《半日總結》恆指跌149點 比亞迪系挫 海底撈彈逾13%
美股道指上周五(24日)低收336點或逾1%,港股今早反覆下跌。恆指低開189點,其後曾倒升76點一度高見20,086點,中午前再度下跌,半日跌149點或0.75%,報19,860點;國指跌54點或0.8%,報6,649點;恆生科技指數跌47點或1.2%,報3,963點。大市半日成交總額628.91億元,滬、深港通南下交易半日淨流入16.77億及25.43億元人民幣。
阿里巴巴(09988.HK)、京東(09618.HK)及騰訊(00700.HK)各跌0.3%至0.5%,美團(03690.HK)升1%。小米(01810.HK)於歐洲等地推「小米13」系列手機,股價跌3%。金蝶(00268.HK)及京東健康(06618.HK)各跌7.4%及6%,新東方在線(01797.HK)跌6.2%。
人工智能概念造好,百度(09888.HK)及美圖(01357.HK)各升2.1%及3.5%。
恆指季檢,分別被剔出國指及恆生科指的中國飛鶴(06186.HK)及明源雲(00909.HK)升0.6%及跌3.8%。各被納入國指及恆生科技指數的小鵬(09868.HK)及微博(09898.HK)跌0.3%及升1.1%。
市場關注比亞迪(01211.HK)部分地區經銷商促銷活動,比亞迪挫4.5%,同系比亞迪電子(00285.HK)跌6.8%。蔚來(09866.HK)跌2.6%。
海底撈(06862.HK)預報去年轉賺不低於13億人民幣,半日股價升13.5%收21.85元。其他餐飲股方面,頤海(01579.HK)及九毛九(09922.HK)各升4.8%及4.5%,百勝中國(09987.HK)跌3.1%。零售股JS環球生活(01691.HK)早市再跌8.2%。堡獅龍(00592.HK)折讓21%二供一淨籌最多4.6億元,股價跌1近6%報0.395元。
水泥股海螺水泥(00914.HK)、潤泥(01313.HK)及中建材(03323.HK)各跌3%至3.5%,建築機械股中國龍工(03339.HK)跌5.4%。航運股太平洋航運(02343.HK)跌7.4%。
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