《全日總結》恆指跌259點 科技內房走軟 濠賭股受壓
市場關注商湯科技(00020.HK)上市因美投資禁令受阻,以及美國據報收緊對中芯(00981.HK)制裁,港股午後跌幅擴大。恆指低開184點,早段跌幅曾收窄至40點,午後跌幅明顯擴大,尾市曾跌338點見23,916點,全日跌259點或1.07%,收23,995點;國指跌79點或0.92%,收8,578點;恆生科技指數跌67點或1.11%,收6,035點。大市全日成交總額1,138.83億元,滬、深港通南下交易分別淨流入19.43億及15.59億元人民幣。
晶片股中芯(00981.HK)跌0.7%報20.95元,晶片設備供應商ASM太平洋(00522.HK)跌2.6%。港交所(00388.HK)跌0.6%報468.2元。
其他科技股普遍向下,市場關注阿裏巴巴(09988.HK)牽頭財團或未能入主紫光集團,阿裏巴巴跌1.8%報121.2元,騰訊(00700.HK)跌1.9%報463.4元。據報小米(01810.HK)投資手機攝像頭部件研發商,小米跌1%報19.2元,美團(03690.HK)跌1.6%報243元,百度(09888.HK)及網易(09999.HK)各跌0.9%及2.3%。
半新股雲音樂(09899.HK)盤中見181.7元上市新低,全日跌8.3%報182.9元。微博(09898.HK)跌3.7%。閱文(00772.HK)升5%,該股本週初獲大摩唱好。阿裏健康(00241.HK)跌4.7%,爲跌幅最大藍籌、國指及科指成分股。
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,彩生活跌8.6%。其餘內房股普遍走軟。世茂(00813.HK)5.4%,奧園(03883.HK)及雅居樂(03383.HK)各跌3.3%及4.2%。
青島啤酒(00168.HK)據報遭復星子企及股東配股套現逾25.1億元,該股升1.8%報69.7元。餐飲股海底撈(06862.HK)及九毛九(09922.HK)各跌4.1%及5.5%。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2.8%,新濠國際(00200.HK)趺5%,永利澳門(01128.HK)、金沙中國(01928.HK)及美高梅中國(02282.HK)各跌3.6%至4.2%。醫藥股復星醫藥(02196.HK)及藥明生物(02269.HK)各回吐2.8%及4.3%。教育股昨午急升後回吐,新東方在線(01797.HK)跌9%,宇華(06169.HK)及希望教育(01765.HK)各逾4%。
金融股方面,匯控(00005.HK)跌0.2%報45.2元。友邦(01299.HK)及中國平安(02318.HK)各跌1.3%及1.9%。
新股方面,北海康成(01228.HK)收報8.9元,較上市價低27%;固生堂(02273.HK)收報29元,與上市價持平;凱萊英(06821.HK)收報370元,較上市價低4.6%。
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