《半日總結》恆指跌83點 中資基建股逆市造好
阿思達克 03-02 12:22
港股昨(1日)升833點，今日早市反覆偏軟。恆指今早低開229點，早段曾跌298點一度低見20,321點，其後跌幅收窄至71點見20,548點，半日跌83點或0.4%，報20,536點；國指跌17點或0.3%，報6,896點；恆生科技指數跌44點或1.1%，報4,141點。大市半日成交金額619.26億元，滬、深港通南下交易半日淨流入24.22億及13.99億元人民幣。
美十年期國債孳息升穿4厘，外圍科技股受壓，本港上市科技股普遍偏軟。阿里巴巴(09988.HK)跌3.7%報88.5元，騰訊(00700.HK)跌0.8%報365.8元，美團(03690.HK)跌1.1%報141.3元，小米(01810.HK)升0.8%報12.7元，京東(09618.HK)及百度(09888.HK)各跌2.3%及2.5%，快手(01024.HK)跌1.5%。
嗶哩嗶哩(09626.HK)股價跌7.3%。微博(09898.HK)去年度純利按年跌80%，今日半日股價挫11.3%。萬國數據(09698.HK)及新東方在線(01797.HK)各跌7.3%及4%。
電動車股方面，蔚來(09866.HK)去年第四季虧損擴至58.47億人民幣，大摩指蔚來上季毛利率遜預期，蔚來股價跌11.8%報70.3元。理想(02015.HK)2月新車交付量按年升97.5%，今日半日股價回吐1.1%。小鵬(09868.HK)跌3.3%。
工行(01398.HK)、郵儲行(01658.HK)及交行(03328.HK)各升1.5%至1.7%。內險股中國太平(00966.HK)、人保(01339.HK)及太保(02601.HK)升1.7%至2%，財險(02328.HK)升3.4%。基建相關股受捧，重型車生產商重汽(03808.HK)升4.1%。中鐵(00390.HK)、中鐵建(01186.HK)及中交建(01800.HK)升4.1%至5.7%，中車(01766.HK)亦升4%。
啤酒股百威亞太(01876.HK)去年純利跌3.9%，今日半日股價跌2.8%。創科(00669.HK)去年純利按年跌2%，半日股價反彈1.3%。百勝中國(09987.HK)股價跌2.1%。內房股萬科(02202.HK)折讓逾6%配股淨籌39億元，股價跌3.7%。
據報匯控(00005.HK)小股東醞釀促股東大會表決分拆亞洲業務，匯控升0.3%報58.6元。中移動(00941.HK)升2.1%。
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