《半日總結》恆指跌40點 地產及內房股漲 翰森挫9%
投資者在聖誕長周末前獲利回吐,道指跌475點或1.3%終止九連升。港股早市隨外圍偏軟,恆指低開158點後跌幅收窄,半日跌40點或0.3%,報16,573點;國指跌13點或0.2%,報5,599點;恆生科技指數跌28點或0.8%,報3,697點。大市半日成交總額362.04億元,滬、深港通南下交易半日淨流入12.06億及7.38億元人民幣。
減息憧憬繼續支持地產股,九倉置業(01997.HK)及新世界(00017.HK)升2.7%及2.6%,內房股普遍上漲,合景泰富(01813.HK)升5.6%,恆大(03333.HK)及雅居樂(03383.HK)升3.1%及3.7%,遠洋(03377.HK)及富力(02777.HK)升2.3%及2.7%。奧園(03883.HK)依據美國「破產法」申請破產保護,該股升0.48%報0.209元。物管股華潤萬象(01209.HK)升2.6%。
盒馬、餓了麼及阿里大文娛稱「資本規劃傳聞」不實,阿里(09988.HK)升0.4%報72.85元。其他科技股方面,騰訊(00700.HK)跌0.9%報311.4元,小米(01810.HK)、京東(09618.HK)、嗶哩嗶哩(09626.HK)及快手(01024.HK)跌1.3%至2%,美團(03690.HK)升1.5%。此外,中軟(00354.HK)、萬國數據(09698.HK)及東方甄選(01797.HK)各跌逾2%。手機部件股高偉(01415.HK)及瑞聲(02018.HK)跌3.4%及2.9%。
電動車股蔚來(09866.HK)回吐8%。理想(02015.HK)及小鵬(09868.HK)跌3.8%及2.8%,比亞迪(01211.HK)升0.1%報200.2元。消費股普遍上升,特步(01368.HK)及中國中免(01880.HK)升逾2%,康師傅(00322.HK)升1.4%。醫藥股翰森製藥(03692.HK)與葛蘭素史克訂立許可協議,股價半日吐9%,為半日表現最差藍籌。
紅海危機觸發外圍航運股上漲,海豐(01308.HK)及中遠海控(01919.HK)升4.6%及3.3%,東方海外(00316.HK)及中遠海運港口(01199.HK)升1.6%及1.9%。
金融股方面,匯控(00005.HK)及港交所(00388.HK)均跌近0.2%,友邦(01299.HK)跌1.6%。
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