《半日總結》恆指跌385點 科技及消費股弱 京東挫12%
阿思達克 10-13 12:25
納斯達克金龍中國指數跌3.4%，京東(09618.HK)美股預託證券跌逾8%。港股早市在科技股帶動下走軟。恆指低開291點，初段跌幅曾收窄至224點見18,013點，其後跌幅擴大，半日跌385點或2.1%，報17,852點；國指跌131點或2.1%，報6,135點；恆生科技指數跌126點或3.2%，報3,892點。大市半日成交總額453.11億元，滬、深港通南下交易半日淨流入16.06億及11.37億元人民幣。
中金報告預測京東第三季收入遜預期，零售業務疲軟或延續至第四季。京東(09618.HK)跌12.1%報103.5元。其他科技股方面，阿里(09988.HK)跌3.4%報82.9元，騰訊(00700.HK)跌2.7%報308.2元，美團(03690.HK)及網易(09999.HK)跌3.9%及3.6%，百度(09888.HK)、嗶哩嗶哩(09626.HK)、微博(09898.HK)及萬國數據(09698.HK)跌逾5%。京東健康(06618.HK)、中興(00763.HK)、微盟(02013.HK)及心動(02400.HK)跌逾4%。
內需及消費股下跌，百威亞太(01876.HK)、蒙牛(02319.HK)、恆安(01044.HK)、青啤(00168.HK)、農夫山泉(09633.HK)及百勝中國(09987.HK)跌逾3%，海底撈(06862.HK)及中國中免(01880.HK)跌逾4%，呷哺呷哺(00520.HK)、頤海(01579.HK)及九毛九(09922.HK)跌逾5%。珠寶零售商周大福(01929.HK)次財季內地同店銷售跌12.5%，半日股價跌5.2%。
車股理想(02015.HK)跌2.2%，蔚來(09866.HK)及小鵬(09868.HK)跌4.5%及3.1%。汽車代理中升(00881.HK)跌4.9%。
美國通脹超預期，息率敏感地產股向下，恆地(00012.HK)、太古地產(01972.HK)及九倉置業(01997.HK)跌逾3%，領展(00823.HK)跌2.7%。內房股龍湖(00960.HK)跌3.4%。物管股中海物業(02669.HK)半日再跌7.7%，公司早前公佈收購項目管理業務，被券商發報告指作價高。
濠賭股銀娛(00027.HK)、金沙中國(01928.HK)及澳博(00880.HK)跌2.7%至3.4%，新濠國際(00200.HK)跌4.4%。金融股方面，匯控(00005.HK)跌1.2%報62.45元，中銀香港(02388.HK)跌2.1%，港交所(00388.HK)及友邦(01299.HK)跌1.8%及2.9%，人保(01339.HK)首九月壽險保費收入增10.7%，股價跌1%。其他藍籌方面，創科(00669.HK)及信義玻璃(00868.HK)跌逾4%，翰森製藥(03692.HK)升4.3%。
華潤水泥(01313.HK)料首三季應佔盈利跌最多63%，今早股價跌6.6%。莎莎(00178.HK)料中期扭虧，股價逆升5.6%。
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