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《半日總結》恆指升30點 騰訊撐市 B站績後挫一成
美股隔晚(29日)個別發展,市場觀望PCE通脹指標及美聯儲主席鮑威爾演說。港股今日早市反覆靠穩。恆指低開8點,初段曾跌130點見16,863點,為今年新低,其後曾倒升71點見17,065點。半日升30點或0.2%,報17,024點;國指升23點或0.4%,報5,842點;恆生科技指數跌21點或0.6%,報3,888點。大市半日成交總額519.22億元,滬、深港通南下交易半日淨流入13.02億及9.78億元人民幣。 嗶哩嗶哩(09626.HK)第三季經調整淨虧損收窄至8.8億人民幣,大摩指公司上季網遊及廣告業務略遜預期,料明年收入有下行風險,該股跌11.1%報89.75元。微博(09898.HK)發行3億美元可轉換優先票據,股價跌3.7%。 Naspers截至9月止半年度減持1%騰訊(00700.HK)股份,騰訊早市升2%報323.2元。其他科技股方面,美團(03690.HK)早市回升0.9%。阿里(09988.HK)跌0.8%報72.15元,小米(01810.HK)Redmi智能手機全球累計銷量突破10億部,股價升0.4%。快手(01024.HK)升1.7%報57.9元。此外,金蝶(00268.HK)及心動(02400.HK)跌4.8%及4%,金軟(03888.HK)及阿里健康(00241.HK)跌3.3%及3%。 乘聯會數據指內地11月1日至26日新能源車零售較上月同期下降7%,車股理想(02015.HK)跌5.4%,長汽(02333.HK)、零跑(09863.HK)、小鵬(09868.HK)及比亞迪(01211.HK)跌2.4%至3.1%。市場關注吉利旗下電動車品牌極氪(Zeekr)上市進度,吉利半日跌2.2%。 內房股普遍反彈,融創中國(01918.HK)及恆大(03333.HK)升6.9%及7.1%,金茂(00817.HK)及龍湖(00960.HK)升3.4%及2.2%。旭輝(00884.HK)則跌3.1%。物管股華潤萬象(01209.HK)升2.2%。內需股農夫山泉(09633.HK)、蒙牛(02319.HK)、恆安(01044.HK)、青島啤酒(00168.HK)、康師傅(00322.HK)及李寧(02331.HK)升逾2%,滔搏(06110.HK)則跌3%。中國旺旺(00151.HK)遭大摩及中金齊降目標價,股價跌5%。歐舒丹(00973.HK)股價反彈8.1%。 金融股方面,匯控(00005.HK)跌0.3%報59.35元。LME在取消鎳交易訴訟中獲勝,港交所(00388.HK)倒跌0.4%報278.6元,友邦(01299.HK)跌2.6%報67.4元。電訊股中電信(00728.HK)升3.1%,聯通(00762.HK)及中移動(00941.HK)升2%及1.5%。 珠寶零售股六福(00590.HK)半年多賺43%獲多間券商唱好,半日股價升7.4%。
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