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《全日總結》恆指跌22點 科網股造淡 航運及煤炭股揚
美聯儲多名委員提及加快縮減買債及加息問題,港股在科技股帶動下走軟。恆指低開113點後跌幅擴大,曾跌337點見23,451點,午後跌幅收窄,並曾倒升13點見23,802點,全日跌22點或0.09%,收23,766點;國指跌50點或0.6%,收8,455點;恆生科技指數跌92點或1.57%,收5,925點。恆指季檢收市後調整,大市全日成交總額增至1,659.15億元,滬、深港通南下交易分別淨流入14.1億及30.27億元人民幣。 晉身藍籌的京東(09618.HK)及網易(09999.HK)各跌6%及4.8%,分別報321.6元及169.2元。阿裏巴巴(09988.HK)跌2.6%報119.4元,百度(09888.HK)跌2.9%報143元,汽車之家(02518.HK)跌4.4%報58.25元,嗶哩嗶哩(09626.HK)跌7.2%報450元。 其他科技股普遍下跌,騰訊(00700.HK)跌2.3%報462.6元,小米(01810.HK)升0.7%報19.66元,快手(01024.HK)跌3.6%報81.25元。美團(03690.HK)跌2.7%報241.2元。明源雲(00909.HK)跌3.3%,平安好醫生(01833.HK)升3.9%。 手機相關股造好,丘鈦(01478.HK)升4.7%,富智康(02038.HK)、舜宇(02382.HK)及鴻騰(06088.HK)各升2.6%至3.4%。晶片股華虹半導體(01347.HK)跌4.2%,個人電腦生產商聯想集團(00992.HK)逆升3.5%。 電動車板塊受壓,比亞迪(01211.HK)跌2.5%,小鵬汽車(09868.HK)及理想汽車(02015.HK)各跌6.5%及5.3%。 內房股方面,佳兆業(01638.HK)公告2021年到期6.5%優先票據交換要約及同意徵求失效,股價跌8.8%報0.93元。中國奧園(03883.HK)逾6.5億美元融資因評級下調被要求償還,股價挫11.9%報1.78元,同系奧園健康(03662.HK)跌2.6%。恆大系方面,中國恆大(03333.HK)跌0.9%,恆大物業(06666.HK)及恆大汽車(00708.HK)各升2.2%及7.6%。 電力見追捧,潤電(00836.HK)及華電國際(01071.HK)各升5.3%及6.5%,華能國電(00902.HK)及中國電力(02380.HK)各升7.1%及8.4%。發改委上調明年煤炭基準價,煤炭股神華(01088.HK)、兗煤(01171.HK)及中煤能源(01898.HK)各升4.8%至7.5%。 寧波舟山港上調裝卸費10%,招商局港口(00144.HK)及中遠海運港口(01199.HK)各升17.1%及9.6%,青島港(06198.HK)升6.1%。
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