《港股開市》恆指低開174點 遠洋集團下滑 科技股偏軟
大摩唱好晶片股Nvidia(NVDA.US)推動納指隔晚(14日)升逾1%,市場繼續關注內房債務問題,港股早市低開。恆指低開174點或0.9%,報18,599點;國指低開56點或0.9%,報6,366點;恆生科技指數低開38點或0.9%,報4,170點。
內房股方面,遠洋集團(03377.HK)料中期虧損擴大至最多約200億人幣,股價低開14.9%報0.315元。碧桂園(02007.HK)境內債「16碧地05」展期方案提供項目股權質押增信,該股平開報0.8元。同系碧服(06098.HK)反彈高開0.7%報6.79元。
傳人行支持比亞迪汽車金融等公司發金融債,涉資共500億人幣,比亞迪(01211.HK)低開1.5%報235元。紐頓汽車斥5億美元入股恆大汽車(00708.HK)約28%權益,協助出口中東,恆大汽車高開14.7%報1.95元。其他車股方面,理想(02015.HK)低開1.9%,蔚來(09866.HK)及小鵬(09868.HK)高開0.9%及0.2%。
多間美對沖基金披露上季減持中概股,科技股偏軟。阿里(09988.HK)低開1.8%報91.1元,騰訊(00700.HK)低開0.6%報331.2元,美團(03690.HK)、小米(01810.HK)、京東(09618.HK)、百度(09888.HK)、網易(09999.HK)及嗶哩嗶哩(09626.HK)各低開0.7%至1.2%,快手(01024.HK)低開0.1%報65.8元。
金融股方面,匯控(00005.HK)低開1%報61.75元,港交所(00388.HK)低開0.5%報303元,友邦(01299.HK)低開2.4%報70.2元,中國平安(02318.HK)首七月保費收入增長7.2%,惟股價低開2.7%報48.5元。
澳門上周六(12日)入境旅客近14萬人次創疫後新高,濠賭股銀娛(00027.HK)及金沙中國(01928.HK)分別低開0.2%及高開0.2%。
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