《半日總結》恆指跌312點 內房及消費股弱 百度反彈
美債孳息在亞洲時段上漲,人民幣走軟,港股早市隨外圍向下。恆指低開186點,早段短幅曾收窄至19點見16,197點,其後再度走弱。半日跌312點或1.9%,報15,904點;國指跌100點或1.9%,報5,345點;恆生科技指數跌79點或2.3%,報3,324點。大市半日成交總額404.7億元,滬、深港通南下交易半日淨流入14.42億及8.82億元人民幣。
內房股受壓,融創中國(01918.HK)及遠洋(03377.HK)跌8.9%及8.1%,龍湖(00960.HK)、越秀地產(00123.HK)及合景泰富(01813.HK)跌6.1%至7.1%,金茂(00817.HK)跌5.6%。碧桂園集團預計年內交付量逾48萬套房,碧桂園(02007.HK)跌5.6%,同系物管股碧服(06098.HK)跌5%。
消費股亦向下,康師傅(00322.HK)跌5.8%,百威亞太(01876.HK)跌4.8%,恆安(01044.HK)、蒙牛(02319.HK)、李寧(02331.HK)、高鑫(06808.HK)、名創優品(09896.HK)及中免(01880.HK)各跌逾3%。電動車股比亞迪(01211.HK)跌1.3%,理想(02015.HK)及小鵬(09866.HK)跌逾2%。醫藥股石藥(01093.HK)及中國中藥(00570.HK)亦跌3%。海普瑞(09989.HK)收關注函,要求成立專項工作組追回有關資金,股價跌2.9%報2.99元。
百度(09888.HK)澄清未與學術論文作者合作或提供任何客製化服務,該股早市反彈1.5%。抖音否認洽購阿里(09988.HK)大文娛業務,阿里跌2.4%。騰訊(00700.HK)、美團(03690.HK)、小米(01810.HK)及京東(09618.HK)跌2.7%至3.2%。網易(09999.HK)及快手(01024.HK)跌1.4%及2.1%。此外,京東健康(06618.HK)跌6.7%。聯想集團(00992.HK)、舜宇(02382.HK)、阿里健康(00241.HK)及物流股京東物流(02618.HK)亦跌逾4%。
金融股方面,匯控(00005.HK)跌2.9%報59.2元,渣打(02888.HK)及港交所(00388.HK)跌3.5%及3.6%,友邦(01299.HK)跌1.5%,中國平安(02318.HK)、國壽(02628.HK)及招行(03968.HK)跌2.3%。本地地產股新世界(00017.HK)及九倉置業(01997.HK)跌2.4%及3.1%。波羅的海指數跌至4個月低,航運股海豐(01308.HK)及太平洋航運(02343.HK)跌3%及2.9%。
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