《港股》恆指半日跌165點 中芯及九倉置業績後捱沽 濠賭股偏弱
阿思達克 08-08 12:27
港股早市偏軟，恆指低開113點，其後在25,000點前爭持，半日跌165點或0.7%，報24,916點；國指跌55點或0.6%，報8,926點；恆生科技指數跌55點或1%，報5,491點。大市半日成交總額1,125.76億元。
晶片股中芯(00981.HK)次季純利按年跌19.5%，第三季收入及毛利率指引遜預期，半日股價跌5.6%。華虹(01347.HK)次季純利升19.2%，毛利率10.9%優於指引，股價高開後回吐，半日跌0.8%。
地產股九倉置業(01997.HK)半日股價下挫9%，為跌幅最大藍籌，瑞銀指九倉置業中期基本盈利低該行預期4%，中期股息每股0.66港元按年增長3%符合預期，但管理層零售租戶繼續持謹慎態度，料零售租金回報可能轉為負面，預計海港城將出現低單位數的租金下降，較上半年正向回報有所回落。
其他科技股方面，阿里(09988.HK)及嗶哩嗶哩(09626.HK)跌1.7%及2.1%，美團(03690.HK)、京東(09618.HK)及快手(01024.HK)跌0.2%至0.6%，騰訊(00700.HK)、網易(09999.HK)及百度(09888.HK)跌1%至1.3%。東方甄選(01797.HK)漲8.4%，心動(02400.HK)、閱文(00772.HK)、金蝶(00268.HK)及金山雲(03896.HK)跌2.8%至3.4%。手機部件股藍思科技(06613.HK)跌3%。
車股小米(01810.HK)及比亞迪(01211.HK)跌0.4%及0.8%，蔚來(09866.HK)及小鵬(09868.HK)升2.6%及2.8%。東風(00489.HK)與華為合作首款純電車SUV下周三預售，料本月底上市，東風集團半日股價抽高8.2%，半日成交逾12億元。
據報通用汽車將向寧德時代(03750.HK)購買電池，寧德時代升1.4%。汽車代理中升(00881.HK)跌2.7%，該股被剔出MSCI中國指數。
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%被大摩指遜預期，永利澳門跌7.5%。美高梅中國(02282.HK)中期純利跌11%，股價跌5.1%。其餘濠賭股受壓，澳博(00880.HK)及新濠國際(00200.HK)跌4%及4.1%，銀娛(00027.HK)跌近2%。
醫藥股恆瑞(01276.HK)及百濟神州(06160.HK)跌3%及6.1%，石藥(01093.HK)升6.1%。電訊股中移動(00941.HK)股價升1%。下周公布業績的聯通(00762.HK)及中電信(00728.HK)升2.8%及2.5%。資源股上升，洛鉬(03993.HK)及五礦資源(01208.HK)升4.3%及3.2%。金融股方面，匯控(00005.HK)、港交所(00388.HK)及友邦(01299.HK)跌0.7%至1.3%。
老鋪黃金(06181.HK)及藥明合聯(02268.HK)等被納入MSCI中國指數，老鋪黃金升2.6%，藥明合聯則跌1.1%。
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