《半日總結》恆指升6點 海底撈急滑11% 百勝中國挫逾14%
市場觀望美聯儲議息。港股早市反覆上落。恆指高開26點後向下,曾倒跌133點一度低見16,979點,中午前收復失地。半日升6點或0.04%,報17,119點;國指跌1點或0.02%,報5,860點;恆生科技指數跌12點或0.3%,報3,747點。大市半日成交總額縮減至379.97億元,滬、深港通南下交易半日淨流人16.47億及7.74億元人民幣。
海底撈(06862.HK)向特海國際(09658.HK)收購日本酒店業務,半日股價跌10.9%報17.42元,特海國際則跌0.3%報12.92元。大摩料海底撈對上述投資於未來三至五年總體資本開支涉5億至8億人民幣,估計對公司資產負債表及現金流影響有限,估計直至2027年項目完工前不會帶來任何具體貢獻。
百勝中國(09987.HK)首三季純利升88%,被大摩指季績遜預期,該股早市挫14.3%報351元,普拉達(01913.HK)首九月收益淨額增加近17%,股價跌5.7%。
抖音、微信及快手等啓動前臺實名制,分批引導粉絲量50萬以上自媒體對外展示實名訊息。騰訊(00700.HK)跌0.6%報287.4元,快手(01024.HK)升1.3%報51元,微博(09898.HK)升0.1%報91.85元。
其他科技股方面,阿里巴巴(09988.HK)跌0.7%報79.5元。美團(03690.HK)、百度(09888.HK)及京東(09618.HK)跌1.1%至1.9%,嗶哩嗶哩(09626.HK)跌2.6%,小米(01810.HK)升0.7%。此外,東方甄選(01797.HK)跌3.1%,手機部件股瑞聲(02018.HK)及晶片股中芯(00981.HK)升3.1%及2.8%。
車股方面,巴菲特再減持比亞迪(01211.HK)套現2.02億,比亞迪跌1.8%報233.2元。理想(02015.HK)及小鵬(09868.HK)跌0.8%及0.3%,蔚來(09866.HK)跌1.8%。長汽(02333.HK)及零跑(09863.HK)各漲5.3%及3.2%。
中指院指內地百大房企10月銷售額按月跌7.5%,內房股中海外(00688.HK)及潤地(01109.HK)各升1.8%及0.3%。恆大地產集團披露,截至9月底未清償到期債務累計2,808.3億人幣,恆大(03333.HK)跌2%報0.201元。
金融股方面,匯控(00005.HK)及渣打(02888.HK)升1.6%及2%,港交所(00388.HK)及友邦(01299.HK)跌0.2%及0.4%。財險(02328.HK)升4.1%。其餘藍籌方面,李寧(02331.HK)、百威亞太(01876.HK)及信義光能(00968.HK)升2.6%至3.5%。
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