《港股開市》恆指低開229點 阿里顯著低開 匯控渣打下跌
美聯儲鷹派委員僅支持加息四分三厘,市場對美聯儲更進取加息憂慮紓緩。但港股在阿里巴巴(09988.HK)顯著低開拖累下,恆指低開229點或1.1%,報20,522點;國指低開82點或1.16%,報7,043點;恆生科技指數低開80點或1.75%,報4,507點。
市場關注阿里巴巴(09988.HK)或涉數據洩漏事件,股價低開5.7%報102.5元。其餘科技股方面,騰訊(00700.HK)低開1.5%報330元,小米(01810.HK)及京東(09618.HK)各低開0.9%,美團(03690.HK)低開1.3%。百度(09888.HK)及嗶哩嗶哩(09626.HK)各低開3%及4.2%,網易(09999.HK)及快手(01024.HK)各低開2.1%及2%。舜宇(02382.HK)料中期純利按年跌45%至50%,股價低開2.8%。
匯控(00005.HK)及渣打(02888.HK)隨外圍銀行股下跌,匯控低開2.2%報47.9元,渣打低開4.3%報51.2元。中銀保監就「停貸」事件回應,稱將引導金融機構市場化參與風險處置,內銀股招行(03968.HK)低開2.3%,建行(00939.HK)、工行(01398.HK)及郵儲行(01658.HK)各低開1.2%。內房股龍湖(00960.HK)低開4.3%。
汽車股方面,比亞迪(01211.HK)料上半年淨利潤按年增最多206.8%,股價高開4.6%報296元。長汽(02333.HK)料上半年淨利潤按年增50.2%至67.2%,股價高開0.9%報13.28元。鋰電池材料股贛鋒(01772.HK)料中期純利至少增逾4倍,股價高開1.7%報78.15元。
中海油(00883.HK)料中期淨利潤按年增約1.12倍至1.18倍,股價高開0.6%。長實(01113.HK)長建(01038.HK)英國水公司引入KKR持股25%,交易涉逾80億元。長實及長建各高開0.5%及0.2%,長和(00001.HK)高開1.3%報53元。
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