《半日總結》恆指跌100點 內房及車股造淡 濠賭股揚
金管局承接69.16億元沽盤,銀行體系結餘跌穿500億,港股早市偏軟。恆指低開17點,初段曾跌255點見20,394點,其後跌幅收窄。半日跌100點或0.49%,報20,549點;國指跌48點或0.69%,報6,954點;恆生科技指數跌37點或0.9%,報4,164點。大市半日成交總額496.28億元,滬、深港通南下交易淨流入14.67億及10.76億元人民幣。
科技股方面,阿里(09988.HK)及騰訊(00700.HK)跌0.7%及1.1%,美團(03690.HK)升1.3%。小米(01810.HK)周五(21日)開售旗艦小米13Ultra,股價高開後倒跌2.3%。百度(09888.HK)及京東(09618.HK)趺1.2%及1.4%、快手(01024.HK)、嗶哩嗶哩(09626.HK)及微博(09898.HK)跌逾2%,金蝶(00268.HK)及金山雲(03896.HK)跌4.1%及3.1%,東方甄選(01797.HK)炒高12.2%。晶片股中芯(00981.HK)升3%。
車股回吐,長汽(02333.HK)及小鵬(09868.HK)跌逾5%,吉利(00175.HK)、零跑(09863.HK)及蔚來(09866.HK)跌3.5%至4.5%,理想(02015.HK)跌2.4%。內房股碧桂園(02007.HK)跌4.3%,萬科(02202.HK)、綠城中國(03900.HK)、雅居樂(03383.HK)、新城(01030.HK)及合景泰富(01813.HK)跌3.2%至3.9%。
金融股方面,匯控(00005.HK)重申不認同戰略重組方案提議,該股跌0.4%報56.15元,港交所(00388.HK)跌1.8%報340.8元,友邦(01299.HK)升0.3%報86元。
澳門酒店業者指「五一」黃金周部分高星級酒店房間已預訂爆滿,銀娛(00027.HK)升3.8%,金沙中國(01928.HK)及永利澳門(01128.HK)升近2%。
資源股洛鉬(03993.HK)料剛果(金)TFM銅鈷礦混合礦開發項目今年投產,半日股價升11.4%。五礦資源(01208.HK)亦升4%。
據報長和(00001.HK)擬出售意大利Wind Tre網絡基建業務六成股權套現30億歐元,長和升0.4%報50.95元。中國鐵塔(00788.HK)首季純利按年升15%,股價升3.1%報1元。聯通(00762.HK)季度產業互聯網和雲計算收入減速,股價走低1.9%報6.25元。
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