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《港股》恆指低開113點 中芯、永利澳門及美高梅績後下滑
美國總統特朗普廣泛豁免半導體關稅,美股先升後回,道指倒跌224點或0.5%,納指則升0.4%。港股早市低開,恆指低開113點或0.5%,報24,968點;國指低開49點或0.5%,報8,932點;恆生科技指數低開45點或0.8%,報5,500點。 晶片股中芯(00981.HK)次季純利按年跌19.5%,里昂指第三季收入及毛利率指引低市場預期,股價低開3.8%。華虹(01347.HK)次季純利升19.2%,毛利率10.9%優於指引,股價高開0.5%。其他科技股方面,阿里(09988.HK)、美團(03690.HK)及快手(01024.HK)低開0.5%至0.8%,百度(09888.HK)、網易(09999.HK)及嗶哩嗶哩(09626.HK)低開1.2%至1.5%,騰訊(00700.HK)平開報567元,京東(09618.HK)平開報124元。 車股吉利(00175.HK)、比亞迪(01211.HK)、小米(01810.HK)、蔚來(09866.HK)及小鵬(09868.HK)低開0.6%至1%,理想(02015.HK)高開0.3%。東風(00489.HK)半年利潤預跌90%至95%,股價低開3%。據報通用汽車將向寧德時代(03750.HK)購買電池,寧德時代高開1.2%。 老鋪黃金(06181.HK)及藥明合聯(02268.HK)等被納入MSCI中國指數,老鋪黃金高開2.5%,藥明合聯則低開1%。濠賭股方面,永利澳門(01128.HK)母企次季澳門業務經調整物業EBITDAR按年跌9.5%,永利澳門股價低開0.6%,大摩指永利澳門第二季業績遜預期。美高梅中國(02282.HK)中期純利跌11%,股價低開2%。 金融股方面,匯控(00005.HK)、港交所(00388.HK)及友邦(01299.HK)低開0.4%至0.7%。
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