《半日總結》恆指跌205點 醫療平臺股受壓 京東健康挫逾9%
美債孳息上升,美股道指隔晚(17日)跌290點或0.8%,納指跌逾1%。港股早市反覆走軟。恆指低開117點,初段曾倒升9點見18,336點,其後再度轉跌,大市半日跌205點或1.1%,報18,120點;國指跌82點或1.3%,報6,210點;恆生科技指數跌105點或2.5%,報4,052點。大市半日成交總額534.41億元,滬、深港通南下交易半日分別淨流入13.9億及淨流出18.43億元人民幣。
嗶哩嗶哩(09626.HK)次季經調整淨虧損收窄至9.6億人幣,市場關注下半年遊戲業務收入,半日股價跌3.1%報120.2元。金蝶(00268.HK)半年虧損收窄至2.84億人幣,半日股價跌4.4%。
網上醫療平臺京東健康(06618.HK)管理層在績後會議上預告新冠相關銷售下半年急跌,並下調全年收入增長預測,該股遭多間券商削目標價,股價半日挫9.4%報42.85元。同業阿里健康(00241.HK)及平安好醫生(01833.HK)各跌7.4%及6%。
其他科技股方面,阿里(09988.HK)跌2.6%報87.8元,騰訊(00700.HK)跌1.3%報328.6元,美團(03690.HK)、網易(09999.HK)、百度(09888.HK)及快手(01024.HK)跌1.7%至2.2%,報告指全球智能手機銷售料爲十年來最差,京東(09618.HK)跌4.2%。小米(01810.HK)跌0.8%。個人電腦生產商聯想集團(00992.HK)續跌3.9%。電訊設備股中興(00763.HK)及電訊基建股中通服(00552.HK)跌3.9%及3.4%。
Tesla(TSLA.US)改款Model 3最快下月在中國量產,其他車股下跌,蔚來(09866.HK)及小鵬(09868.HK)跌4.6%及6.1%,比亞迪(01211.HK)、理想(02015.HK)及長汽(02333.HK)跌2.3%至3%,吉利(00175.HK)跌1.8%。
醫藥股受壓,中生製藥(01177.HK)及翰森(03692.HK)跌逾3%,中國中藥(00570.HK)跌7%。內房股碧桂園(02007.HK)升1.3%報0.78元,同系碧服(06098.HK)反彈3.6%。龍湖(00960.HK)公佈業績前股價跌3.3%。油股中海油(00883.HK)中期純利跌11%,惟股價升0.9%報12.86元。
金融股方面,匯控(00005.HK)跌0.3%報59.1元,港交所(00388.HK)及友邦(01299.HK)跌0.4%及0.9%。
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