《半日總結》恆指跌140點 阿里下滑近7% 藥明系股價挫
阿思達克 02-08 12:28
港股早市受阿里-SW(09988.HK)拖累下跌。恆指低開93點，其後曾倒升11點見16,093點後再度向下，半日跌140點或0.9%，報15,941點；國指跌43點或0.8%，報5,378點；恆生科技指數跌10點或0.3%，報3,179點。大市半日成交總額縮減至416.11億元，滬、深港通南下交易半日淨流入21.41億及14.28億元人民幣。
阿里季績符預期，但券商關注公司增加核心業務投資短期影響盈利，阿里跌6.8%報69.8元。其他科技股方面，騰訊(00700.HK)及京東-SW(09618.HK)跌1.1%及1.7%，美團-W(03690.HK)、小米-W(01810.HK)、百度-SW(09888.HK)及快手-W(01024.HK)跌不足1%，網易-S(09999.HK)逆市升1.2%。晶片股中芯(00981.HK)及華虹(01347.HK)反彈3.1%及8.7%。據報蘋果正開發至少兩款橫向折疊iPhone，蘋果概念股高偉電子(01415.HK)及丘鈦(01478.HK)炒高7.6%及7.7%，比亞迪電子(00285.HK)亦升2.1%。
車股上升，比亞迪(01211.HK)升2%，理想-W(02015.HK)及長汽(02333.HK)漲逾3%。長汽公布上月汽車銷量按年升69%。消費股方面，市場憧憬阿里出售非核心線下零售業務，高鑫零售(06808.HK)漲9.6%。百勝中國(09987.HK)回吐，半日跌5.2%。此外，阿里影業(01060.HK)、貓眼娛樂(01896.HK)、九毛九(09922.HK)及青啤(00168.HK)升2.4%至3%，普拉達(01913.HK)及海爾智家(06690.HK)跌3%及2.5%。
據報美參議院生物安全法案再度獲多名議員和議，藥明系股價下挫。藥明合聯(02268.HK)趺15.5%，藥明生物(02269.HK)及藥明康德(02359.HK)跌7.5%及8%。中國中藥(00570.HK)開市前停牌，早前傳出研究對其私有化的國藥(01099.HK)跌1.4%。其他醫藥股方面，翰森(03692.HK)、華潤醫藥(03320.HK)及白雲山(00874.HK)均漲逾2%，康希諾(06185.HK)升4%。
內房項目融資「白名單」出爐，涉逾3,200個項目。內房股上漲，融創中國(01918.HK)升7.7%，富力(02777.HK)、遠洋(03377.HK)、雅居樂(03383.HK)及新城發展(01030.HK)升4%至4.9%，碧桂園(02007.HK)及萬科(02202.HK)升3%及3.1%。內銀股建行(00939.HK)、農行(01288.HK)及工行(01398.HK)跌1%至1.6%，中行(03988.HK)跌2%。
其他股份方面，匯控(00005.HK)跌0.4%，港交所(00388.HK)平收報243.6元，友邦(01299.HK)升0.2%。電訊基建股中興(00763.HK)及長飛光纖光纜(06869.HK)升5.5%及5.8%。
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