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《半日總結》恆指跌159點 科網及內房股軟 中遠海控彈
美上市中概股受壓,港股早市在科技股帶動下偏軟。恆指低開303點,早段曾跌438點一度低見21,558點,其後跌幅曾收窄至75點一度見21,921點,最終半日跌159或0.72%,報21,837點;國指跌58點或0.77%,報7,467點;恆生科技指數跌78點或1.72%,報4,479點。大市半日成交總額497.63億元,滬、深港通南下交易因內地清明節假期暫停 百度(09888.HK)跌6%報133元,嗶哩嗶哩(09626.HK)跌5.5%報204.6元,阿里巴巴(09988.HK)跌3.9%報107.7元,京東(09618.HK)跌3.2%報226.4元,攜程(09961.HK)跌3.4%。 市場分析指內地Android手機生產訂單削減,舜宇(02382.HK)及瑞聲(02018.HK)各跌2.1%及4.4%,鴻騰(06088.HK)跌3.4%,比亞迪電子(00285.HK)則反彈3.4%。小米(01810.HK)跌1.6%報13.72元。 其他科技股方面,騰訊(00700.HK)回購79.9萬股涉資3億元,早市股價跌0.5%報372.2元,美團(03690.HK)及快手(01024.HK)各跌1%及1.7%,平安好醫生(01833.HK)及阿里健康(00241.HK)各跌4.9%及3.7%。 內房股續弱,旭輝(00884.HK)擬發19.57億元可換股債券作再融資,半日股價跌11.7%。中國金茂(00817.HK)、合景泰富(01813.HK)及碧桂園(02007.HK)各跌3.9%至4.6%。中海外(00688.HK)去年少賺9%,半日股價跌3.4%。物管股碧服(06098.HK)跌4%,佳兆業美好(02168.HK)全年未經審核純利跌74%,股價跌10.7%。 內需及消費股個別發展,國美(00493.HK)、呷哺呷哺(00520.HK)、高鑫(06808.HK)及海底撈(06862.HK)各跌3.5%至4.2%。 醫藥股中生製藥(01177.HK)去年純利升4.27倍,未來一年斥最多10億元回購股份,早市股價跌8.2%報4.49元。 金融股方面,匯控(00005.HK)跌0.8%報53.75元,港交所(00388.HK)跌1.8%報364.6元,友邦(01299.HK)升0.4%報82.75元。 其他股份方面,中石油(00857.HK)去年純利增3.85倍,早市股價跌2.5%。申洲(02313.HK)早前績後受壓,該股早市反彈3.4%。中遠海控(01919.HK)早市股價彈高8.6%。
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