《全日總結》恆指跌308點 「蔚小理」受壓 晶片股績後下滑
阿思達克 11-10 16:31
美聯儲主席鮑威爾「放鷹」，美債孳息反彈，港股隨外圍下跌，恆指低開160點後跌幅擴大，曾跌333點見17,177點，全日跌308點或1.8%，收17,203點；國指跌129點或2.2%，收5,900點；恆生科技指數跌131點或3.3%，收3,892點。大市全日成交總額750.91億元，滬、深港通南下交易淨流入35.2億及25.68億元人民幣。
華為與奇瑞首款合作智電動車智界S7發布，車股受壓。蔚來(09866.HK)及小鵬(09868.HK)跌5.4%及6.4%，長汽(02333.HK)及比亞迪(01211.HK)跌4.5%及2%。理想(02015.HK)第三季非美國公認會計準則純利34.78億人幣，該股隨同業跌6.5%。吉利(00175.HK)已就擬分拆極氪上市向美國證交會公開提交註冊聲明，股價跌2.9%。汽車代理中升(00881.HK)跌5%。
晶片股下滑，中芯(00981.HK)第三季純利按年跌80%，季度毛利率指引遜券商預期，股價跌6.8%。華虹(01347.HK)第三季純利跌87%，股價挫15.8%報16.96元。
其餘科技股下跌，微博(09898.HK)第四季收入指引令部分券商失望，股價跌6.4%。阿里(09988.HK)跌3.1%報79.6元，騰訊(00700.HK)跌1.3%報302.8元，美團(03690.HK)、小米(01810.HK)、京東(09618.HK)及百度(09888.HK)跌2.9%至3.7%，嗶哩嗶哩(09626.HK)及快手(01024.HK)跌4.8%及5%。此外，美圖(01357.HK)、金山雲(03896.HK)及閱文(00772.HK)跌4.2%至5.4%。
匯豐報告指澳門賭客平均開支下降，濠賭股受壓，銀娛(00027.HK)跌6.5%，金沙中國(01928.HK)、澳博(00880.HK)及美高梅中國(02282.HK)跌3.5%至4%。永利澳門(01128.HK)第三季經調整後物業EBITDAR轉賺2.55億美元，但股價挫12.8%。
地產股偏軟，新世界(00017.HK)及領展(00823.HK)跌逾2%，九倉置業(01997.HK)挫5.4%。港鐵(00066.HK)東涌東站第一期無收到任何標書，股價跌1.5%報28.65元。
金融股方面，匯控(00005.HK)跌0.3%報57.3元，恆生(00011.HK)及中銀(02388.HK)跌2.6%及1.9%，港交所(00388.HK)及友邦(01299.HK)跌1.5%及0.9%，中國平安(02318.HK)跌2.2%。國壽(02628.HK)首十個月原保險保費收入按年升4.1%，股價跌2.5%。
其他股份方面，消費股蒙牛(02319.HK)及潤啤(00291.HK)跌逾3%。內房股龍湖(00960.HK)及綠城中國(03900.HK)跌2.9%及3.4%，融創中國(01918.HK)升5.3%。潤電(00836.HK)宣派特別息每股0.5元，股價升3.4%，為升幅最大藍籌。光伏股信義光能(00968.HK)跌7.9%，為跌幅最大藍籌。
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