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《半日總結》恆指跌114點 比亞迪電子挫逾9% 內險股受壓
美國科技巨擘蘋果及亞馬遜季績遜預期,市後股價受壓影響亞太區早市,港股今日早市向下。恆指低開88點,早段跌幅曾擴大至241點見25,314點,其後跌幅曾收窄至39點見25,516點,半日跌114或0.45%,報25,444點;國指跌39點或0.44%,報9,013點;恆生科技指數跌29點或0.45%,報6,416點。大市半日成交總額621.76億元,滬、深港通南下交易半日分別淨流入11.43億及2.21億元人民幣。 科技股方面,騰訊(00700.HK)跌0.7%報484.8元,阿裏巴巴(09988.HK)跌0.7%報164.1元,小米(01810.HK)跌1.1%報21.6元,美團(03690.HK)升0.2%報272.8元,京東(09618.HK)跌0.5%。 衛健委近日諮詢互聯網診療監管、倡公開收費標準,平安好醫生(01833.HK)早市股價急跌12.9%。此外,阿裏健康(00241.HK)及明源雲(00909.HK)各跌2.3%及4.3%。手機相關股方面,比亞迪電子(00285.HK)首三季純利跌50.2%,股價跌9.1%報23.45元。 內險股受壓,國壽(02628.HK)首三季新業務價值按年下降19.6%,半日股價跌3.4%報13.52元。新華保險(01336.HK)跌4.2%,中國平安(02318.HK)跌3.3%報56.45元,太保(02601.HK)跌2.2%。其他金融股方面,匯控(00005.HK)跌0.5%報46.75元,港交所(00388.HK)升0.8%報471.2元,友邦(01299.HK)跌1.8%報87.95元。內銀股郵儲行(01658.HK)首三季純利升22%,早市股價升3.5%, 內房股普遍下跌,萬科(02202.HK)及富力(02777.HK)各跌4.9%及4.3%,中國恆大(03333.HK)股價跌0.8%報2.39元。融創(01918.HK)出售部分貝殼ADS料錄投資虧損27.2億人幣,該股升0.2%報16.96元。 汽車股方面,比亞迪(01211.HK)第三季淨利潤跌28%,股價跌3.2%報292.2元。北京汽車(01958.HK)首三季多賺55%,惟瑞信指業績遜預期並下調目標價,北京汽車跌5.5%。內需股百威亞太(01876.HK)績後持續造好,半日升4.8%報21.65元。萬洲(00288.HK)、潤啤(00291.HK)及藍月亮(06993.HK)各升2.5%至3.6%,頤海(01579.HK)升6.5%。創維(00751.HK)再創逾四年高,半日升17.1%報4.45元。 油股方面,中石化(00386.HK)首三季淨利潤按年增近1.5倍,中石油(00857.HK)首三季淨利潤按年增近6.5倍,兩股各升0.8%及0.5%。中海油(00883.HK)升2.3%,中海油服(02883.HK)升5.7%。
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