《半日總結》恆指跌18點 內房股下滑 新奧能源飆升16%
中概股上週五(18日)在美股延續升勢,港股早市高開後出現回落。特首稱倘疫情無反彈將自4月21日起分3階段解除社交措施,恆指今早高開410點後升幅收窄,中午前倒跌,半日跌18點或0.08%,報21,394點;國指跌28點或0.38%,報7,338點;恆生科技指數升0.17點,報4,485點。大市半日成交總額826.29億元,滬、深港通南下交易半日分別淨流入10.73億及12.22億元人民幣。
科技股個別發展,騰訊(00700.HK)跌1%報377.2元,阿裏巴巴(09988.HK)升2.4%報100.7元,小米(01810.HK)升0.7%報13.62元,美團(03690.HK)跌4.2%報146.9元,京東(09618.HK)跌2%報239元,百度(09888.HK)及快手(01024.HK)各跌5.6%及3.4%,嗶哩嗶哩(09626.HK)升3.8%,阿裏健康(00241.HK)及平安好醫生(01833.HK)各升4.8%及3.3%。
晶片股中芯(00981.HK)及華虹半導體(01347.HK)各升逾3%,中電信(00728.HK)計劃分拆公有雲業務上市,該股回吐近1%報3元。
理想汽車(02015.HK)指電池成本上漲幅度「非常離譜」,新能車價商談後即漲價,理想股價高開5.2%後升幅收窄至0.4%,小鵬(09868.HK)及蔚來(09866.HK)各升4.5%及8%,吉利(00175.HK)則回吐3.5%。
恆大(03333.HK)、恆大汽車(00708.HK)及恆大物業(06666.HK)停牌,內房股回吐,龍光(03380.HK)及旭輝(00884.HK)各跌8.1%及5.6%,世茂(00813.HK)、碧桂園(02007.HK)及雅居樂(03383.HK)各跌4.2%至4.7%,中海外(00688.HK)、中國金茂(00817.HK)、龍湖(00960.HK)及萬科(02202.HK)各跌逾3%。物管股碧服(06098.HK)跌3%。水泥股海螺水泥(00914.HK)及華潤水泥(01313.HK)各跌4.6%及6.7%。
新奧能源(02688.HK)去年純利升24%及今年指引優市場預期,早市股價彈升16.4%報115.2元,華潤燃氣(01193.HK)升10.3%。
內需及消費股方面,餐飲股海底撈(06862.HK)及頤海(01579.HK)各跌6.9%及8.3%,九毛九(09922.HK)跌4.5%。此外,中國旺旺(00151.HK)及恆安(01044.HK)各跌3.7%及2.8%。體育用品股李寧(02331.HK)則升3.1%報62.5元。
金融股方面,招行(03968.HK)去年純利按年升23%,股價回吐1.7%。匯控(00005.HK)平收報51.4元,港交所(00388.HK)跌0.7%報376元,友邦(01299.HK)升1.6%報81.2元。內險股中國平安(02318.HK)跌3%。大家樂(00341.HK)半日彈高6.2%。
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