《半日總結》恆指跌21點 成交近620億 科技、消費及車股漲
市場憧憬內地或減股票印花稅,國營銀行據報拋售美元支持人民幣匯價,港股早市先跌後收窄。恆指低開306點,早段曾跌428點一度低見17,900點,其後跌幅收窄,並曾倒升3點一度見18,332點。半日跌21點或0.1%,報18,308點;國指升15點或0.2%,報6,288點;恆生科技指數升38點或0.9%,報4,164點。大市半日成交總額按日升25%至619.96億元,滬、深港通南下交易半日淨流入35.52億及20.28億元人民幣。
騰訊(00700.HK)半年非國際財務報告準則淨利潤按年升31%,接近市場預期上限,股價升1.5%報333.8元。騰訊音樂(01698.HK)股價升5.5%報25.7元。京東(09618.HK)中期非通用會計準則淨利潤按年升53.5%勝預期,市場關注零售環境,半日股價跌近1.3%報138.8元。京東健康(06618.HK)中期非國際財務準則盈利按年升1.01倍,惟半日股價跌近4%報48.55元。京東物流(02618.HK)次季非國際財務報告準則盈利升2.88倍,股價高開後倒跌1.1%。
其他科技股方面,阿里(09988.HK)升0.9%報90.05元,美團(03690.HK)平收報132.4元、小米(01810.HK)、快手(01024.HK)及嗶哩嗶哩(09626.HK)升1.5%至1.8%,百度(09888.HK)及網易(09999.HK)跌1.3%及0.6%。
國務院總理李強在國務院第二次全體會議重申要擴需求拓消費,相關股反彈。車股方面,理想(02015.HK)、零跑(09863.HK)及小鵬(09868.HK)升4.7%至5.4%,蔚來(09866.HK)及吉利(00175.HK)升3.1%及2.5%。比亞迪方程豹品牌正式亮相,比亞迪(01211.HK)升2.1%報235.2元。消費股方面,啤酒股青啤(00168.HK)、潤啤(00291.HK)及百威亞太(01876.HK)升2%至2.9%,體育用品股李寧(02331.HK)反彈4.8%,免稅店中免(01880.HK)升4.8%。
周黑鴨(01458.HK)中期純利增4.5倍,股價抽升7.6%。新秀麗(01910.HK)稱未有在美國第二上市計劃,惟股價仍升7%報25.9元。
內房股續受壓。碧桂園(02007.HK)指三筆公司債兌付存在重大不確定性,股價跌3.6%報0.8元。富力(02777.HK)及遠洋(03377.HK)各跌逾4%。中海外(00688.HK)及龍湖(00960.HK)各跌1.9%,
金融股向下,匯控(00005.HK)跌1.4%報59.1元,內銀股招行(03968.HK)跌2.4%。內險股中國平安(02318.HK)及國壽(02628.HK)跌1.8%及1.7%。港交所(00388.HK)績後遭多間券商下調目標價,股價跌1.2%報296元。
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