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《全日總結》恆指倒跌60點 美團及通關概念回吐
市場觀望美今日(6日)公布新增非農職位數據,港股高開低走。恆指高開168點,早段曾升230點見21,282點,午後曾轉跌189點見20,862點,全日跌60點或0.3%,收20,991點;國指跌28點或0.4%,收7,143點;恆生科技指數跌63點或1.4%,收4,431點。大市全日成交總額1,482.75億元,滬、深港通南下交易淨流入2.35億及8.87億元人民幣。 金融股方面,第一阿布扎比銀行承認曾考慮併購渣打(02888.HK),但已放棄有關計劃,渣打倫敦股價曾飆兩成,渣打在本港股價升4.5%報64.3元。匯控(00005.HK)亦升1.9%報52.2元。港交所(00388.HK)升0.2%報362.4元。 人行及銀保監會建立首套住房貸款利率政策動態調整機制,住建部部長表明對購買首套房要大力支持,有信心房地產市場企穩回升,內房股上升。新城發展(01030.HK)升6.8%,碧桂園(02007.HK)升5.9%,合景泰富(01813.HK)及綠城中國(03900.HK)各升3.9%及4%,物管股中海物業(02669.HK)升6.4%。 《上海有色網》報道,因訂單需求強勁加上設備成本下降,內地多家太陽能電池板製造商正臨時增產,環保能源股抽升,獲瑞信發報告唱好的信義光能(00968.HK)升6.7%,龍源(00916.HK)、新特能源(01799.HK)、新天綠色能源(00956.HK)及協鑫科技(03800.HK)各升5%至6.9%,大唐新能源(01798.HK)及福萊特玻璃(06865.HK)各升8.7%及13.2%。 科技股方面,阿里巴巴(09988.HK)升2%報101.6元,騰訊(00700.HK)升0.5%報349.4元,美團(03690.HK)跌4.2%報182.7元,小米(01810.HK)跌3.3%報11.24元。網易(09999.HK)及快手(01024.HK)各跌1.7%及1.4%。軟件股微盟(02013.HK)擬折讓8.7%配股淨籌15.7億元,股價跌6.1%。商湯(00020.HK)遭里昂大幅下調目標價,股價跌4.9%。此外,手機部件股高偉電子(01415.HK)及晶片股華虹半導體(01347.HK)各升7.5%及3.1%,舜宇(02382.HK)跌逾3%。 經濟重啟及通關概念回吐,同程旅行(00708.HK)跌3.9%,國泰(00293.HK)、國航(00753.HK)及東航(00293.HK)各跌2.7%至3.3%、南航(01055.HK)及新秀麗(01910.HK)各跌逾5%,餐飲股海底撈(06862.HK)跌4%。 鼎豐集團(06878.HK)主席逾3億持股早前遭強制出售引發股價急跌,該股今日反彈55.8%報0.24元,成交逾21億元。
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