港股午評:三大指數齊跌 電商龍頭股下跌明顯 油價上升三桶油走強
格隆匯8月27日丨港股上午盤三大指數全線下跌,未能延續昨日上升行情。截止午盤,恒指跌0.27%,昨日曾創近期反彈新高,國指、恒生科技指數分別下跌0.2%及0.55%。

盤面上,大型科技股多數下跌,拼多多暗示未來利潤將下降,電商龍頭股阿里巴巴、京東均跌超4%,美團跌超2%,騰訊小幅走低,網易逆勢升超2%,百度升超1%;現貨黃金跌破2510美元/盎司,黃金股下跌明顯,中國黃金國際大跌近8%;多家房地產企業業績下滑,內房股與物管股齊跌,家電股繼續昨日弱勢行情。另一方面,利比亞停產及中東緊張局勢刺激油價上升,石油股拉昇明顯,三桶油均走強;煤炭價格觸底反彈在即,煤炭股表現活躍,電信股、汽車股、餐飲股多數上升。
板塊方面
國際油價3連升,“三桶油”逆勢走強,中石化升超4%。消息面上,近日,美聯儲釋放降息信號、以色列和真主黨之間的緊張局勢一度升級以及利比亞東部停止石油產出等消息疊加,對油市形成利好支撐,國際油價連續三日上升。其中,布油累升超4美元,升幅5.4%;美油累升超5美元,升幅7.2%。

電商龍頭股集體下挫,阿里巴巴、京東、美團皆走低。消息面上,拼多多昨晚公佈Q2營收不及預期,並在財報電話會上釋放出拼多多未來利潤將下降的信號,拼多多股價暴跌28.51%。

黃金股下跌明顯,中國黃金國際大跌近8%。現貨黃金短線小幅走低,一度跌破2510美元/盎司,日內跌0.33%。

個股方面
攜程大升超11%創月內新高 Q2淨利大增5倍 營收增長14%超預期。消息上,該公司二季度調整後每份ADS EPS為7.25元人民幣(單位下同),分析師預期5.22元;二季度營收127.9億元,同比增長14%,分析師預期127.5億元。錄得淨利39億元人,同比大幅增長501.85%。 上半年歸屬淨利潤從去年的40.1億元增至81.5億元,每股收益從5.98元增至11.93元。營業收入從204.7億元增至247.1億元。

亞洲水泥暴跌超28%,私有化計劃吿吹。消息面上,集團公佈,控股股東亞洲水泥股份提出以私有化決議案,最終未獲法院會議上批准。因此私有化建議及計劃已吿失效。

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