《全日總結》恆指跌116點 中資金融及基建股跌 京東系揚
阿思達克 05-12 16:30
內地4月新增人民幣貸款遠低於市場預期，投資者擔心內地經濟復甦疲軟，恆指偏軟。恆指高開107點後反覆向下，午後曾跌147點一度低見19,596點，全日跌116點或0.59%，收19,627點；國指跌31點或0.47%，收6,663點；恆生科技指數升11點或0.29%，收3,874點。大市全日成交總額1,027.73億元，滬、深港通南下交易淨流入9.05億及淨流出2,900萬元人民幣。
內地上月新增貸款遜預期，內銀股工行(01398.HK)、建行(00939.HK)及交行(03328.HK)跌逾2%，農行(01288.HK)、招行(03968.HK)及中行(03988.HK)跌1.8%至2%。李嘉誠基金會減持郵儲行(01658.HK)套現逾1.2億元，郵儲行跌2.5%。
基建股及建材股弱，中鐵(00390.HK)、中交建(01800.HK)及中國建築國際(03311.HK)跌逾4%，中鐵建(01186.HK)跌6.6%。鞍鋼(00347.HK)、潤泥(01313.HK)及中建材(03323.HK)跌4%至5.3%。
科技股普遍上升，軟銀自上財年至今透過遠期合約沽售阿里近400億美元股份，阿里(09988.HK)升2.4%報84.65元。京東(09618.HK)季績勝預期，股價搶高7.3%報144.8元。同系京東健康(06618.HK)績後升2.8%，京東物流(02618.HK)升5.4%。
此外，騰訊(00700.HK)升0.6%報328.2元，美團(03690.HK)及微博(09898.HK)升2.6%及5.1%。連日下跌的萬國數據(09698.HK)再跌9.3%報11.18元。晶片股中芯(00981.HK)料次季訂單按季升5%，股價升0.2%。華虹半導體(01347.HK)績後遭多間券商下調投資評級及目標價，股價跌7.2%。
商品價格下跌，金屬及資源股受壓。黃金股方面，山東黃金(01787.HK)及靈寶(03330.HK)跌5.6%及6.4%，招金(01818.HK)、中國黃金國際(02099.HK)及紫金(02899.HK)跌逾8%。金屬及資源股方面，中鋁(02600.HK)、中國宏橋(01378.HK)、江銅(00358.HK)、五礦資源(01208.HK)及洛鉬(03993.HK)跌5.7%至7.2%。
電力股向上，華電國際(01071.HK)及中國電力(02380.HK)各升逾3%。據報維達(03331.HK)主席有意收購控股股東持股或觸發私有化，維達升4%報20.5元。
匯控(00005.HK)跌0.3%報58.75元，港交所(00388.HK)及友邦(01299.HK)跌0.9%及1.5%。恆指季檢在即，被視為「染藍」熱門的蔚來(09866.HK)及攜程(09961.HK)各升1.3%，快手(01024.HK)則平收報51.05元。
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