《全日總結》恆指跌417點 內房及科網股走弱 騰訊偏淡
人民幣兌美元跌穿7水平,港股今日下跌。恆指低開22點,早市一度倒升9點見19,987點,其後再度向下,尾市跌幅擴大至440點見19,538點,全日跌417點或2.09%,收19,560點;國指跌152點或2.25%,收6,636點;恆生科技指數跌88點或2.23%,收3,870點。大市全日成交總額1,016.05億元,滬、深港通南下交易淨流入36.76億及38.02億元人民幣,
地雲產品掀減價戰,雲服務股萬國數據(09698.HK)及金山雲(03896.HK)跌11%及7%。電訊股中移動(00941.HK)跌2.1%。中電信(00728.HK)及聯通(00762.HK)跌3.6%及2.6%,首季業績超預期的百度(09888.HK)倒跌0.4%報123.8元。
其他科技股亦下跌,阿里(09988.HK)跌0.4%報85.45元,騰訊(00700.HK)公布季績前股價跌0.6%報342.8元,美團(03690.HK)及小米(01810.HK)跌逾3%,京東(09618.HK)及網易(09999.HK)跌逾2%,嗶哩嗶哩(09626.HK)跌5%。騰訊音樂(01698.HK)首季純利升89%,惟市場關注其社交娛樂業務,該股跌4.5%。同業雲音樂(09899.HK)跌6.5%。此外,美圖(01357.HK)、微盟(02013.HK)及阿里健康(00241.HK)跌逾4%,京東健康(06618.HK)及東方甄選(01797.HK)跌逾5%。
紙品股恆安(01044.HK)獲摩通上調投資評級至「增持」,股價升2.4%。同業維達(03331.HK)升3.8%。高鑫零售(06808.HK)績後股價受壓,全日挫22.7%。中升(00881.HK)及泡泡瑪特(09992.HK)跌6%及5.8%。
醫藥股中生製藥(01177.HK)、藥明生物(02269.HK)及翰森製藥(03692.HK)各跌逾4%,康方生物(09926.HK)挫逾10%。
金融股方面,匯控(00005.HK)跌1.8%報58.65元,港交所(00388.HK)及友邦(01299.HK)跌1.9%及2.5%。內房股龍湖(00960.HK)跌7.1%,新城(01030.HK)及碧桂園(02007.HK)跌5.3%,潤地(01109.HK)、綠城中國(03900.HK)及雅居樂(03383.HK)跌逾4%。物管股碧服(06098.HK)跌7.7%,為跌幅最大藍籌。
油價下跌,中石油(00883.HK)跌2.7%,中海油服(02883.HK)跌4.4%。
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