《半日總結》恆指跌229點 科網及車股弱 恆大彈逾7%
美股道指上週五(21日)跌450點或1.3%,納指跌2.7%。港股早市下跌。恆指低開272點,曾跌394點見24,570點,其後跌幅曾收窄至198點見24,767點,半日跌229點或0.92%,報24,735點;國指跌98點或1.12%,報8,688點;恆生科技指數跌147點或2.51%,報5,723點。大市半日成交總額691.05億元,滬、深港通南下交易半日分別淨流入11.15億及11.73億元人民幣。
科技股下跌,阿裏巴巴(09988.HK)跌4.8%報121元,京東(09618.HK)跌5.1%報290.6元,騰訊(00700.HK)跌1.8%報466.4元,美團(03690.HK)跌1.3%報235元,小米(01810.HK)跌2.5%報18.44元。網易(09999.HK)「哈利波特」工作室上線新春活動引發風波,股價跌7.1%報150.7元。
其他科技股方面,商湯(00020.HK)超額配股權獲悉數行使,額外淨籌約8.5億元,股價跌2.9%報6.95元。百度(09888.HK)跌3.9%,嗶哩嗶哩(09626.HK)跌8.5%報282.4元,快手(01024.HK)跌3.3%報85.4元。
汽車股走弱,長汽(02333.HK)料按內地會計準則去年純利增逾26%,股價跌7%報23.2元。吉利(00175.HK)母公司與雷諾合作於南韓推出全新車型系列,股價跌3.6%報18.74元。比亞迪(01211.HK)跌2.8%報253.4元。理想汽車(02015.HK)及小鵬汽車(09868.HK)各跌3.5%及5.2%,東風(00489.HK)跌2.6%。
市場憧憬恆大(03333.HK)債務重組框架,恆大升7.3%報1.92元,恆大物業(06666.HK)及恆大汽車(00708.HK)各升6.8%及1.8%。雅居樂(03383.HK)逾18億人幣向中海外(00688.HK)售廣州亞運城項目權益,中海外跌0.6%報23.3元,雅居樂升6.7%報4.49元。
內需股個別發展,百威亞太(01876.HK)及呷哺呷哺(00520.HK)各升2.4%及2.9%。復星醫藥(02196.HK)稱口服新冠藥「Molnupiravir」臨牀數據有限,尚未開始生產,股價跌5.1%報34.65元。
其他藍籌方面,匯控(00005.HK)升0.3%報53.4元。港交所(00388.HK)跌1.1%報475.4元,友邦(01299.HK)跌0.5%報88.35元。據報Vodafone近期研究收購長和(00001.HK)旗下電訊商3英國,長和升1%報56.3元。中移動(00941.HK)母企擬今年斥最多50億人幣增持A股,H股股價升1.7%報52.1元。
國泰(00293.HK)料去年虧損56億至61億元,股價跌0.2%報6.5元。
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