《半日總結》恆指跌207點 京東及快手受壓 匯控偏淡
市場觀望美聯儲本周稍後公布議息記錄及美國經濟增長數據,美股道指期貨在亞洲早市下跌,港股早市向下,恆指低開27點後反覆,早段曾升54點一度高見20,941點,其後再度走軟,中午收市前跌幅擴大,半日跌207點或1%,報20,679點;國指跌81點或1.2%,報6,981點;恆生科技指數跌107點或2.5%,報4,204點。大市半日成交總額565.08億元,滬、深港通南下交易半日淨流入9.34億及10.89億元人民幣。
科技股受壓。大摩報告指投資者關注京東(09618.HK)業務增長放緩及補貼增加導致盈利率受壓,京東跌6.8%報193.3元。阿里巴巴(09988.HK)跌2.5%報96.9元,騰訊(00700.HK)跌3.1%報365.2元。美團(03690.HK)啟動本港送遞員招聘,股價高開後倒跌3%。百度(09888.HK)披露「文心一言」將通過百度智能雲對外提供服務,股價隨科技股跌3.1%。快手(01024.HK)跌5.8%。
此外,微盟(02013.HK)及萬國數據(09698.HK)各跌4%及4.6%。美圖(01357.HK)發盈喜,料公允值收益增加致年績扭虧為盈,半日股價升8%報2.42元。瑞銀下調蘋果iPhone全年出貨量預測,蘋果概念股舜宇(02382.HK)跌2.7%。
餐飲股九毛九(09922.HK)預報去年溢利跌86%,大摩發報告指屬預期之內,並指核心盈利符預期,股價早市逆升0.9%報19.72元。其他消費類股方面,體育零售商滔搏(06110.HK)及火鍋配料商頤海(01579.HK)各跌6.5%及7.7%,泡泡瑪特(09992.HK)跌5%。
中證監啟動不動產私募投資基金試點,投資者首輪實繳出資不低於千萬人幣。內房股潤地(01109.HK)及綠城中國(03900.HK)各升3.3%及4.7%,雅居樂(03383.HK)及金茂(00817.HK)各升2.4%及2.6%。內房物管股中海物業(02669.HK)宣布變更行政總裁,股價跌5.5%。地產平台貝殼(02423.HK)及軟件股明源雲(00909.HK)跌3.5%及4.1%。
金融股方面,匯控(00005.HK)及恆生(00011.HK)中午公布業績,匯控半日跌0.6%報58.4元,恆生升0.9%報125.2元。匯控中午收市後去年母公司普通股股東應佔利潤升17.6%至148.22億美元勝預期,第二次股息每股0.23美元,並指將於今年5月公布首季業績時考慮視乎適當資金水平進行回購及擬恢復派發季度股息;而集團在完成出售加拿大銀行業務前提下,擬考慮派付每股0.21美元特別股息。
電訊及相關股逆市造好,中興(00763.HK)及聯通(00762.HK)各升2.8%及3%。綠新親水膠體(01084.HK)表示不悉股價波動原因,並指控股股東持股無變動,董事會計劃在短期內發佈2022年度的盈喜預告,該股半日升37.7%,成交逾1億元。
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