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《半日總結》恆指跌314點 科技、消費及內房股下滑
美聯儲委員「放鷹」,港股港幣人民幣雙櫃台開始交易。恆指低開56點後跌幅擴大,半日跌314點或1.6%,報19,726點;國指跌124點或1.8%,報6,708點;恆生科技指數跌111點或2.6%,報4,122點。大市半日成交總額535.31億元,滬、深港通南下交易半日淨流入17.25億及15.57億元人民幣。 科技股回吐,京東(09618.HK)指今年「618」電商節增速超預期,再創新紀錄,該股回吐3.4%。阿里(09988.HK)跌3.8%報88.1元。騰訊(00700.HK)跌3.3%報351元,美團(03690.HK)及小米(01810.HK)各跌3.6%及3.1%,百度(09888.HK)及快手(01024.HK)跌4.3%及4.7%,嗶哩嗶哩(09626.HK)跌6.2%。 富瑞指體育用品及家電於「618」第二階段(從6月的第二周開始)與第一階段增長急劇放緩,體育用品股安踏(02020.HK)、李寧(02331.HK)、滔搏(06110.HK)及特步(01368.HK)跌3.9%至5%。 醫藥股藥明生物(02269.HK)跌3.4%,信達生物(01801.HK)及康希諾(06185.HK)跌4%及4.4%。商湯(00020.HK)與深圳前海管理局等達成智能網聯汽車商業化戰略合作,股價隨科技股跌2.6%。 此外,金山雲(03896.HK)及騰訊音樂(01698.HK)跌6%及7.3%,心動(02400.HK)、阿里健康(00241.HK)、平安好醫生(01833.HK)及東方甄選(01797.HK)跌4.5%至5%。 電動車股蔚來(09866.HK)跌6.4%,理想(02015.HK)及小鵬(09868.HK)逆升1.4%及1.1%,比亞迪(01211.HK)跌0.7%報265.6元,其餘消費股向下,中升(00881.HK)、同程旅行(00780.HK)、貓眼娛樂(01896.HK)、百勝中國(09987.HK)及中國飛鶴(06186.HK)跌2.9%至3.6%。 內房股回落,碧桂園(02007.HK)、新城(01030.HK)及雅居樂(03383.HK)跌5.9%至6.7%,合景泰富(01813.HK)、富力(02777.HK)、金茂(00817.HK)及融創(01918.HK)跌4.5%至5.4%。 其他股份方面,匯控(00005.HK)升0.2%報61.15元,友邦(01299.HK)升0.1%報81.8元,港股港幣人民幣雙櫃台開始交易,港交所(00388.HK)隨大市跌1.8%報311.4元。 熱門人民幣櫃台股份方面,中移動-R(80941.HK)升1.2%報58.6元人民幣,騰訊-R(80700.HK)跌2.6%報321.8元人民幣,中海油-R(80883.HK)升1.3%報10.36元人民幣,中國平安-R(82318.HK)跌1.6%報47.3元人民幣,吉利-R(80175.HK)跌0.2%報9.03元人民幣。
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