港股曾跌近300點 美團(03690.HK)績差挫9.5% 阿里(09988.HK)理想(02015.HK)績前受壓
港股承過去兩日跌勢,今早(28日)低開171點後,在美團-W(03690.HK)績後急挫拖累下,失守兩萬五關,初段曾跌299點,低見24,902,最新報24,942,跌259點或約1%,成交1,026.98億元。
美團次季業績遠遜市場預期,最新報105.3元,跌9.46%,屬藍籌股表現最差,成交113.02億元亦屬交投最活躍港股。另安踏(02020.HK)跌5.1%、即將「放榜」的阿里-W(09988.HK)及理想-W(02015.HK)各跌逾3%。京東-SW(09618.HK)、比亞迪(01211.HK)、比亞迪電子(00285.HK)、石藥(01093.HK)、申洲(02313.HK)及中通快遞-W(02057.HK)各跌約1.7%至2.4%。
新消費「明星股」偏弱,老鋪黃金(06181.HK)低開3.4%報700元,初段低見692.5元,現報698.5元,跌3.59%,成交24.79億元。蜜雪(02097.HK)今早(28日)平開走低,低見442.8元,現報443元,跌3.78%,成交1.05億元。即將染藍的泡泡瑪特(09992.HK)繼上日跌3.9%後,最新報319元,續跌1%,成交6.55億元。
蜜雪上日(27日)中午公布中期業績,上半年營業額148.75億元人民幣(下同),按年升39.3%。純利26.93億元,按年升42.9%;每股盈利7.23元。不派息。蜜雪全球首席運營官時朋昨表示,外賣大戰推動了該集團的國內店均營業額提升,增量訂單也顯著提升了門店盈利能力。但對門店服務質量、店員體驗、消費者體驗都造成了一些負面影響。公司已意識到,7月外賣業務增速相比6月份有所放緩,未來外賣業務預計將逐漸回歸常態。
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