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《港股》恆指低開115點 海底撈績後下滑 蔚來回吐8%
市場觀望英偉達本周稍後公布季績及美國PCE通脹數據,道指回吐349點或0.8%。港股早市隨外圍低開,恆指低開115點或0.4%,報25,714點;國指低開36點或0.4%,報9,211點;恆生科技指數低開44點或0.8%,報5,780點。 內地8月有166款國產網絡遊戲獲批,阿里、嗶哩嗶哩及網易等在列,阿里(09988.HK)及嗶哩嗶哩(09626.HK)低開2%,網易(09999.HK)低開1.3%。其後科技股方面,騰訊(00700.HK)、美團(03690.HK)及百度(09888.HK)低開0.2%至0.5%,快手(01024.HK)及京東(09618.HK)低開0.8%及1.1%,中芯(00981.HK)低開1.4%。小米(01810.HK)平開報53.5元, 藍思科技(06613.HK)中期純利增33%,股價低開0.3%報24.56元。儲能電池商雙登股份(06960.HK)首日掛牌開報22.5元,較上市價14.51元高55%。 乘聯會指內地上月新能源汽車銷量按月跌5%,吉利(00175.HK)、理想(02015.HK)及小鵬(09868.HK)低開0.3%至0.8%,比亞迪(01211.HK)高開0.1%。蔚來(09866.HK)低開8%,大摩指蔚來股價自6月低點反彈超過90%,目前已達目標價50.7元,市場情緒改善:儘管市場對蔚來復甦的可持續性仍有爭論,但該行注意到投資者對其潛在需求和執行風險的詢問明顯下降,反而更多關注明年初即將推出的L60與L80改款。 鋰業股贛鋒鋰業(01772.HK)折讓5.5%配股及溢價8.7%發可換股債 共淨籌逾25億元,股價低開1.9%報30.38元。 海底撈(06862.HK)中期純利跌14%,股價低開3.2%報14.41元。粵海投資(00270.HK)中期純利增11%,股價高開3%報7.1元。 金融股方面,匯控(00005.HK)、港交所(00388.HK)及友邦(01299.HK)低開0.4%至0.6%。
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