《半日總結》恆指跌417點 科技、石油及內房股走弱
內地5月官方製造業PMI跌至48.8,亞太股市下跌,港股早市偏弱。恆指低開180點後跌幅擴大,曾跌456點見18,139點,半日跌417點或2.3%,報18,178點;國指跌147點或2.4%,報6,135點;恆生科技指數跌91點或2.5%,報3,610點。大市半日成交總額527.83億元,滬、深港通南下交易半日淨流入8.19億及9.64億元人民幣。
科技股方面,阿里(09988.HK)跌2.7%報76.65元,騰訊(00700.HK)跌1.6%報311元。美團(03690.HK)、京東(09618.HK)、百度(09888.HK)及快手(01024.HK)跌逾4%,網易(09999.HK)及嗶哩嗶哩(09626.HK)跌5.4%及6.1%,微博(09898.HK)跌9.1%。微盟(02013.HK)及騰訊音樂(01698.HK)跌5.8%及6.8%。
能源股受壓,紐約期油失守70美元,中石化(00386.HK)跌3.7%,昆能(00135.HK)、中石油(00857.HK)及中海油(00883.HK)跌4.5%至4.9%。煤炭股兗礦能源(01171.HK)跌6.6%,神華(01088.HK)及中煤(01898.HK)跌4.1%及3.8%。資源股中鋁(02600.HK)及五礦資源(01208.HK)各跌3.9%及3.8%。
領展(00823.HK)公布業績前夕,半日每基金單位下跌近1.4%收46.65元。餐飲股呷哺呷哺(00520.HK)及頤海(01579.HK)跌5.1%及4.8%,海底撈(06862.HK)跌3.5%。體育用品股特步(01368.HK)跌4.1%。電影相關股阿里影業(01060.HK)及貓眼(01896.HK)跌3.6%及4.1%。本地零售股莎莎(00178.HK)跌4.9%。
內房股金茂(00817.HK)及遠洋(03377.HK)跌7.5%,合景泰富(01813.HK)跌6.1%,龍湖(00960.HK)、碧桂園(02007.HK)、綠城中國(03900.HK)及新城(01030.HK)跌3.8%至4.8%,地產平台貝殼(02423.HK)跌逾9%。
金融股下跌,匯控(00005.HK)跌2.4%報57.45元,港交所(00388.HK)跌1.7%報283.8元,友邦(01299.HK)跌2%。內銀股建行(00939.HK)跌1.4%,農行(01288.HK)、工行(01398.HK)及中行(03988.HK)跌1.7%至2%。內險股中國平安(02318.HK)、國壽(02628.HK)、財險(02328.HK)及眾安在線(06060.HK)跌3%至3.4%。
醫藥股藥明生物(02269.HK)及翰森(03692.HK)跌4.2%,百濟神州(06160.HK)跌5.2%。
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