年盈利倒退最少13%,股價挫10.8%。金斯瑞(01548.HK)、信達生物(01801.HK)及康希諾(06185.HK)各跌6.4%至8.2%,中生製藥(01177.HK)亦跌4%。
金融股方面,匯控(00005.HK)跌0.2%報57.75元,港交所(00388.HK)跌1.7%,友邦(01299.HK)跌0.7%報88.75元,招行(03968.HK)及渣打(02888.HK)各跌逾2%。
電訊股聯通(00762.HK)及鐵塔(00788.HK)各跌4%及3.3%。馬鋼(00323.HK)預告去年虧損,股價跌5.9%。
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