《半日總結》恆指跌187點 美團及網易績後挫 新奧急滑16%
美債孳息回升,大摩下調恆指至明年6月目標,市場觀望美聯儲主席鮑威爾演說,港股早市走軟。恆指低開174點,其後跌幅曾收窄至128見18,084點,半日跌187點或1%,報18,024點;國指跌64點或1%,報6,202點;恆生科技指數跌82點或2%,報4,075點。大市半日成交總額437.48億元,滬、深港通南下交易半日淨流入16.87億及12.94億元人民幣。
美團(03690.HK)上半年經調整溢利勝預期,惟市場關注美團優選虧損或擴大,大摩亦把該股剔出港股焦點股名單,半日股價跌5.2%收132.7元。網易(09999.HK)次季遊戲及相關增值服務收入倒退,半日股價跌5%。其餘科技股方面,阿里(09988.HK)跌2%報87.8元,騰訊(00700.HK)跌1.2%報321.4元,京東(09618.HK)及百度(09888.HK)各跌2.3%及1.2%,快手(01024.HK)及嗶哩嗶哩(09626.HK)跌3.2%及3.7%,
線上醫療平台平安好醫生(01833.HK)半年虧損收窄至2.45億人幣,股價升6.2%。同業阿里健康(00241.HK)升3.2%。此外,金山雲(03896.HK)跌6.7%,瑞聲(02018.HK)再跌3.9%。電訊設備股中興(00763.HK)跌4%,晶片股中芯(00981.HK)及華虹半導體(01347.HK)跌2.6%及2.9%。
中國乘聯會料8月新能源車零售量按月增9.2%,電動車股理想(02015.HK)及蔚來(09866.HK)回吐2.2%及4.2%。零跑(09863.HK)續受與Stellantis合作憧憬刺激,半日升6.5%。比亞迪(01211.HK)跌0.7%報224.2元。汽車代理股中升(00881.HK)升3.7%。
內需及消費股方面,華住(01179.HK)中期虧轉盈賺逾20億人民幣,惟股價半日挫10%報32.4元。中國中免(01880.HK)中期純利跌2%,股價跌3%。同程旅行(00780.HK)早前績後股價炒高,半日回吐4%。維他奶(00345.HK)股價跌5%失守10元。統一企業中國(00220.HK)及康師傅(00322.HK)升逾2%。
內房股見支持,合景泰富(01813.HK)預告上半年轉虧不超過99億人民幣,股價低開7.1%後跌幅收窄,半日跌2%報0.96元。碧桂園(02007.HK)及同系物管股碧服(06098.HK)升5.2%及7.8%,雅居樂(03383.HK)及同系物管股雅生活(03319.HK)升2.4%及3.9%,富力(02777.HK)升4.1%。
金融股方面,匯控(00005.HK)跌0.9%報58.35元,港交所(00388.HK)跌0.3%。新奧能源(02688.HK)半年售氣下跌令市場意外,遭大行下調目標價及投資評級,半日股價下挫15.8%報66元。
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