You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股收评:三大指数齐挫,物业管理、内房股大幅下跌

港股全天表现弱势,恒指跌1.13%,国指跌1.3%,恒生科技指数跌1.3%。今日南下资金逆势净流入14.45亿港元,大市成交额为872亿港元。

盘面上,权重科技股纷纷走低,阿里巴巴跌超3%,百度、腾讯跌2.7%,小米、京东、网易皆下跌;花旗指房地产基金仅为保交楼,不足以化解内房危机,内房股与物管股重挫,尾盘跌幅进一步扩大,碧桂园服务领跌,力高健康生活尾盘跳水暴跌近83%;在线教育股、手游股、餐饮股、汽车股、生物科技等热门股全天萎靡。另一方面,军工股逆势上扬,富士康概念股鸿腾精密尾盘拉升,猪肉概念股、航空股部分走强。

具体来看

权重科技股纷纷走低,阿里巴巴跌超3%,百度、腾讯跌2.7%,小米、京东、网易皆下跌。

内房股与物管股齐挫。物管股中,碧桂园服务跌近22%,新城悦服务、宝龙商业、时代邻里跌超10%,金科服务、雅生活服务、融创服务跌超8%。

内房股中,碧桂园跌超15%,旭辉控股集团跌近12%,中骏集团控股、宝龙地产、时代中国控股跌超8%,新城发展、合景泰富集团跌超7%。

体育用品股普跌,滔搏跌5.22%,中国动向、安踏体育、李宁跌超3%,361度跌2.72%,波司登、本间高尔夫跌超1%。

欧洲运动用品商阿迪达斯调低本财政年度业绩预测,主要由于预期中国市场复苏较预期疲弱,以及其他经济体可能出现衰退。阿迪达斯最新估计,在今年余下时间,大中华地区收入可能录得双位数跌幅;集团整体收入将有中至高单位数升幅,原预期为增长11%至13%。

教育板块跌幅居前,中国职业教育跌超9%,天立国际控股、中教控股跌超7%,宇华教育、东软教育跌超5%,大地教育、中汇集团等纷纷下跌。

汽车股走低,理想汽车跌超4%,吉利汽车、蔚来跌超3%,长城汽车跌超2%。

医药外包概念股集体走弱,方达控股跌5.56%,药明康德、药明生物跌超4%,凯莱英、昭衍新药跌超2%,泰格医药跌1.66%。

半导体板块表现低迷,晶门半导体跌5.45%,宏光半导体跌3.83%,芯智控股、中芯国际跌超2%。

个股方面:

高伟电子逆势涨超9%,报14.5港元。据悉,在9月份推出“iPhone 14”系列之前,苹果已经增加了来自供应商的零部件订单。特别要指出的是,苹果已经吿知供应商,iPhone 14上市后的初期销量将高于一年前的iPhone 13。此前,知名苹果分析师郭明⭏9表示,高伟电子将成为iPhone 14系列前置相机升级的赢家之一,其受益于CCM和VCM的垂直整合。

中船防务逆势涨超13%。公司预计中期大幅扭亏为盈。机构点评表示,扭亏体现行业高价订单到船厂高盈利的弹性的逻辑开始兑现。

今日南下资金净流入14.45亿港元,其中港股通(沪)净流入5.46亿港元,港股通(深)净流入8.99亿港元。

展望后市,兴证国际指出,港股近期在两万点上方持续缩量企稳后,随着外围市场回暖展开反弹,成交额略有放大,但仍不足千亿港元。各板块普遍都有上涨,市场经过一周左右的压抑之后,多头力量也有所凝聚。美联储即将召开为期两天的决策会议,结果将于本周四凌晨公布,加息75个基点预期充分计入市场。届时不确定因素将消除,对市场情绪有一定的积极作用。相应的,港股在四季度的前景将会改善。恒指料继续固守两万关,维持防守反击策略。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account