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《半日總結》恆指跌72點 「B站」受壓 濠賭股逆市漲
市場觀望美國本周稍後公布的通脹數據,美股道指倒跌112點或0.3%,港股早市反覆偏軟。恆指低開17點,曾倒升7點一度高見21,395點,其後曾跌200點見21,187點,半日跌72點或0.3%,報21,316點;國指跌33點或0.5%,報7,252點;恆生科技指數跌31點或0.7%,報4,539點。大市半日成交總額729.81億元,滬、深港通南下交易半日淨流入6.68億及13.07億元人民幣。 嗶哩嗶哩(09626.HK)發行1,534萬股美股預託證券,股價跌4.6%報213.6元。其他科技股普遍向下,阿里巴巴(09988.HK)跌0.6%報109.7元,騰訊(00700.HK)跌0.2%報361.2元,美團(03690.HK)、小米(01810.HK)及京東(09618.HK)各跌0.6%至1.5%。騰訊音樂(01698.HK)及雲音樂(09899.HK)各跌6.7%及5.2%。金山雲(03896.HK)及萬國數據(09698.HK)各跌4.7%及3.1%。手機部件股逆市上升,高偉電子(01415.HK)及舜宇(02382.HK)各升5.4%及4.6%。 美國電動車生產商特斯拉(TSLA.US)延長內地Model Y部分車款交付時間,特斯拉升5.9%。同業蔚來(09866.HK)升4.1%。比亞迪(01211.HK)再遭股神巴菲特投資旗艦巴郡(BRK.A.US)減持,股價跌2%報197.3元。 消費及見回吐,滔搏(06110.HK)及呷哺呷哺(00520.HK)各跌7.4%,百威亞太(01876.HK)跌2.2%,通關概念股方面,新秀麗(01910.HK)及攜程(09961.HK)各跌2.7%。莎莎(00178.HK)及六福(00590.HK)各跌3.2%及2.6%,澳門旅遊局向港人推交通優惠吸客,濠賭股金沙中國(01928.HK)、澳博(00880.HK)、永利澳門(01128.HK)、美高梅中國(02282.HK)及新濠國際(00200.HK)各升3.4%至4.9%。 市場關注碧桂園(02007.HK)償還本月到期美元債務進展,碧桂園跌1.7%,同系物管股碧服(06098.HK)升1.9%。其他內房股方面,萬科(02202.HK)及雅居樂(03383.HK)各升逾2%,物管股華潤萬象(01209.HK)升2.4%。水泥股金隅集團(02009.HK)預告去年淨利跌52%至59%,早市股價跌6.5%。 其他股份方面,匯控(00005.HK)跌0.3%報53.15元,港交所(00388.HK)及友邦(01299.HK)各跌0.8%及0.7%。中教控股(00839.HK)擬先舊後新折讓8.8%配股淨籌近16億元,股價跌3.8%報11.54元。
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