《半日總結》恆指升278點 美團急漲14% 內房股受壓
據報中美雙方監管機構就審計問題繼續磋商,美團(03690.HK)季績勝預期股價急彈,帶動港股早市上升。恆指高開17點,早段曾跌202點一度低見21,202點,其後掉頭上升,曾升386點一度高見21,790點,半日升278點或1.3%,報21,683點;國指升127點或1.76%,報7,411點;恆生科技指數升133點或3.05%,報4,512點。大市半日成交總額839.17億元,滬港通南下交易半日淨流出3.98億元人民幣,深港通南下交易半日淨流入17.02億元人民幣。
美團(03690.HK)去年第四季非國際財務報告準則經調整虧損淨額低於預期,半日股價急升14.4%報154.4元。騰訊(00700.HK)上周五回購3億元股份,半日股價升3.8%收370元。
其他科技股普遨上升,阿里巴巴(09988.HK)升3.6%報111.3元,京東(09618.HK)跌2.8%報224.2元,網易(09999.HK)升5.1%報148.2元,阿里健康(00241.HK)升5.5%,快手(01024.HK)、京東健康(06618.HK)及雲音樂(09899.HK)各升6.6%至7.4%,瑞聲(02018.HK)、閱文(00772.HK)及嗶哩嗶哩(09626.HK)各升3.8%至4.8%,攜程(09961.HK)跌6.4%,微盟(02013.HK)跌5%。
內房股下跌,奧園(03883.HK)或延遲公布業績,早市股價跌9.4%。富力(02777.HK)料去年最少虧損80億元人民幣兼延後發布業績,半日股價跌7.9%,合景泰富(01813.HK)跌5.5%,世茂(00813.HK)、龍光(03380.HK)及雅居樂(03383.HK)各跌3.7%至3.9%。
中石化(00386.HK)去年純利升1.1倍,半日股價升5.1%報3.9元。中海油(00883.HK)及中石油(00857.HK)各升4.9%及2.2%。航運股東方海外(00316.HK)早市股價回吐13.9%報188.6元。中遠海能(01138.HK)則急升10.2%。
消費股個別發展,貓眼娛樂(01896.HK)及呷哺呷哺(00520.HK)各跌4.2%及3.9%,潤啤(00291.HK)、百威亞太(01876.HK)、藍月亮(06993.HK)及歐舒丹(00973.HK)各跌2.2%至3%。
金融股方面,匯控(00005.HK)升1%報53.35元,港交所(00388.HK)跌0.3%報372.4元,友邦(01299.HK)升0.1%報80.25元。太保(02601.HK)去年新業務價值跌25%,遭大行下調目標價,半日股價跌3.7%。財險(02328.HK)去年多賺7%,股價跌2.6%。
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