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《港股》恆指低開95點 美團績前偏軟 晶片股逆漲
美國總統特朗普對歐盟五成關稅押後至7月9日,美股期貨反彈。港股早市低開,恆指低開95點或0.4%,報23,505點;國指低開33點或0.4%,報8,550點;恆生科技指數低開16點或0.3%,報5,229點。 科技股方面,內地擬規範網絡交易平臺向經營者收取傭金等服務收費行爲,美團(03690.HK)日內(26日)公佈業績,該股低開0.5%報136.2元。明日(27日)公佈業績的小米(01810.HK)及快手(01024.HK)各低開0.8%及0.5%,分別報52.6元及48.5元。阿里(09988.HK)低開0.3%報118.5元,騰訊(00700.HK)低開0.6%報515元,京東(09618.HK)及網易(09999.HK)低開0.8%及2.1%,嗶哩嗶哩(09626.HK)高開1.1%。 此外,晶片股中芯(00981.HK)及華虹(01347.HK)高開1.9%及2.4%。特朗普威脅對非美國智能手機產品開徵25%關稅,比亞迪電子(00285.HK)及丘鈦(01478.HK)各低開1.6%,舜宇(02382.HK)低開1%。 電池股寧德時代(03750.HK)平開報322.4元。車股吉利(00175.HK)低開3%,比亞迪(01211.HK)、蔚來(09866.HK)及小鵬(09868.HK)低開1%至1.5%。消費股方面,名創優品(09896.HK)首季純利跌29%,股價低開14.8%報36元,高盛指毛利率低於市場的預期,新DTC(Direct-to-Consumer)門市的開設可能會繼續在短期內對利潤率造成不利影響。同程旅行(00780.HK)首季純利升69%,股價高開3.4%報21.2元。 金融股方面,匯控(00005.HK)低開0.9%,港交所(00388.HK)高開1.2%,友邦(01299.HK)低開0.2%。醫藥股恆瑞(01276.HK)低開1.6%報54.25元。其他股份方面,紫金(02899.HK)卡庫拉銅礦因礦震暫停作業,股價低開1.4%。金朝陽(00878.HK)私有化未獲法院會議批準,股價低開14.5%報5.55元。
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