《半日總結》恆指跌492點 創科挫逾一成 國美零售瀉22%
美上月通脹超預期,道指挫1,276點或3.9%,納指挫逾5%,港股早市隨外圍下跌。恆指低開393點,初段跌幅曾收窄至337點見18,989點,其後跌幅擴大至513一度低見18,813點,半日跌492點或2.55%,報18,834點;國指跌165點或2.5%,報6,467點;恆生科技指數跌120點或2.96%,報3,948點。大市半日成交總額521.15億元,滬、深港通南下交易半日分別淨流入22.52億及17.64億元人民幣。
內地本月批出73款網絡遊戲,榜上有名的騰訊(00700.HK)及網易(09999.HK)股價均跌1.4%,中手遊(00302.HK)逆升1.1%,心動(02400.HK)跌2.5%。
其他科技股方面,阿裏巴巴(09988.HK)跌4.4%報87.2元,美團(03690.HK)及快手(01024.HK)各跌2.5%及2.9%,小米(01810.HK)、京東(09618.HK)及平安好醫生(01833.HK)各跌3.5%及3.9%,阿裏健康(00241.HK)及衆安在線(06060.HK)各跌4.7%及4.9%,嗶哩嗶哩(09626.HK)及百度(09888.HK)各跌6%及5.4%。
消費及內需股疲弱,歐舒丹(00973.HK)跌6.1%,頤海(01579.HK)及藍月亮(06993.HK)各跌4.3%及4.6%。中關村(000931.SZ)披露控股股東一致行動人國美電器所持股份被司法凍結,國美零售(00493.HK)挫21.8%,半日成交逾5.7億元。
出口股創科(00669.HK)隨客戶家得寶(HD.US)急跌10.6%。波羅的海乾散貨指數創七個月來最大單日升幅,航運股中遠海能(01138.HK)及太平洋航運(02343.HK)逆升3.3%及4.9%。
金融股方面,匯控(00005.HK)跌2.7%報47.55元,渣打(02888.HK)、港交所(00388.HK)及友邦(01299.HK)各跌2.7%至3.2%。內險股中國平安(02318.HK)、太保(02601.HK)及國壽(02628.HK)各跌2.3%至3%。中金公司(03908.HK)擬A、H同步供股集資270億人民幣,中金公司H股跌8.9%報13.06元。
其他股份方面,周大福主席鄭家純家族的私人公司未能全面收購佐丹奴(00709.HK),佐丹奴跌9.2%報1.68元。昨日(13日)急跌的藥明生物(02269.HK)早市再跌3.5%。
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