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《半日總結》恆指跌188點 阿里績後挫逾5% 中移動漲
港股早市在阿里(09988.HK)股價受壓下走軟,恆指低開191點,初段跌幅擴大至374點見19,352點,其後跌幅曾收窄至116點見19,610點,半日跌188點或1%,報19,538點;國指跌86點或1.3%,報6,628點;恆生科技指數跌70點或1.8%,報3,846點。大市半日成交總額506.89億元,滬、深港通南下交易半日淨流入12.46億及9,380萬元人民幣。 阿里上財季度旗下中國商業客戶管理收入跌5%遜預期,淘寶及天貓線上實物商品毛交易總額錄中單位數下降,半日股價跌5.1%報83.3元。將在港推出外賣速遞服務的美團(03690.HK)跌3.4%。京東(09618.HK)及百度(09888.HK)跌逾3%,快手(01024.HK)及微博(09898.HK)跌4.6%及5%。此外,騰訊(00700.HK)跌1%報334元,小米(01810.HK)跌0.4%,嗶哩嗶哩(09626.HK)跌2.9%,騰訊音樂(01698.HK)回吐4.8%。 消費股普遍下跌,旅遊平台攜程(09961.HK)跌2.7%,電影票平台貓眼娛樂(01896.HK)跌3%。食品股統一企業中國(00220.HK)跌3.5%。餐飲相關股頤海(01579.HK)跌6%。啤酒股百威亞太(01876.HK)及青啤(00168.HK)逆升2.5%及2.7%。汽車股長汽(02333.HK)跌2.9%,零跑(09863.HK)則升2.8%。 金融股方面,匯控(00005.HK)平收報59.45元,港交所(00388.HK)跌0.3%報305元,友邦(01299.HK)升0.3%報79.45元。內險股中國平安(02318.HK)、太保(02601.HK)及眾安在線(06060.HK)跌2%至2.6%。內房股龍湖(00960.HK)及碧桂園(02007.HK)跌2%及3.2%。地產代理平台貝殼(02423.HK)首季虧轉盈賺27.47億人幣,股價跌近6%報39.25元。 金價受壓,招金(01818.HK)及靈寶(03330.HK)各跌3.9%及3.2%。基建及相關股回吐,中聯重科(01157.HK)及中建材(03323.HK)跌4.7%,中鐵(00390.HK)、中鐵建(01186.HK)及中交建(01800.HK)跌逾3%。 匯豐研究引述中移動(00941.HK)管理層指今年5G資本開支降,聚焦提升回報,並將今年雲收入目標定為800億人民幣。中移動半日升1.8%報66.75元。德昌電機(00179.HK)截至3月底止全年度純利升8%並增派末期息,半日股價升5.6%報9.06元。
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