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《全日總結》恆指升13點 內房回落 世茂跌8%
美股昨日(7日)在晶片股帶動下造好,納指升3%,道指亦漲492點或1.4%,港股昨日急升後表現反覆。恆指高開106點後,在23,900點至24,100點之間爭持,全日波幅190點,收市升13點或0.06%,報23,996點;國指跌4點或0.05%,收8,522點;恆生科技指數升1點或0.03%,收5,970點。大市全日成交總額縮減至1,161.18億元,滬、深港通南下交易分別淨流入18.05億及14.87億元人民幣。 中概股迴流股份方面,阿裏巴巴(09988.HK)回吐4.7%報120.6元,網易(09999.HK)及百度(09888.HK)各跌1.9%及2%,汽車之家(02518.HK)升3.2%。微博(09898.HK)首日在港第二上市收報253.2元,較上市價272.8元低7.2%。 其他科技股方面,騰訊(00700.HK)升0.7%報467元,小米(01810.HK)跌0.1%報19.22元,美團(03690.HK)跌0.2%報245.2元。京東健康(06618.HK)及微盟(02013.HK)各升4.2%及3.1%。大摩上調蘋果目標價,蘋果股價創新高,手機相關股造好。舜宇(02382.HK)升3.9%,比亞迪電子(00285.HK)升5.7%。 融創(01918.HK)再減持貝殼股份套現5.3億美元,料錄交易稅前虧損逾56億人民幣,股價跌3.7%。其餘內房股普遍回落,奧園(03883.HK)及世茂(00813.HK)各跌6.5%及8%。評級機構標普指恆大(03333.HK)違約恐無法避免,恆大跌5.5%,同系恆大物業(06666.HK)及恆大汽車(00708.HK)各跌3.1%及5.8%。佳兆業(01638.HK)停牌,同系佳兆業美好(02168.HK)跌2.3%,佳兆業資本(00936.HK)跌8.7%。 醫藥股方面,野村首次覆蓋18家內地醫藥公司,首選中生製藥(1177.HK)、藥明生物(02269.HK)及信達生物(01801.HK)等,中生製藥及信達生物各升1.5%及1.4%,藥明生物升4.9%。據報內地青島港及日照港計劃調整裝卸業務收費,青島港(06198.HK)股價未受刺激,全日跌0.5%。航運股東方海外(00316.HK)及中遠海控(01919.HK)則升3%及3.3%。 電力股受捧,潤電(00836.HK)及華能國電(00902.HK)各升6.1%及7.9%,中國電力(02380.HK)升11.4%,創逾六年新高;環保股光大環境(00257.HK)升5.6%。資源股江銅(00358.HK)及俄鋁(00486.HK)各升2.9%及3.1%,贛鋒鋰業(01772.HK)升5.2%。 其他藍籌方面,匯控(00005.HK)跌0.3%報45.5元,港交所(00388.HK)跌0.3%報471.2元,友邦(01299.HK)升1.3%報83.2元,李寧(02331.HK)升5.4%報92.15元,潤啤(00291.HK)升3%報64.35元。
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