《半日總結》恆指跌337點 科指下滑逾3% 美團及小米捱沽
阿思達克 01-08 12:24
美元兌人民幣回升至近7.16，港股早市受科技股拖累下走低，恆指高開46點後下跌，半日跌337點或2%，報16,197點；國指跌137點或2.5%，報5,469點；恆生科技指數跌113點或3.2%，報3,479點。大市半日成交總額479.07億元，滬、深港通南下交易半日淨流入10.12億及1.02億元人民幣。
科網股下滑，小米(01810.HK)及嗶哩嗶哩(09626.HK)各跌5.5%及5.9%，美團(03690.HK)、京東(09618.HK)及網易(09999.HK)跌3.4%至4.4%，阿里(09988.HK)跌2.3%，騰訊(00700.HK)走低1.7%。此外，萬國數據(09698.HK)跌6.3%，微盟(02013.HK)、中軟(00354.HK)及中芯(00981.HK)跌逾4%。據報董宇輝旗下公司已獲出版物零售及食品經營許可，東方甄選(01797.HK)半日跌1.7%報28.5元。
市場繼續關注車市競爭，車股小鵬(09868.HK)挫9.2%，零跑(09863.HK)及蔚來(09866.HK)跌5.3%及4.5%，吉利(00175.HK)及比亞迪(01211.HK)跌3.3%及2.5%，汽車代理中升(00881.HK)跌5.5%。個別醫藥股顯著受壓，中國中藥(00570.HK)及威高(01066.HK)挫12.4%及11.2%，藥明生物(02269.HK)及綠葉製藥(02186.HK)跌5.3%及4.8%，石藥(01093.HK)跌3.9%。
消費股疲弱，高鑫零售(06808.HK)跌近8%，維他奶(00345.HK)及九毛九(09922.HK)跌逾5%。李寧(02331.HK)跌4.5%報18元。蒙牛(02319.HK)、中國飛鶴(06186.HK)、青啤(00168.HK)、統一企業中國(00220.HK)、萬洲(00288.HK)、海底撈(06862.HK)及中免(01880.HK)均跌逾3%。
深圳擬出新規推進城中村改造涉全市約40%建面。內房股仍普遍隨大市向下，中海外(00688.HK)、潤地(01109.HK)、旭輝(00884.HK)及合景泰富(01813.HK)跌2.8%至3.8%。融創中國(01918.HK)上月合同銷售額按年跌33%，股價升0.7%。恆大汽車(00708.HK)停牌，同系恆大(03333.HK)跌1.8%。物管股中海物業(02669.HK)跌5.1%。
金融股方面，匯控(00005.HK)升0.2%，友邦(01299.HK)跌1.7%，港交所(00388.HK)跌3.4%。內險股中國平安(02318.HK)及國壽(02628.HK)跌逾3%，太保(02601.HK)跌4.2%。內銀股工行(01398.HK)及招行(03968.HK)跌2.1%及3%。
新奧能源(02688.HK)高開5.5%後向下，半日倒跌3.2%，大和升新奧能源投資評級至「跑贏大市」及上調目標價至63元，指公司今年最壞情況已過及可重回增長。
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