《半日總結》恆指跌166點 內房股疲弱 電力股逆市受捧
美上月生產者物價指數超預期,市場觀望美國稍後公佈上月通脹數據。亞太區股市下跌,港股早市持續走弱。恆指低開不足1點後反覆向下,曾跌232點見16,468點,半日跌166點或1%,報16,534點;國指跌75點或1.33%,報5,616點;科指跌55點或1.7%,報3,213點。大市半日成交總額430.93億元,滬、深港通南下交易半日分別淨流入18.31億及10.86億元人民幣。
主要科技股方面,騰訊(00700.HK)跌0.9%報251.4元,阿裏巴巴(09988.HK)跌1%報73.6元,小米(01810.HK)跌0.1%報8.67元。美團(03690.HK)、京東(09618.HK)、百度(09888.HK)及網易(09999.HK)各跌2.3%至3.2%。嗶哩嗶哩(09626.HK)跌7.3%報93.95元,爲半日跌幅最大科指成分股。舜宇(02382.HK)早前公佈上月手機鏡頭出貨量按年跌近28%,股價續受壓,半日跌3.9%報70.85元。
電動車股比亞迪(01211.HK)將於印度建廠,並擬明年銷售1.5萬輛SUV「元PLUS」,股價靠穩升0.3%報195.5元。其他車股疲弱,麥格理下調長汽(02333.HK)目標價至13.9元並移出買入概念名單,指內燃車復甦較預期慢,長汽跌3.9%報7.37元,吉利(00175.HK)跌2.3%失守10元。電動車股小鵬(09868.HK)及蔚來(09866.HK)各跌2.5%。
投資者續關注內房問題,民營內房股再受壓,碧桂園(02007.HK)及同系物管股碧服(06098.HK)各跌8.5%及9.7%,兩者爲半日跌幅最大藍籌及國指成分股。早前遭降信貸評級的旭輝(00884.HK)挫10.3%,龍湖(00960.HK)及合景泰富(01813.HK)亦各跌逾3%。內地疫情持續,市場續憂內需復甦,體育用品股李寧(02331.HK)及特步(01368.HK)各跌4.7%,安踏(02020.HK)亦跌2.7%。餐飲股海底撈(06862.HK)及呷哺呷哺(00520.HK)各跌2.2%及4.2%,電影票務平臺貓眼娛樂(01896.HK)跌3.4%。物流股京東物流(02618.HK)接連遭大行下調目標價,股價跌4.5%。
醫藥股逆市上升,百濟神州(06160.HK)治療腫瘤藥物在終期分析中取得積極結果,股價彈升12.8%報86.6元。藥明康德(02359.HK)預告首三季多賺1.07倍,股價升4.3%。石藥(01093.HK)亦升4.6%。摩通指電力股現水平具良好價值,電力股獲追捧,潤電(00836.HK)、華能國電(00902.HK)、大唐發電(00991.HK)及華電國際(01071.HK)各升逾7%。
金融股方面,市場續觀望英倫銀行會否如期結束債市幹預行動,匯控(00005.HK)及渣打(02888.HK)各升0.6%及0.8%。港交所(00388.HK)遭花旗下調目標價並維持「沽售」評級,股價跌2.7%報263元,友邦(01299.HK)跌0.8%報68元。內銀股招行(03968.HK)續受前行長被雙規影響,早市再跌4.1%報30.05元,盤中曾失守30元。郵儲行(01658.HK)及內險股中國太平(00966.HK)半日亦各跌逾3%。
海昌海洋公園(02255.HK)擬將股份1拆2,股價炒高4.4%報7.1元。
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