《半日总结》恒指跌345点 金融及车股受压 京东挫5%创新低
美十年期债孳息再创16年高,美股道指跌332点或1%,港股早市随外围下跌。恒指低开192点后跌幅扩大,半日跌345点或2%,报17,386点;国指跌121点或2%,报5,954点;恒生科技指数跌70点或1.9%,报3,701点。大市半日成交总额453.47亿元,沪、深港通南下交易半日净流入18.52亿及4.51亿元人民币。
利率敏感科技股受压,阿里(09988.HK)跌1.8%报80元,腾讯(00700.HK)跌1.6%报295.2元,高盛下调对内地电商第四季线上商品交易总额增长预测,京东(09618.HK)跌5.1%报97.6元创新低,东方甄选(01797.HK)跌6%,百度(09888.HK)及哔哩哔哩(09626.HK)跌4.9%,美团(03690.HK)跌3.3%报110元。小米(01810.HK)及快手(01024.HK)则逆升1.2%及1.1%。
美电动车商特斯拉(TSLA.US)毛利率下滑,车股蔚来(09866.HK)及小鹏(09868.HK)跌8.3%及8.4%,理想(02015.HK)及吉利(00175.HK)跌3.7%及4.8%,早前发盈喜的比亚迪(01211.HK)回吐2.7%报250.4元。
内地股市下跌,内险股受压,国寿(02628.HK)跌5.2%,中国太平(00966.HK)、中国平安(02318.HK)及太保(02601.HK)跌2.9%至4%。内银股招行(03968.HK)跌4.3%,农行(01288.HK)跌2.4%,建行(00939.HK)、工行(01398.HK)及中行(03988.HK)跌1.5%至1.8%。其余金融股方面,汇控(00005.HK)、恒生(00011.HK)、中银香港(02388.HK)、渣打(02888.HK)及港交所(00388.HK)跌1.4%至1.8%,友邦(01299.HK)跌3.2%。
美元上升影响资源股,洛钼(03993.HK)、中铝(02600.HK)及江铜(00358.HK)跌3%至4%,油股中石化(00386.HK)亦跌2.8%。
金沙中国(01928.HK)第三季净收益增逾6倍,经调整物业EBITDA转赚6.31亿美元,股价逆市升2.2%。百胜中国(09987.HK)考虑宣派及支付季度股息,股价升1%。滔搏(06110.HK)中期纯利增16.7%,股价升3%。部分内需股挫,李宁(02331.HK)跌5.3%,蓝月亮(06993.HK)挫10%。手机相关股个别发展,比亚迪电子(00285.HK)及富智康(02038.HK)跌4.2%,鸿腾(06088.HK)跌7%。舜宇(02382.HK)升3.2%。
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