《半日總結》恆指跌512點 科指跌逾4% 長實集團挫近12%
港股屆業績高峰期,早市顯著下跌。恆指低開117點後跌幅擴大,半日跌512點或3%,報16,350點;國指低開203點或3.5%,報5,701點;恆生科技指數跌153點或4.3%,報3,429點。大市半日總成交額764.27億元,滬、深港通南下交易淨流入52.69億及35.54億元。
藍籌業績股方面,長實集團(01113.HK)削派息令市場意外,遭大摩下調投資評級,股價挫11.8%。東方海外(00316.HK)去年純利跌86%,連特別息派18.1美仙,股價挫15%,大摩發表技術意見報告指東方海外去年下半年派息不吸引且股價早前已大幅跑贏大市,料股價未來30日有下行風險。
中海油(00883.HK)去年純利跌13%,半日股價跌5.6%。中國平安(02318.HK)全年淨利潤跌23%,股價跌7%。長和(00001.HK)去年基本溢利跌9%,末期息降至1.775元,半日股價跌3.7%。恆地(00012.HK)去年基礎盈利升0.8%,末期息維持1.3元,股價升2.6%。中移動(00941.HK)去年純利升5%遜預期,股價跌0.4%。
據報阿里(09988.HK)減持嗶哩嗶哩ADR套現近3.6億美元,阿里跌3.3%,嗶哩嗶哩(09626.HK)跌8.4%。其他科技股方面,騰訊(00700.HK)及網易(09999.HK)跌2.7%,美團(03690.HK)及京東(09618.HK)跌逾5%。百度(09888.HK)及快手(01024.HK)跌3.8%及4.9%。中軟(00354.HK)、騰訊音樂(01698.HK)、阿里健康(00241.HK)、微盟(02013.HK)及微博(09898.HK)跌4.8%至6.2%,京東健康(06618.HK)跌11.7%。中國儒意(00136.HK)發盈喜,預告全年線上流媒體及遊戲業務利潤大增,股價炒升11.9%。
電動車股理想(02015.HK)及小鵬(09868.HK)跌10.1%及8.8%。零跑(09863.HK)及蔚來(09866.HK)跌4.5%及3.2%,比亞迪(01211.HK)跌1.6%。手機部件股舜宇(02382.HK)股價挫10.5%。瑞聲(02018.HK)升7.3%,市場憧憬光學業務毛利率改善。消費股隨大市下滑,潤啤(00291.HK)、蒙牛(02319.HK)、貓眼娛樂(01896.HK)及名創優品(09896.HK)跌5.2%至7.3%。李寧(02331.HK)、百威亞太(01876.HK)、恆安(01044.HK)、九毛九(09922.HK)及百勝中國(09987.HK)跌逾4%。新秀麗(01910.HK)尋求雙重上市,並指處早期階段,股價跌近9%。
其他股份方面,匯控(00005.HK)跌0.5%。港交所(00388.HK)及友邦(01299.HK)跌逾2%。金價破頂後倒跌,招金(01818.HK)及紫金(02899.HK)跌5.8%及4.7%,山東黃金(01787.HK)及中國黃金國際(02099.HK)跌逾3%。紡織股申洲(02313.HK)跌逾7%。
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