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《半日總結》恆指跌74點 科技股偏軟 碧桂園逆市續升5%
加拿大央行出乎預期加息,市場重新評估利率預期,納指隔晚(7日)回吐1.3%,港股早市隨外圍偏軟。恆指低開24點,早段曾跌164點見19,087點,半日跌74點或0.4%,報19,177點;國指跌48點或0.7%,報6,492點;恆生科技指數跌50點或1.3%,報3,870點,大市半日成交總額440.6億元,滬、深港通南下交易半日淨流入12.87億及9.41億元人民幣。 據報碧桂園(02007.HK)料7月到期大部分銀團貸款可獲延續,碧桂園半日逆市續升5.1%報1.65元,其餘內房股造好,合景泰富(01813.HK)續飆11%,龍湖(00960.HK)、富力(02777.HK)及遠洋(03377.HK)升3.4%至3.9%。建材股見支持,潤泥(01313.HK)、金隅(02009.HK)及中建材(03323.HK)升2.6%、3.4%及4.4%。 科技股普遍回吐,阿里-SW(09988.HK)跌1.6%報82.7元,騰訊(00700.HK)跌1.5%報330.6元,美團-W(03690.HK)及百度-SW(09888.HK)跌1.3%及1.8%,小米-W(01810.HK)及快手-W(01024.HK)跌2.7%及3.3%。 此外,金蝶(00268.HK)、美圖(01357.HK)及金山雲(03896.HK)跌逾5%,微盟(02013.HK)及心動(02400.HK)跌逾4%。中銀國際料舜宇(02382.HK)和瑞聲(02018.HK)受惠蘋果Vision Pro引發新一輪消費熱潮,瑞聲半日微升0.1%,舜宇微跌0.3%。 旅遊平臺攜程-S(09961.HK)首季虧轉盈賺33.75億人幣,股價升4.2%報279.8元。其他消費內需股偏軟,呷哺呷哺(00520.HK)及頤海(01579.HK)跌4.2%及3.7%,特步(01368.HK)及李寧(02331.HK)跌3.1%及2.5%,青島啤酒(00168.HK)亦跌3.1%,百威亞太(01876.HK)則逆升2.7%,大華繼顯報告指該股第二季業務勝首季。 金融股方面,匯控(00005.HK)升0.4%報59.9元,港交所(00388.HK)跌0.6%報306.4元,友邦(01299.HK)升1.6%報81.2元,恆生(00011.HK)升1.7%。據報多間國有內銀明起下調存款利率,內銀股農行(01288.HK)升1.6%。 國際油價上升,中海油(00883.HK)升2%。金價回落逾1%,招金(01818.HK)跌3.9%。波羅的海指數連漲三日,東方海外(00316.HK)及中遠海控(01919.HK)升4.4%及3.1%。周大福(01929.HK)半日升0.7%報13.94元,該股將於日內公佈業績。中煙香港(06055.HK)發盈喜料中期利潤翻倍,半日股價升22%報11.44元。
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