《半日總結》恆指跌122點 科技股偏軟 濠賭股跑輸大市
市場觀望美稍後公佈通脹數據,美股納指昨(9日)回吐1.7%。港股連升多日後早市出現回吐,恆指低開184點,早段跌幅曾收窄至40點見24,214點,其後再度偏軟,半日跌122點或0.5%,報24,132點;國指跌31點或0.37%,報8,625點;恆生科技指數跌31點或0.51%,報6,071點。大市半日成交總額610.75億元,滬、深港通南下交易半日分別淨流入14.7億及11.06億元人民幣。
科技股方面,市場關注阿裏巴巴(09988.HK)牽頭財團或未能入主紫光集團,阿裏巴巴股價跌0.8%報122.4元,騰訊(00700.HK)跌0.6%報469.8元。據報小米(01810.HK)投資手機攝像頭部件研發商,小米半日跌0.5%報19.3元,美團(03690.HK)跌0.4%報246元,京東(09618.HK)升1.1%報314.4元,百度(09888.HK)及網易(09999.HK)各跌0.6%及1.7%。半新股雲音樂(09899.HK)盤中見184.5元上市新低,半日跌5.5%報188.5元。閱文(00772.HK)升5.6%報60.1元,該股本週初獲大摩唱好。
惠譽將恆大(03333.HK)及子公司恆大地產信貸評級下調至「限制性違約」,恆大跌1.7%報1.77元。花樣年(01777.HK)質押彩生活(01778.HK)股份被通知有權強制執行押記,彩生活股價半日跌9.5%。其餘內房股普遍走軟。世茂(00813.HK)跌3.9%,合景泰富(01813.HK)及萬科(02202.HK)各跌逾2%。
青島啤酒(00168.HK)據報遭復星子企及股東配售3,800萬股涉逾25.1億元,該股半日升0.8%報69.05元。其他內需股普遍隨大市偏軟,餐飲股海底撈(06862.HK)跌2.7%,九毛九(09922.HK)跌3.5%。濠賭股跑輸大市,銀娛(00027.HK)據報擬下月關閉中介人貴賓廳,銀娛跌1.7%,新濠國際(00200.HK)、金沙中國(01928.HK)及美高梅中國(02282.HK)各跌3%至4%。醫藥股復星醫藥(02196.HK)及藥明生物(02269.HK)各回吐2.5%及2.7%。
金融股方面,匯控(00005.HK)跌0.2%報45.2元。市場注視商湯科技(00020.HK)上市會否因美國投資禁令觸礁,港交所(00388.HK)跌0.4%報469.4元。友邦(01299.HK)跌0.6%報82.4元。
教育股昨午急升後回吐,新東方在線(01797.HK)及希望教育(01765.HK)各跌5.6%及4.7%。新股方面,北海康成(01228.HK)半日收報9.07元,較上市價低25.5%;固生堂(02273.HK)半日收報29元,與上市價持平;凱萊英(06821.HK)半日收報373.6元,較上市價低3.7%。
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