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《港股》恆指低開39點 蔚來續抽高 科技股普遍偏軟
美國宣佈對歐盟及墨西哥三成關稅稅率,美股期貨偏軟。港股早市低開。恆指低開39點或0.2%,報24,100點;國指低開8點或0.1%,報8,679點;恆生科技指數低開8點或0.2%,報5,240點。 廣汽(02238.HK)預告半年轉虧18億至26億人民幣,股價低開1.9%報3.03元。零跑(09863.HK)兩名有限合夥人減持460萬H股,股價低開1.9%報56.65元。其他車股方面,蔚來(09866.HK)高開4.6%,中金指蔚來旗下L90式開啓預售,料L90有望在高端大三排1SUV市場保持領先,期待產品和盈利改善兌現,料港股較目標價41元有40%上行空行。 比亞迪(01211.HK)平開報120.1元,吉利(00175.HK)、理想(02015.HK)及小鵬(09868.HK)低開0.4%至0.8%,小米(01810.HK)高開0.3%。 科技股方面,阿里(09988.HK)低開0.7%,騰訊(00700.HK)及網易(09999.HK)高開0.1%,美團(03690.HK)低開0.2%,中芯(00981.HK)及快手(01024.HK)高開0.5%及0.6%,京東(09618.HK)、百度(09888.HK)、嗶哩嗶哩(09626.HK)、舜宇(02382.HK)及京東健康(06618.HK)低開1.1%至1.4%,新東方(09901.HK)低開1.8%。 金融股方面,匯控(00005.HK)低開1.2%報95.9元,港交所(00388.HK)及友邦(01299.HK)低開0.1%及0.5%,內房股潤地(01109.HK)高開1.2%。百濟神州(06160.HK)低開2.3%。
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