《全日總結》恆指跌124點 美團下滑逾5% 碧服挫逾11%
日本央行宣布維持指標利率於負0.1%,符市場預期,日央行行長植田和男會後表示,下次會議上發出加息信號的可能性很低。港股方面,恆指今早(19日)低開77點後,初段跌幅擴大,曾跌221點一度低見16,408;隨後跌幅收窄,全日跌124點或0.75%,收報16,505點;國指跌41點或0.7%,收報5,592點;恆生科指跌22點或0.6%,收報3,707點。大市全日成交總額765.98億元,滬、深股通全日南向淨流入分別20.62億及7.07億元人民幣。
科技股騰訊(00700.HK)全日升0.06%。阿里(09988.HK)跌0.6%。小米-W(01810.HK)升1.5%。網易-S(09999.HK)升0.7%。京東-SW(09618.HK)跌2.7%。嗶哩嗶哩-W(09626.HK)跌3.7%。百度-SW(09888.HK)跌0.4%。快手-W(01024.HK)宣布25億元自動股份購回計劃,全日微跌0.09%。
美團-W(03690.HK)全日跌5.7%,報78.45元。市傳美團的競爭對手餓了麼獲抖音洽談收購,惟其後餓了麼回應指所謂「收購」完全是無稽之談,抖音內部人士回覆指沒有這個計劃。
蔚來-SW(09866.HK)股價升5.7%,集團宣布已與總部位於阿布扎比的投資主體CYVN訂立股份認購協議,CYVN將投入現金總額22億美元,以每股股份7.5美元的購買價認購2.94億股公司新發行A類普通股。小鵬-W(09868.HK)升2.8%。吉利(00175.HK)、理想-W(02015.HK)及比亞迪(01211.HK)則跌不足1%。
被多家大行唱淡的碧服(06098.HK)全日收挫11.7%,為表現最差藍籌股,公司宣布就關聯方所欠集團的貿易應收款項進行計提減值撥備18億至23億人民幣;及就商譽及其他無形資產減值計提14億至18億人民幣。因此,預計2023年度淨利潤將減少32億至41億人民幣。同系碧桂園(02007.HK)亦跌7.5%。同業藍籌潤地(01109.HK)跌1.3%、龍湖(00960.HK)跌5.5%、中海外(00688.HK)則靠穩微升0.1%。
藍籌醫藥類股偏軟,中生製藥(01177.HK)、藥明生物(02269.HK)、阿里健康(00241.HK)、石藥(01093.HK)及國藥(01099.HK)各跌1.3%至4.6%。
金融股方面,匯控(00005.HK)跌0.08%。友邦(01299.HK)及港交所(00388.HK)各跌0.9%。中國平安(02318.HK)指將從股東價值最大化出發解決平安證券與方正證券合併問題,股價跌1%。
本地地產股以九置(01997.HK)跌幅較大,全日跌3.7%。長實集團(01113.HK)亦跌3.1%。領展(00823.HK)升1.7%。
恆大汽車(00708.HK)指恆大集團(03333.HK)債務重組協議已到期,紐頓集團及利益相關方仍就交易條款進行磋商。兩隻股份分別升16.1%及跌3%。
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