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《半日總結》恆指跌301點 消費及科技股弱 太古A升逾5%
美聯儲局主席鮑威爾指不排除持續加息,人民幣匯價持續走弱,港股在期指結算日受壓,恆指早市高開8點後掉頭向下,半日跌301點或1.6%,報18,870點。國指跌109點或1.7%,報6,411點;恆生科技指數跌75點或1.9%,報3,926點。大市半日成交金額406.79億元,滬、深港通南下交易半日淨流入11.82億及7.73億元人民幣。 太古擬悉售美國太古可口可樂股權料收益228億,擬派特別息。太古A(00019.HK)升5.4%報60.95元,太古B(00087.HK)升7.4%。 科技股方面,騰訊(00700.HK)跌0.7%報333.8元,阿里(09988.HK)跌2.7%報82.1元,京東(09618.HK)否認劉強東減持傳聞,股價仍跌3.8%。百度(09888.HK)、嗶哩嗶哩(09626.HK)、美團(03690.HK)及快手(01024.HK)跌2.8%至3.4%,小米(01810.HK)跌0.4%。據報網易(09999.HK)遊戲推AI巡邏員,首次用大模型技術防未成年人沉迷,網易跌0.7%。此外,微盟(02013.HK)、金山雲(03896.HK)、萬國數據(09698.HK)及東方甄選(01797.HK)跌3.4%至4.3%。 晶片股華虹半導體(01347.HK)指國家集成電路產業基金認購最多30億人幣A股股份,股價升2.6%。手機部件股舜宇(02382.HK)及丘鈦(01478.HK)跌4%及4.1%。電動車股比亞迪(01211.HK)重申在巴西設廠計劃,股價隨大市跌1.6%報248.2元。理想(02015.HK)跌2%,小鵬(09868.HK)續升近1.7%。 消費股受壓,體育股安踏(02020.HK)及李寧(02331.HK)跌4.2%及5.2%,啤酒股百威亞太(01876.HK)跌4.8%,食品股統一企業中國(00220.HK)及飲品股維他奶(00345.HK)跌4.4%及5%。免稅店中國中免(01880.HK)跌6%,餐飲股海底撈(06862.HK)走低3.7%。服裝股波司登(03998.HK)截至3月底止全年度多賺不足4%,花旗指業績遜預期,波司登跌12.4%。 金融股方面,匯控(00005.HK)跌1.1%報60.2元。港交所(00388.HK)跌1.3%,友邦(01299.HK)升0.2%。內房股新城(01030.HK)及合景泰富(01813.HK)跌5.6%及6.3%,碧桂園(02007.HK)、金茂(00817.HK)及遠洋(03377.HK)跌逾4%,物管股碧服(06098.HK)及雅生活(03319.HK)跌5.6%及4.1%。 紐約期油升至一週高,發改委凌晨起上調汽油、柴油價格,中石油(00857.HK)及中海油(00883.HK)仍跟隨大市跌2%及1.6%。濠賭股銀娛(00027.HK)旗下萊佛士酒店據報下月初開業、澳博(00880.HK)及新濠國際(00200.HK)亦跌逾2%。麥格理下調藥明生物(02269.HK)目標價,指生物技術服務需求疲弱,藥明生物跌5.4%。電訊設備股中興(00763.HK)半日升5.1%。
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