《半日總結》恆指跌99點 阿里京東軟 醫藥股逆市升
美國3月核心通脹升幅擴大,道指跌38點或0.1%。港股早市偏軟。恆指低開331點,初段曾跌424點見19,885點,其後跌幅收窄至37點見20,271點,半日跌99點或0.5%,報20,209點;國指跌42點或0.62%,報6,823點;恆生科技指數跌46點或1.1%,報4,120點。大市半日成交總額618.46億元,滬、深港通南下交易淨流入16.63億及11.05億元人民幣。
日本軟銀據報透過遠期合約大幅減持阿里巴巴(09988.HK),阿里巴巴跌2.4%報93.75元。京東(09618.HK)遭多間券商下調目標價及收入預測,股價跌3.1%。其他科技股方面,騰訊(00700.HK)升0.6%報359.4元,美團(03690.HK)及網易(09999.HK)跌1.7%及1.4%。萬國數據(09698.HK)跌6%。
市場關注汽車減價戰蔓延至新能源車,比亞迪(01211.HK)跌1.5%,蔚來(09866.HK)及小鵬(09868.HK)跌3.5%及2.7%,吉利(00175.HK)及長汽(02333.HK)跌2.4%及2.2%。華晨(01114.HK)遭花旗下調投資評級,股價跌5.1%。
體育用品股安踏(02020.HK)首季安踏品牌產品零售額按年增長不及預期,但管理層維持全年增長預測,安踏跌2.1%報109.9元。餐飲股海底撈(06862.HK)及電影股阿里影業(01060.HK)各跌2.7%及3.7%,旅遊平台攜程(09961.HK)跌2.3%。濠賭股銀娛(00027.HK)及永利澳門(01128.HK)跌逾3%。
內房股融創中國(01918.HK)復牌,半日跌53.5%報2.13元,成交逾12.8億元。其餘內房股普遍下跌,碧桂園(02007.HK)、金茂(00817.HK)、合景泰富(01813.HK)、富力(02777.HK)及遠洋(03377.HK)跌3.3%至4.5%。地產軟件股明源雲(00909.HK)續跌6.2%。
醫藥股逆市上升,藥明生物(02269.HK)升5.6%,為半日升幅最大藍籌。白雲山(00874.HK)、信達生物(01801.HK)、藥明康德(02359.HK)、康龍化成(03759.HK)及百濟神州(06160.HK)升4%至5.1%,金斯瑞(01548.HK)升7.3%。
金融股方面,匯控(00005.HK)升0.2%報54.85元,港交所(00388.HK)及友邦(01299.HK)跌0.6%及1%。
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