《半日總結》恆指跌246點 消費、汽車及內房股弱 網易逆升5%
阿思達克 01-02 12:28
港股於今年首個交易日紅盤高開後下跌。恆指高開87點後掉頭向下，曾跌逾290點見16,754點，半日跌246點或1.4%，報16,800點；國指跌92點或1.6%，報5,676點；恆生科技指數高開46點或1.2%，報3,718點。大市半日成交總額429.67億元，滬、深港通南下交易半日淨流入13.5億及15.53億元人民幣。
消費股走弱，燕京啤酒預告去年全年盈利少於去年首三季盈利，啤酒股潤啤(00291.HK)挫7.2%，青啤(00168.HK)及百威亞太(01876.HK)跌4.2%及4.7%。中金發報告料體育用品股李寧(02331.HK)去年純利按年跌23%，短期仍面臨壓力，李寧跌5.5%，同業特步(01368.HK)及安踏(02020.HK)跌4.3%及3.2%。免稅店股中免(01880.HK)及餐飲股九毛九(09922.HK)跌4.4%及4.9%。
多間車企公布月度交付數據，車股出現回吐，理想(02015.HK)、零跑(09863.HK)及蔚來(09866.HK)跌逾6%。吉利(00175.HK)及比亞迪(01211.HK)各倒跌逾2%。小鵬(09868.HK)高開4.1%，半日升幅收窄至0.4%，恆大汽車(00708.HK)披露紐頓集團相關認購協議已失效，股價跌15.7%。
內房股下滑，越秀地產(00123.HK)、龍湖(00960.HK)、潤地(01109.HK)及恆大(03333.HK)跌5%至6%，萬科(02202.HK)及中海外(00688.HK)跌3.5%。內房物管股中海物業(02669.HK)終止向同系收購工程諮詢業務獲市場歡迎，股價半日升6.7%。
中資金融股方面，內險股中國平安(02318.HK)及中國太平(00966.HK)跌3.4%及3%，國壽(02628.HK)跌2.2%。
科技股方面，騰訊(00700.HK)升1.2%報297.2元，網易(09999.HK)升5.1%。阿里(09988.HK)、快手(01024.HK)及小米(01810.HK)跌1.1%至1.4%，美團(03690.HK)及京東(09618.HK)跌2.4%，百度(09888.HK)宣布關聯方Moon終止對YY Live的股權收購協議，股價倒跌0.6%。微盟(02013.HK)及萬國數據(09698.HK)跌4.5%及4%。手機相關股方面，比亞迪電子(00285.HK)收購Jabil移動電子製造業務條件達成，股價半日倒跌2.7%。舜宇(02382.HK)跌4.4%。
其他股份方面，匯控(00005.HK)完成出售法國零售銀行業務，股價倒跌0.5%報63.4元。港交所(00388.HK)及友邦(01299.HK)跌2.1%及2.7%，恆生(00011.HK)跌3.2%。澳門上月博彩收入按年增4.3倍，濠賭股美高梅中國(02282.HK)及金沙中國(01928.HK)升2.9%及3.7%。
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