《半日總結》恆指跌105點 小米逆漲3% 蘋果概念股熱炒
美股道指隔晚(27日)跌56點或0.2%,市場觀望美國PCE通脹指標。港股早市窄幅偏軟。恆指高開16點後下跌,曾跌122點一度低見17,402點,半日跌105點或0.6%,報17,419點;國指跌43點或0.7%,報5,981點;恆生科技指數跌12點或0.3%,報4,019點。大市半日成交總額435.86億元,滬、深港通南下交易半日淨流入11.98億及7.12億元人民幣。
科技股方面,阿里(09988.HK)跌2%報74.6元,騰訊(00700.HK)跌1.1%報319.2元。美團(03690.HK)公布季績在即,股價半日跌3.3%報105元。華泰證券料小米(01810.HK)本季手機平均售價有所上漲,小米股價逆升3.4%。百度(09888.HK)及網易(09999.HK)升0.9%及0.4%,京東(09618.HK)及快手(01024.HK)跌1.3%及4%,快手公布下架10餘部違規微短劇。
遭沽空報告指控誇大收入的商湯(00020.HK)跌5.6%報1.36元,商湯指沽空報告並無依據保留採取適當行動權利。
傳蘋果VisionPro內地供應鏈比例達60%,蘋果概念股熱炒,高偉電子(01415.HK)及丘鈦(01478.HK)升6.5%及6.8%,舜宇(02382.HK)升4.3%。瑞聲(02018.HK)獲高盛上調目標價,股價升7.8%。
車股理想(02015.HK)升0.6%,比亞迪(01211.HK)跌1.5%。消費股方面,啤酒股百威亞太(01876.HK)跌2.2%,歐舒丹(00973.HK)半日跌3.3%。維他奶(00345.HK)績後遭券商下調目標價,股價跌4.1%。醫藥股逆市升,翰森(03692.HK)及康哲藥業(00867.HK)升5.2%及6.1%,石藥(01093.HK)升2.9%。
金融股方面,匯控(00005.HK)跌0.1%報59.8元,港交所(00388.HK)及友邦(01299.HK)跌0.7%及0.3%。此外,內險股中國平安(02318.HK)及太保(02601.HK)跌1.8%及2.1%。內銀股招行(03968.HK)跌2.9%,建行(00939.HK)跌0.2%。
交行(03328.HK)與15家房企座談,擬進一步支持房企融資需求,交行升0.6%。內房股融創中國(01918.HK)附屬出售上海項目權益,減債25億人民幣,股價升0.8%。其他內房股方面,遠洋(03377.HK)跌5%,旭輝(00884.HK)及合景泰富(01813.HK)跌4.3%及3.8%,富力(02777.HK)跌3.1%。
電視廣播(00511.HK)重組業務及削減電視頻道,股價高開8.1%,半日升2.9%報3.57元。中燃氣(00384.HK)半年純利跌44%,半日股價跌5.9%。
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