《半日總結》恆指跌181點 內房及航空股軟 鐵路股揚
人民幣兌美元離岸價曾跌穿7.1,港股在期指結算日下跌。恆指高開23點,初段升115點見18,666點後向下,半日跌181點或1%,報18,369點;國指跌61點或1%,報6,189點;恆生科技指數跌25點或0.7%,報3,621點。大市半日成交總額491.83億元,滬、深港通南下交易半日淨流入5.33億及6.42億元人民幣。
科技股方面,阿里巴巴(09988.HK)跌0.3%報77.55元,騰訊(00700.HK)跌1%報310元。美團(03690.HK)非執行董事王慧文悉數放棄超級投票權,王興投票權被動提升,該股半日跌2.4%。小米(01810.HK)及京東(09618.HK)跌1%及1.3%,網易(09999.HK)、嗶哩嗶哩(09626.HK)及商湯(00020.HK)跌1.9%至2.3%,金蝶(00268.HK)跌5%,快手(01024.HK)及京東健康(06618.HK)升1.8%及2.3%,東方甄選(01797.HK)升4.1%。
內房股受壓,龍湖(00960.HK)跌4.6%,越秀地產(00123.HK)、碧桂園(02007.HK)、綠城中國(03900.HK)及富力(02777.HK)跌3.4%至3.9%。內地航空股東航(00670.HK)、國航(00753.HK)及南航(01055.HK)亦跌3.1%至3.8%。
航運股疲弱,東方海外(00316.HK)跌4.5%失守100元,太平洋航運(02343.HK)跌4.2%。醫藥股中生製藥(01177.HK)、中國中藥(00570.HK)、康哲藥業(00867.HK)及威高(01066.HK)各跌逾3%。
鐵路股逆市受捧,中車(01766.HK)及時代電氣(03898.HK)升4.5%及5.5%,中國通號(03969.HK)升3.1%。基建股中鐵(00390.HK)升4.1%。
金融股方面,匯控(00005.HK)跌0.1%報58.7元,港交所(00388.HK)及友邦(01299.HK)跌1.7%及1%,內銀股農行(01288.HK)跌2%,建行(00939.HK)、工行(01398.HK)及中行(03988.HK)跌1.2%至1.4%。
其他股份方面,富瑞降太古地產(01972.HK)評級至「持有」,太古地產半日跌2.6%。惠理(00806.HK)創始股東正洽售少於3成股權予廣發証券,惠理升2.3%報2.27元。廣發証券(01776.HK)跌0.9%報10.7元。
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