恆指跌幅擴至逾200點 新奧急挫18%破底 美團及網易吐逾6%
美國上周首領失業金人數、7月芝加哥聯儲全國活動指數及8月堪薩斯聯儲製造業綜指均遠勝預期,美國債息回升,加上投資者於聯儲局主席鮑威爾今天於央行年會上發言前先行獲利,美股三大指數昨晚在大型科技股主導反覆低收回吐1.1%-1.9%,納指沽壓較大,結束三連升。亞太股今早全面受壓,日經扭四連漲,最低見31,635,現報31,709,急吐577點或1.8%;澳股及台股回吐1%及1.3%,報7,109及16,554。
本港7月整體出口額及進口額按年續降9.1%及7.9%均遜預期。港股繼昨天升近2.1%未能收於10天線之上後,今早扭三連漲,在績後美團(03690.HK)、網易(09999.HK)及新奧(02688.HK)分別低開3.4%/5.8%/8.2%主導,恆指低開174點或近1%,報18,037,最低見17,975,現報17,992,回吐219點或1.2%,總成交額245億元。
藍籌股個別發展。新奧中期業績遜市場預期,股價跌幅擴至18%報64.2元創近三年半低。
美團中期業績扭虧轉賺80.46億元人民幣,以及期內經調整溢利131.51億人民幣均遠勝預期,但首席執行官王興在分析員會議上預警第三季外賣增長或略為放緩。該股扭三連漲,最低見130.6元,現報130.9元,回吐6.5%。
網易次季收入按年僅升3.7%至240億人民幣遜預期,股價失守100天、50天及20天線,最低見153.4元,現報153.8元,挫6.6%。
阿里(09988.HK)及京東(09618.HK)低見87.5元及129.4元,現報87.8元及130元,回吐2%及2.4%。
金融股以友邦(01299.HK)表現最差,股價續吐2.2%報68.2元;匯控(00005.HK)及港交所(00388.HK)跌0.4%及1%,報58.6元及287.2元。其餘藍籌金融股錄得少量升幅,尤其是招行(03968.HK)升1.8%報31.1元。
內需股的中升(00881.HK)、吉利(00175.HK)及康師傅(00322.HK)續升逾1%。醫藥相關股全面造好,受惠中期收入勝預期獲大行看好的藥明生物(02269.HK)反覆高見45.95元,現報45.4元,續升1.8%。「三桶油」也升不足1%。此外,碧桂園(02007.HK)及碧服(06098.HK)反覆續升逾1%,報0.78元及8.17元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.