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《全日總結》恆指跌191點 內房股吐 復星醫藥急彈22%
中概股上週五(18日)在美股延續升勢,港股早市高開後回落。恆指今早高開410點後升幅收窄,中午前倒跌,午後曾倒跌316點見21,096點,全日跌191點或0.89%,收21,221點;國指跌121點或1.7%,收7,244點;恆生科技指數跌68點或1.53%,報4,416點。大市全日成交總額縮減至1,490.32億元,滬、深港通南下交易分別淨流入12.35億及11.05億元人民幣。 科技股方面,騰訊(00700.HK)跌2.3%報372.4元,阿裏巴巴(09988.HK)升0.8%報99.1元,小米(01810.HK)跌1%報13.38元,美團(03690.HK)跌6.1%報143.9元,京東(09618.HK)跌2%報239元,百度(09888.HK)及快手(01024.HK)各跌5.9%及6%,嗶哩嗶哩(09626.HK)升2.4%,萬國數據(09698.HK)跌6.3%。 晶片股中芯(00981.HK)升2.4%,中電信(00728.HK)計劃分拆公有雲業務上市,該股回吐1.3%報2.99元。手機相關股鴻騰(06088.HK)全年多賺2.2倍,今日股價升10.2%。手機外殼生產商通達(00698.HK)急彈32%。 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0.3%,小鵬(09868.HK)及蔚來(09866.HK)各升2.7%及6.7%,吉利(00175.HK)則回吐4.4%。 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)及世茂(00813.HK)各跌9.8%及7.1%,旭輝(00884.HK)、中國金茂(00817.HK)、碧桂園(02007.HK)及萬科(02202.HK)各跌5.4%至6.7%。水泥股海螺水泥(00914.HK)及華潤水泥(01313.HK)各跌5.1%及8.1%。 新奧能源(02688.HK)去年純利升24%及今年指引優市場預期,股價彈升12.5%報111.3元,華潤燃氣(01193.HK)升9.8%。天然氣股崑崙能源(00135.HK)升7.9%。 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,大家樂(00341.HK)彈高6.4%。 內需及消費股方面,餐飲股海底撈(06862.HK)及頤海(01579.HK)各跌8.1%及11%,九毛九(09922.HK)跌5.3%。此外,中國旺旺(00151.HK)及恆安(01044.HK)各跌3.1%及3.4%。體育用品股李寧(02331.HK)則升2.6%報62.15元。 醫藥股復星醫藥(02196.HK)腫瘤免疫治療新藥獲批臨牀試驗,就共同出資設立蘇州星盛園豐創業投資合夥企業完成備案,股價急彈21.7%報41元。藥明生物(02269.HK)升3.8%。內媒報道東航客機涉在廣西梧州發生事故,東航(00670.HK)股價尾市急挫,收市跌6.5%報2.75元。 金融股方面,招行(03968.HK)去年純利按年升23%,今日股價回吐2.4%。匯控(00005.HK)跌0.1%報51.35元,港交所(00388.HK)跌1.2%報374.2元,友邦(01299.HK)升1.2%。內險股中國平安(02318.HK)跌5.6%。
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