《半日總結》恆指跌11點 藥明系急漲 中芯華虹受壓
阿思達克 02-07 12:25
美債孳息回落，道指隔晚(6日)收升141點或0.4%。港股今早(7日)先升後跌，恆指高開145點，初段升271點見16,408點後回落，中午收市前倒跌，半日跌11點或0.07%，報16,124點；國指跌39點或0.7%，報5,434點；恆生科技指數跌26點或0.8%，報3,216點。大市半日成交總額605.06億元，滬、深港通南下交易半日淨流入23.58億及7.64億元人民幣。
美國《生命安全法案》參議院版本未獲和議，受法案影響的藥明系急彈。藥明生物(02269.HK)及藥明康德(02359.HK)升7.3%及6.7%，藥明合聯(02268.HK)升11.5%。其他醫藥股方面，信達生物(01801.HK)上季總產品收入按年增長逾65%，股價漲8%。中生製藥(01177.HK)出售正大青島67%，對價18億人民幣，股價升1.7%。
晶片股受壓，中芯(00981.HK)預告毛利率承受高折舊壓力，並指行業產能利用率短期難以回到數年前高位，股價跌6.8%。華虹半導體(01347.HK)季度少賺78%毛利率降至僅4%，股價挫9.1%。其他科技股方面，網易-S(09999.HK)升0.7%，阿里-SW(09988.HK)及快手-W(01024.HK)跌1.4%，百度-SW(09888.HK)跌2.3%，騰訊(00700.HK)、美團-W(03690.HK)、小米-W(01810.HK)、京東-SW(09618.HK)及嗶哩嗶哩-W(09626.HK)跌不足1%。此外，萬國數據-SW(09698.HK)及阿里健康(00241.HK)升3.5%及5.3%。
消費股方面，百勝中國(09987.HK)全年純利升87%，派末期息16美仙，擬斥12.5億美元回購，股價漲14.5%報332元。九毛九(09922.HK)、普拉達(01913.HK)及南航(01055.HK)漲逾3%。貓眼娛樂(01896.HK)及高鑫零售(06808.HK)回吐5.6%及5.7%。車股比亞迪(01211.HK)及蔚來-SW(09866.HK)升逾2%。思捷環球(00330.HK)料上年度淨虧損擴至19億元，股價挫19.4%。
內房股下滑。富力(02777.HK)可能出售英物業實現淨收益近31億元，股價高開4.9%，半日倒跌2%。中海外(00688.HK)1月系內合約銷售按年跌20%，股價高開0.8%，半日倒跌4.6%。潤地(01109.HK)證實將進行重大組織架構調整，股價高開0.4%，半日倒跌3.7%。龍湖(00960.HK)及遠洋(03377.HK)亦跌逾4%。
其他藍籌方面，匯控(00005.HK)升0.6%報62.1元，港交所(00388.HK)跌0.4%報242.6元，友邦(01299.HK)升3.1%報64.2元。新地(00016.HK)升2%。
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