《半日總結》恆指跌233點 科技、消費及內險股弱
納斯達克中國金龍指數隔晚跌3.3%,港股早市下跌。恆指低開189點,其後趺幅曾擴大至304點見18,711點,半日跌233點或1.2%,報18,782點;國指跌83點或1.3%,報6,316點;恆生科技指數跌70點或1.7%,報4,058點。大市半日成交總額549.5億元,滬、深港通南下交易半日淨流入40.64及41.2億元人民幣。
科技股普遍下跌,阿里(09988.HK)跌0.9%報88.85元,騰訊(00700.HK)跌2.1%報329.2元,小米(01810.HK)、網易(09999.HK)及快手(01024.HK)跌1.3%至1.7%,美團(03690.HK)及京東(09618.HK)趺2.4%及2.2%,百度(09888.HK)及嗶哩嗶哩(09626.HK)跌3.6%及4.4%。金軟(03888.HK)及金山雲(03896.HK)逆升4%及3.7%。此外,美圖(01357.HK)挫6.2%,中國儒意(00136.HK)炒高9.6%。
車股吉利(00175.HK)、理想(02015.HK)、蔚來(09866.HK)及廣汽(02238.HK)跌2%至2.4%,比亞迪(01211.HK)跌0.3%報264.2元。華晨中國(01114.HK)宣佈派特別息96港仙,半日股價跌0.7%報3.99元。手機部件股方面,比亞迪電子(00285.HK)股價逆升2%,高偉電子(01415.HK)及舜宇(02382.HK)則跌3.6%及3.3%。
消費及內需股弱,青島啤酒(00168.HK)、百威亞太(01876.HK)、李寧(02331.HK)、海底撈(06862.HK)、九毛九(09922.HK)及百勝中國(09987.HK)跌2.1%至3%,安踏(02020.HK)跌3.7%。中升(00881.HK)跌4.1%。泡泡瑪特(09992.HK)料上半年溢利按年增長不低於40%,半日股價跌3.5%報18.78元。
金融股方面,匯控(00005.HK)隨外圍銀行股升0.1%報63元,渣打(02888.HK)升0.4%報70.6元,港交所(00388.HK)及友邦(01299.HK)跌0.8%及2%。
內險股疲弱,中國平安(02318.HK)跌3.2%,國壽(02628.HK)及中國太平(00966.HK)跌4.2%及4.5%。瑞信報告指,與國壽進行投資者會議後,料國壽今年第二季新業務價值表現或落後於同業。
光伏股信義光能(00968.HK)跌5.1%,爲半日跌幅最大藍籌。
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