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《半日總結》恆指跌40點 理想抽升16% 金屬資源股弱
美國上月通脹低於預期,市場繼續觀望美國今晚(11日)公布生產物價指數,港股早市先升後回。恆指高開80點,早段升92點見19,854點後回落,半日跌40點或0.2%,報19,721點;國指跌4點或不足0.1%,報6,678點;恆生科技指數升34點或0.9%,報3,845點。大市半日成交總額480.57億元,滬、深港通南下交易半日淨流入5.88億及3.35億元人民幣。 科技股普遍走軟,阿里(09988.HK)逆升1.6%報81.5元,騰訊(00700.HK)跌0.5%報327.8元,美團(03690.HK)及小米(01810.HK)各跌1.1%。京東(09618.HK)公布季績在即,半日跌0.4%報135元。百度(09888.HK)升0.9%。萬國數據(09698.HK)顯著下跌7.8%報12.38元。 晶片股方面,上交所上市委下周三(17日)審議華虹半導體A股上市有關事項,華虹半導體(01347.HK)高開5.7%後升幅顯著收窄,半日升0.5%報28.05元,同業中芯(00981.HK)升1.9%。電動車股理想(02015.HK)首季非公認淨利潤增長1.9倍,股價升16%。 金價下跌,招金(01818.HK)及紫金(02899.HK)跌逾4%,中國黃金國際(02099.HK)跌6.6%。商品價格向下,中鋁(02600.HK)及五礦資源(01208.HK)跌5.4%及7.2%,洛鉬(03993.HK)亦跌3.8%。內房股龍湖(00960.HK)及潤地(01109.HK)分別公布上月合同銷售,股價各跌2.9%及1.2%。物管股華潤萬象(01209.HK)跌2.9%。 啤酒股百威亞太(01876.HK)遭匯豐下調目標價,股價跌2.1%。同業潤啤(00291.HK)獲招銀國際唱好,股價亦跌2%。 港交所(00388.HK)據報考慮在惡劣天氣下繼續交易安排,股價平收報312.8元。匯控(00005.HK)升0.1%報58.65元,友邦(01299.HK)升0.7%報81.55元。市傳內地將下調銀行協定及通知存款自律上限,內銀股建行(00939.HK)、農行(01288.HK)及工行(01398.HK)跌0.3%至0.7%,招行(03968.HK)及中行(03988.HK)則升0.7%及0.3%。 新股普樂師集團(02486.HK)首日掛牌,半日收報8.01元,較上市價10.6元低24.4%。其他股份方面,醫藥股藥明生物(02269.HK)升5%,醫療研發平台藥明康德(02359.HK)及康龍化成(03759.HK)升4.9%及4.2%。
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