《半日總結》恆指跌49點 美團及煤股挫 內地電力股揚
阿思達克 05-29 12:26
美國總統拜登表示已達成提高債務上限協議以避免美國違約，另美股今日(29日)國殤日假期休市。港股早市反覆偏軟，恆指高開80點後，雖然一度升132點曾高見18,879點，惟升勢乏力下倒跌，曾跌108點低見18,638點，半日收報18,697點，跌49點或0.3%；國指跌37點或0.6%，報6,296點；恆生科技指數跌15點或0.4%，報3,675點。大市半日成交總額588.71億元，滬、深港通南下交易半日淨流入7.26億及5.04億元人民幣。
科技股個別發展，網易(09999.HK)首季非公認會計準則淨利潤按年升47.8%至75.66億人民幣，勝預期，股價半日升7.8%，為表現最佳藍籌股。聯想集團(00992.HK)升4.9%，集團董事長兼首席執行官楊元慶預期個人電腦市場可望於下半年復甦，另承諾年內不會裁員。百度(09888.HK)很快正式推出文心大模型3.5版本，股價升3%。阿里(09988.HK)澄清裁員屬謠言，股價升0.1%。小米(01810.HK)升0.2%。
至於美團(03690.HK)首季經調整利潤54.9億人幣遠勝預期，但市場擔心旗下到店業務利潤率短期受來自抖音競爭所拖低，美團半日股價跌6.4%收117.9元，為表現最差藍籌股。騰訊(00700.HK)亦跌1.4%。京東(09618.HK)及嗶哩嗶哩(09626.HK)齊跌逾1%。
醫藥及生科股受壓，石藥(01093.HK)跌4.3%。康諾亞(02162.HK)挫17.6%。康方生物(09926.HK)跌6.5%。信達生物(01801.HK)、藥明生物(02269.HK)及藥明康德(02359.HK)各跌1.3%至3.7%。
煤炭股偏軟，神華(01088.HK)跌3.2%。兗礦能源(01171.HK)跌9.4%。中煤能源(01898.HK)跌5.1%。電力股逆市造好，大唐發電(00991.HK)升9.2%。華能國電(00902.HK)升近9%。華潤電力(00836.HK)升4.7%。
車股方面，蔚來(09866.HK)跌3.9%。小鵬(09868.HK)跌0.6%。比亞迪(01211.HK)跌近2%。吉利(00175.HK)跌1.3%。
金融股方面，匯控(00005.HK)升1.1%。港交所(00388.HK)跌0.7%。友邦(01299.HK)升近1%。招行(03968.HK)升1.1%。
此外，申洲(02313.HK)升3.9%，公司獲施羅德上周二(23日)增持逾92萬股，涉近5,933萬元。舜宇(02382.HK)跌5.8%。
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