《半日總結》恆指跌191點 燃氣股捱沽 領展創新低
阿思達克 07-07 12:28
美國6月ADP就業數據勝預期，市場對聯儲局加息憂慮升溫，道指隔夜收跌366點或1.07%。港股跟隨外圍偏軟，恆指低開97點後，曾跌253點一度低見18,279點，中午收報18,341點，跌191點或1.03%；國指跌87點或1.4%，報6,181點；恆生科技指數跌78點或近2%，報3,870點。大市半日成交總額452.51億元。滬、深港通南下交易半日分別淨流入8.51億及3.51億元。
國家標準委指導的國家人工智能標準化總體組宣布內地首個大模型標準化專題組組長，由上海人工智能實驗室與百度(09888.HK)、華為、阿里(09988.HK)等企業聯合擔任，百度跌0.9%，阿里升1.3%。其他科技股騰訊(00700.HK)跌1.3%。快手(01024.HK)跌4.6%。京東(09618.HK)、美團(03690.HK)及小米(01810.HK)各跌1.5%至2.7%。
據報美國最近數周重啟對中國企業審計檢查，中概股普遍偏軟。當中，電動車股小鵬(09868.HK)挫5.7%，蔚來(09866.HK)跌4.6%，理想(02015.HK)跌1.9%。科技股嗶哩嗶哩(09626.HK)、網易(09999.HK)及金山雲(03896.HK)跌超過3%。萬國數據(09698.HK)及京東(09618.HK)各跌2.4%及1.6%。攜程(09961.HK)跌3.2%。
摩通對中國天然氣公用事業公司上半年業績表現轉為持謹慎態度，下調燃氣股目標價，潤燃(01193.HK)及新奧能源(02688.HK)評級降至「中性」，兩隻股份半日各跌4.7%及8.2%，而新奧能源更為目前表現最差藍籌股。其他燃氣股中國燃氣(00384.HK)、港華智慧能源(01083.HK)與昆侖能源(00135.HK)各跌0.7%至2.4%。
車股比亞迪(01211.HK)跌2.4%。吉利(00175.HK)6月總銷量按年升約9%至約13.8萬部，股價跌1%。華晨中國(01114.HK)升1.1%。
體品股李寧(02331.HK)跌3.9%。安踏(02020.HK)跌2.2%。其餘內需股百威亞太(01876.HK)、海底撈(06862.HK)及蒙牛(2319.HK)跌1.7%至2.2%。恆安(01044.HK)則升1.8%。
此外，匯控(00005.HK)跌0.4%，英國監管機構促匯控等銀行加快調整存息。港交所(00388.HK)跌2.6%。友邦(01299.HK)升0.4%。至於創科實業(00669.HK)及領展(00823.HK)分別跌3.1%及2.7%，領展創新低。
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