《半日總結》恆指跌110點 中資電訊股偏軟 恆安揚逾3%
港股早市偏軟。恆指低開22點,初段跌幅擴大至163點曾低見19,814點,其後一度倒升9點見19,987點,半日跌110點或0.55%,報19,867點;國指跌25點或0.38%,報6,763點;恆生科技指數跌4點或0.11%,報3,954點。大市半日成交總額424.41億元,滬、深港通南下交易半日淨流入12.25億及12.76億元人民幣,
科技股方面,百度(09888.HK)首季業績超預期,股價高開3.8%後升幅收窄,半日升1.5%報126.2元。阿里(09988.HK)升1.4%報86.95元,騰訊(00700.HK)升0.8%報347.4元,美團(03690.HK)、小米(01810.HK)及京東(09618.HK)跌0.4%至0.9%,快手(01024.HK)升2%,嗶哩嗶哩(09626.HK)跌2.5%。騰訊音樂(01698.HK)首季純利升89%,惟市場關注其社交娛樂業務,該股跌2.1%。同業雲音樂(09899.HK)跌2.7%。
內地雲產品掀減價戰,雲服務股萬國數據(09698.HK)及金山雲(03896.HK)跌8%及5.1%。電訊股中移動(00941.HK)跌1%。中電信(00728.HK)及聯通(00762.HK)跌3.3%及1.8%。
紙品股恆安(01044.HK)獲摩通上調投資評級至「增持」,股價升3.7%。同業維達(03331.HK)升2.6%。高鑫零售(06808.HK)績後股價受壓,半日挫15.8%。電動車股蔚來(09866.HK)跌3%。醫藥股疲軟,藥明生物(02269.HK)及翰森製藥(03692.HK)各跌3.1%及4.1%,康方生物(09926.HK)挫逾7%。濠賭股澳博(00880.HK)、美高梅中國(02282.HK)及新濠國際(00200.HK)跌1.7%至2.8%。
出口股受壓,家裝零售商家得寶(HD.US)首季銷售遜預期並下調全年業績指引,創科(00669.HK)跌3%。美零售銷售數據欠佳,申洲國際(02313.HK)跌3.4%。
金融股方面,匯控(00005.HK)跌1.3%報58.95元,港交所(00388.HK)及友邦(01299.HK)跌0.8%及1%。內房股龍湖(00960.HK)、綠城中國(03900.HK)、新城(01030.HK)及雅居樂(03383.HK)跌逾2%,碧桂園(02007.HK)跌3.5%。
油價下跌,中海油(00883.HK)跌1.2%,中海油服(02883.HK)跌2.5%。金價失守每盎司2,000美元,招金(01818.HK)跌3.2%。
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