《半日總結》恆指跌183點 金融、濠賭及消費股走弱
阿思達克 05-24 12:26
美債務上限談判未有進展，市場繼續觀望。人民幣離岸價跌至半年低，港股早市偏軟。恆指低開151點，其後跌幅曾擴大至274點見19,156點，半日跌183點或0.9%，報19,248點；國指跌71點或1.1%，報6,532點；恆生科技指數跌41點或1.1%，報3,811點。大市半日成交總額442.31億元，滬、深港通南下交易半日淨流入10.87億及7.38億元人民幣。
金融股方面，匯控(00005.HK)跌0.3%報59.4元，港交所(00388.HK)及友邦(01299.HK)跌0.9%及0.6%。內險股中國平安(02318.HK)、財險(02328.HK)、太保(02601.HK)及眾安在線(06060.HK)各跌逾2%。
濠賭股受壓，金沙中國(01928.HK)、美高梅中國(02282.HK)及新濠國際(00200.HK)跌4.8%至4.9%，銀娛(00027.HK)、澳博(00880.HK)及永利澳門(01128.HK)跌逾3%。
內需及消費股弱，體育零售股滔搏(06110.HK)截至2月底止全財年少賺近25%，高盛指下半財年純利遜預期，滔博挫6.5%。餐飲股呷哺呷哺(00520.HK)、海底撈(06862.HK)及百勝中國(09987.HK)跌3.5%至4.9%。
光伏股逆市升，信義光能(00968.HK)升3.6%，成升幅最大藍籌，大和上調信義光能評級至「跑贏大市」，料今年至2025年純利增長透明度高，料毛利率可回升。福萊特玻璃(06865.HK)升5.7%。
科技股方面，阿里健康(00241.HK)截至3月底止全年度虧轉盈賺5.33億人民幣，股價高開1%後倒跌，半日跌3.1%。金山雲(03896.HK)首季虧損擴至6.07億人民幣，股價跌8.1%。
阿里巴巴(09988.HK)跌1.6%報81.65元，騰訊(00700.HK)跌0.1%報335.2元，美團(03690.HK)、網易(09999.HK)、小米(01810.HK)及百度(09888.HK)跌1.1%至1.7%，嗶哩嗶哩(09626.HK)及商湯(00020.HK)跌逾3%。京東雲加入雲服務減價戰，京東(09618.HK)跌1.1%。此外，東方甄選(01797.HK)回吐4.1%。調查指內地首季個人電腦市場出貨量按年跌24%，聯想集團(00992.HK)跌3.7%。
花旗看好期銀見30美元，中國白銀(00815.HK)炒高4.1%，黃金股山東黃金(01787.HK)及招金(01818.HK)亦升逾2%。
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