《半日總結》恆指跌333點 李寧挫逾13% 科技及內房股弱
恆指低開185點後持續受壓,曾失守萬六關,一度跌362點低見15,972點,創逾一年新低,中午收報16,000點,跌333點或2%;國指跌143點或2.6%,報5,455點;恆生科技指數跌95點或2.6%,報3,609點。大市半日成交總額485.33億元,滬、深港通南下交易半日淨流入17.2億及5.05億元人民幣。
藍籌股中以李寧(02331.HK)表現最差,半日挫13.6%,公司斥22億元購恆地(00012.HK)「港匯東」設香港總部,瑞銀料李寧就非核心業務作開支對股價產生負面影響。
京東(09618.HK)創辦人兼主席劉強東指集團基礎依然在,相信一定會走出谷底,惟股價跌7.1%,同系京東健康(06618.HK)亦跌4.9%。
其科技股亦偏軟,阿里(09988.HK)跌3.5%。騰訊(00700.HK)跌2%。美團(03690.HK)及商湯(00020.HK)跌逾4%。快手(01024.HK)及百度(09888.HK)齊跌逾3%。網易(09999.HK)跌1%。小米(01810.HK)指汽車發布會時間還未定,定於12月28日僅屬考慮,股價跌2.7%。
醫藥股受壓,中生製藥(01177.HK)、翰森製藥(03692.HK)及藥明生物(02269.HK)跌3.1%至4.2%。
內房股方面,據報孫宏斌兒子接任融創(01918.HK)北京區域總裁,股價挫8.4%。龍湖(00960.HK)11月總合同銷售105億元人民幣按年減少39.8%,股價跌3.1%。碧桂園(02007.HK)跌2.7%,集團董事長楊惠妍指非常有信心修復集團資產負債表,料明年交付量逾40萬套。中國金茂(00817.HK)跌2.8%。
澳門經濟財政司司長李偉農預期,全年賭收將勝預期,惟濠賭股銀娛(00027.HK)跌2.3%。新濠國際(00200.HK)跌2.1%。澳博(00880.HK)跌1.7%。金沙(01928.HK)及永利(01128.HK)跌近1%。金界控股(03918.HK)創辦人因病辭世,股價挫9.5%。
車股比亞迪(01211.HK)跌2.9%,公司料年內將於內地設逾150間方程豹直營門店。吉利(00175.HK)跌3.2%,集團旗下A級SUV車型「博越L」已連續13個月銷量超過1萬輛。小鵬(09868.HK)跌1.7%。
金融股方面,匯控(00005.HK)逆市升0.3%。據報港交所(00388.HK)擬將行政總裁歐冠昇合約延長一年,股價跌2.8%。友邦(01299.HK)跌1.5%。國壽(02628.HK)跌3.7%。
此外,中升(00881.HK)跌逾5%。至於聯想(00992.HK)升2.6%,為表現最佳藍籌股。
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