《半日總結》恆指跌121點 車股及內需弱 內房回吐
阿思達克 12-13 12:27
中央經濟工作會議強調進一步推動經濟回升向好，明年堅持穩中求進，一視同仁滿足不同所有制房企合理融資需求等。港股早市在觀望美聯儲議息結果下偏軟，恆指低開62點後向下，曾跌154點見16,219點，半日跌121點或0.7%，報16,252點；國指跌56點或1%，報5,558點；恆生科技指數跌30點或0.8%，報3,699點。大市半日成交總額369.44億元，滬、深港通南下交易半日淨流入12.84億及9.2億元人民幣。
內房股昨日(12日)抽高後回吐，越秀地產(00123.HK)、旭輝(00884.HK)、合景泰富(01813.HK)及融創中國(01918.HK)跌6.6%至7.4%，綠城中國(03900.HK)跌5.1%，中海外(00688.HK)、龍湖(00960.HK)及潤地(01109.HK)跌3%至3.5%。碧桂園(02007.HK)據報料可避免首次境內債違約，股價升1.3%。
中汽協指上月新能源汽車出口按月跌22%，車股受壓。蔚來-SW(09866.HK)及小鵬-W(09868.HK)跌5%及6.6%，比亞迪(01211.HK)跌2%報203.2元。理想-W(02015.HK)披露本月銷量已達1.3萬輛，股價仍跌2.5%。中央經濟工作會議提出著力擴大內需，但內需股走軟，康師傅(00322.HK)、潤啤(00291.HK)、安踏(02020.HK)、李寧(02331.HK)均跌逾3%，維達(03331.HK)、青啤(00168.HK)及中免(01880.HK)跌4.6%至5.7%。
科技股方面，阿里-SW(09988.HK)及騰訊(00700.HK)跌0.9%，京東-SW(09618.HK)及美團-W(03690.HK)跌2.3%及2.5%、網易-S(09999.HK)及小米-W(01810.HK)升1.5%及1.8%，百度-SW(09888.HK)跌0.4%。此外，東方甄選(01797.HK)及微盟(02013.HK)跌7.2%及9.6%，金蝶(00268.HK)及金山雲(03896.HK)跌逾3%。
美國能源信息署下調明年油價預測觸發油價下挫，中海油(00883.HK)跌2.4%。石藥(01093.HK)一項神經系統藥物獲藥監局批准開展臨床試驗，股價逆升0.9%，其餘藍籌方面，匯控(00005.HK)及港交所(00388.HK)跌0.2%及0.8%，友邦(01299.HK)升1%，招行(03968.HK)趺3.7%。
藥師幫(09885.HK)最大股東承諾禁售期後半年不減持，股價半日仍挫43.1%。科濟藥業-B(02171.HK)旗下藥物被美國監管當局叫停臨床試驗，股價挫26.9%。航空股國泰(00293.HK)升2%，大摩報告指本港至歐美空運費率急增，看好該股。
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