《半日總結》恆指跌99點 領展挫逾12% 本地地產股弱
美股上周五(10日)個別發展,港股今日早市在地產股拖累下走軟。恆指低開280點,早段曾跌390點一度低見20,799點,其後跌幅收窄至65點見21,125點,半日跌99點或0.47%,報21,090點;國指跌8點或0.1%,報7,117點;恆生科技指數跌22點或0.5%,報4,339點。大市半日成交總額606.42億元,滬、深港通南下交易半日淨流入11.02億及17.79億元人民幣。
領展(00823.HK)建議折讓近三成「五供一」籌約188億元,股價跌12.5%至54.95元,。九倉置業(01997.HK)料去年盈轉虧,重估虧損總額達上半年逾兩倍,股價跌2.5%報43.05元。九倉(00004.HK)料去年度或盈轉虧,股價跌1.9%報18.94元。其他本地地產股受壓,新世界(00017.HK)跌6.9%,恆地(00012.HK)及恆隆地產(00101.HK)各跌4.1%及3%。
科技股方面,阿里巴巴(09988.HK)跌0.5%報103.6元,騰訊(00700.HK)跌0.5%報381.5元,百度(09888.HK)反彈2.4%報143.8元,京東(09618.HK)跌2%報206.2元。新東方在線(01797.HK)遭行政總裁孫東旭上周兩度減持,今日早市股價挫19.6%,同系新東方(09901.HK)亦跌逾5%。
手機部件股舜宇(02382.HK)預告去年溢利削半,股價跌3.1%。比亞迪電子(00285.HK)及瑞聲(02018.HK)各跌3.5%及3.8%。
央行數據顯示上月企業單位貸款急增,工程機械、建築和建材等基建股現炒作,重型車生產商中國重汽(03808.HK)升7.4%,機械股中聯重科(01157.HK)及龍工(03339.HK)各升12.4%及8.1%,水泥股海螺水泥(00914.HK)升4.3%。
餐飲股造好,海倫司(09869.HK)及呷哺呷哺(00520.HK)各升7.8%及6.3%,海底撈(06862.HK)及九毛九(09922.HK)各跌4.2%及3.9%。內地三大航空股國航(00753.HK)、東航(00670.HK)及南航(01055.HK)各升2.9%至3.3%。
金融股方面,匯控(00005.HK)跌0.5%報57.7元,港交所(00388.HK)及友邦(01299.HK)各跌0.2%及0.8%。
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