《半日總結》恆指跌400點 金融及內房股受壓 比亞迪跌逾3%
科技股造好下納指隔夜收升3.3%。內地與本港下周一(6日)起全面通關,惟港股早市偏軟。恆指低開147點後跌勢持續,一度跌498點低見21,459點,半日收報21,558點,跌400點或1.82%;國指跌147點或1.96%,報7,358點;恆生科技指數跌86點或1.84%,報4,610點。大市半日成交總額717.82億元,滬、深港通南下交易半日分別淨流出2.06億及淨流入5.99億元人民幣。
內房股捱沽,碧桂園(02007.HK)半日跌3.8%,同系碧服(06098.HK)跌6.4%。合景泰富(01813.HK)跌6.8%。寶龍地產(01238.HK)及龍湖(00960.HK)各跌3.5%及3.9%。龍光(03380.HK)亦跌近3%。
Meta(META.US)業績好過預期,本港上市科技股則表現受壓,阿里巴巴(09988.HK)跌2.7%,半日報106.1元。騰訊(00700.HK)跌0.9%。百度(09888.HK)跌近5%。京東(09618.HK)、美團(03690.HK)及小米(01810.HK)各跌1%至3%。
電動車股比亞迪(01211.HK)再遭巴郡減持,股價半日跌3.2%。理想(02015.HK)及小鵬(09868.HK)分別跌4.8%及4.1%。吉利(00175.HK)及蔚來(09866.HK)跌逾2%。
金融股方面,匯控(00005.HK)跌3.4%。港交所(00388.HK)跌1.1%。友邦(01299.HK)跌1.3%。內險股中國平安(02318.HK)跌4.1%,國壽(02628.HK)跌3.3%。部分本地地產股逆市向好,恆隆地產(00101.HK)、九龍倉置業(01997.HK)及新地(00016.HK)各升0.5%至2.7%。
蘋果(AAPL.US)上季盈利七年來首次低於市場預期,蘋果概念股舜宇(02382.HK)跌2.4%。
個股方面,康寧傑瑞製藥-B(09966.HK)先舊後新折讓9.5%配股,股價半日跌4%。基石藥業-B(02616.HK)漲13.2%,公司料去年收入總額預期將不少於4.75億元人民幣,按年增長近一倍;虧損收窄至不逾8億元人民幣。名創優品(09896.HK)升8.2%,公司上月內地線下門店銷售突破13億元人幣。
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