《半日總結》恆指跌101點 恆大升逾13% 金礦股揚
阿思達克 12-04 12:23
恆指今日(4日)跟隨外圍高開88點，惟其後反覆倒跌，曾跌116點低見16,713點，再創逾一年低，中午收報16,729點，跌101點或0.6%；國指跌35點或0.6%，報5,726點；恆生科技指數跌51點或1.3%，報3,779點。大市半日成交總額617.41億元。滬、深港通南下交易半日淨流入7.87億及1,920萬元人民幣。
恆指季檢今日起生效，理想(02015.HK)及藥明康德(02359.HK)首日染藍均低開，半日各跌3.6%及6.8%。藥明生物(02269.HK)跌23.8%中途停牌，公司今日召開業務最新消息會議，透露藥物開發業務端及生產端預料之外影響收入和利潤，料今年毛利率及增速具挑戰。
憧憬聯儲局明年減息，金價創新高，金礦股紫金(02899.HK)升4.3%，為表現最佳藍籌股。靈寶黃金(03330.HK)升8.5%。中國黃金國際(02099.HK)升6.2%。招金礦業(01818.HK)及山東黃金(01787.HK)分別升3.9%及2.5%。
科技股方面，騰訊(00700.HK)升0.2%。阿里(09988.HK)跌近1%，集團系內阿里網絡重組，杭州灝月接手上市公司股權。據報美團(03690.HK)管理層重大變動，調整多個核心業務負責人，股價跌1.6%。聯想(00992.HK)升3.3%。嗶哩嗶哩(09626.HK)及小米(01810.HK)升1.8%及0.8%。而網易(09999.HK)跌4.2%。快手(01024.HK)跌3.8%。京東(09618.HK)及百度(09888.HK)齊跌逾1%。
恆大(03333.HK)半日升13.5%，其清盤聆訊押後至1月29日，公司另澄清從未盈利過報告並無實際依據。
其他內房股方面，據報多間內地商業銀行目前未收到白名單相關文件，旭輝(00884.HK)跌5.1%。寶龍地產(01238.HK)跌4.2%。龍湖(00960.HK)、雅居樂(03383.HK)、碧桂園(02007.HK)及遠洋(03377.HK)各跌1.3%至3.8%。傳龍光(03380.HK)擬尋求再推遲清盤呈請聆訊，股價跌1.4%。當代置業(01107.HK)則升12.7%。
車股小鵬(09868.HK)11月交付再突破兩萬輛，增長245%，股價跌2.4%。據報蔚來(09866.HK)已獲得獨立造車資質，最快今日將官宣相關消息，股價跌1.6%。比亞迪(01211.HK)11月新能源車銷量按年增長31%至逾30萬輛，股價升0.4%。吉利(00175.HK)跌0.1%，公司11月總銷量20萬輛，按年增38%。
本地地產股靠穩，長實(01113.HK)升1.9%，同系長江基建(01038.HK)升2.4%。九龍倉置業(01997.HK)升1.4%。新地(00016.HK)、信置(00083.HK)與恆地(00012.HK)升0.4%至0.9%。
重磅金融股方面，匯控(00005.HK)升1%。港交所(00388.HK)跌1.4%。友邦(01299.HK)跌0.5%。
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