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《半日總結》恆指跌70點 內房股逆市漲 碧桂園炒高逾8%
美十年期國債孳息逼近5厘,美股道指跌250點或0.8%,港股早市偏軟。恆指低開168點,人行單日淨投放激增至破紀錄7,330億人幣,恆指中午前跌幅收窄,半日跌70點或0.4%,報17,225點;國指跌19點或0.3%,報5,905點;恆生科技指數跌10點或0.3%,報3,689點。大市半日成交總額442.37億元,滬、深港通南下交易半日淨流入22.1億及8.2億元人民幣。 科技股方面,阿里(09988.HK)跌0.4%報78.85元,騰訊(00700.HK)跌1%報288.2元,美團(03690.HK)跌2%報108.2元,小米(01810.HK)跌0.9%。快手升1.6%報57元,百度(09888.HK)跌3.3%。此外,比亞迪電子(00285.HK)、中興(00763.HK)及金山雲(03896.HK)跌逾3%,東方甄選(01797.HK)跌5.3%。中芯(00981.HK)升1.9%。 電動車股比亞迪(01211.HK)跌0.7%報246.2元,零跑汽車(09863.HK)於杭州新設汽車銷售公司,股價升4.2%。蔚來(09866.HK)跌2.8%。鋰材料商贛鋒鋰業(01772.HK)及天齊鋰業(09696.HK)反彈5.8%及3.1%。內需及消費股個別發展,李寧(02331.HK)盤中曾跌至30.05元逾三年低,半日跌2.1%報30.7元。中國飛鶴(06186.HK)及頤海(01579.HK)升逾2%。 傳碧桂園(02007.HK)債權人就潛在債務重組尋求緊急談判,碧桂園炒高8.5%。其餘內房股亦造高,融創中國(01918.HK)及雅居樂(03383.HK)升8.3%及7.8%,富力(02777.HK)升5.7%,合景泰富(01813.HK)及遠洋(03377.HK)漲逾4%,恆大(03333.HK)升1.9%。物管股碧服(06098.HK)升3.5%。 金價三連升,招金(01818.HK)及中國黃金國際(02099.HK)升2%及2.7%。波羅的海指數回落,但航運股東方海外國際(00316.HK)及中遠海運港口(01199.HK)仍升逾3%。燃氣股中燃氣(00384.HK)遭匯豐研究下調投資評級至「持有」,股價跌4%。同業潤燃(01193.HK)及新奧能源(02688.HK)跌3%及3.7%。 金融股方面,匯控(00005.HK)跌0.8%報60.25元,國壽(02628.HK)跌2.6%。港交所(00388.HK)中午公布季績,半日跌0.1%報282.4元,友邦(01299.HK)跌0.4%。
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