《港股》恆指高開165點 監管機構介入電商「內捲」 美團京東上揚
據報美國總統特朗普正尋求對來自歐盟的所有商品徵收15%至20%的最低關稅,美股三大指數上周五(18日)收市個別發展,道指收跌142點或0.3%;納指輕微收升10點或0.05%。人行今早(21日)宣布,7月一年及五年期LPR分別為3%及3.5%均維持不變,均符預期。港股今早(21日)高開。恆指高開165點或0.7%,報24,991;國指高開69點或0.8%,報9,055。恆生科指高開65點或1.2%報5,604。
國家市監總局上周約談阿里-W(09988.HK)旗下餓了麼、美團-W(03690.HK)及京東-SW(09618.HK),要求外賣平台理性競爭。另內地近二十省市餐協發文呼籲外賣平台停止「內捲式」競爭。淘寶及餓了麼隨後雙雙發文,響應即時零售自律倡議;另淘寶閃購一線營運指內部規定絕不能搞「零元購」刷單。阿里今早高開2.6%報118.8元。美團高開4.5%報133元。京東高開3.2%報132.3元。
另小米(01810.HK)低開1%報56.4元。騰訊(00700.HK)高開0.7%報522.5元。
匯控(00005.HK)今日低開0.15%,報98元。英國《金融時報》報道,匯控(00005.HK)再次啟動新一輪主席的遴選工作,因未能找到足夠的合適人選進入最終名單。匯控主席杜嘉祺於今年稍早宣布將於9月底卸任,10月1日重返友邦(01299.HK)擔任獨立非執行主席。
內地進一步規範新能源汽車產業競爭秩序,中央指導組促新能源車龍頭企業合理競爭,發揮示範作用。主要車股今早普遍上升。小鵬-W(09868.HK)、比亞迪(01211.HK)小幅高開0.4%至0.5%、理想-W(02015.HK)、蔚來-SW(09866.HK)高開1.9%至2.9%。吉利(00175.HK)低開1.9%。
信義光能(00968.HK)今早高開0.35%,報2.84元,公司發盈警,指因產品跌價,預計上半年少賺56%至66%。同系信義玻璃(00868.HK)低開0.9%,報8.11元,其亦發盈警,預計上半年純利按年減少55%至65%。
內媒引述市場消息指,旭輝(00884.HK)在境內推進的百億規模公司債重組取得新進展。據悉,旗下「H21旭輝2」重組方案已獲債權人會議表決通過,該券餘額29.73億元人民幣。旭輝今早平開報0.275元。
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