《全日總結》恆指跌67點 匯控績後揚 小鵬挫逾4%
港股先升後回。恆指高開132點,早段曾升252點一度高見20,331點,其後升幅蒸發,午後曾跌187點見19,891點,全日跌67點或0.3%,收20,011點;國指跌44點或0.6%,收6,854點;恆生科技指數跌11點或0.3%,收4,538點。大市全日成交總額1,351.9億元,滬、深港通南下交易淨流入49.88億及59.6億元人民幣。
匯控(00005.HK)中期業績勝預期,股價升1.7%報66.3元,創逾4年收市高。恆生(00011.HK)中期業績符市場預期,但股價跌2.5%報115.7元。其他金融股方面,港交所(00388.HK)跌0.5%報324.2元,友邦(01299.HK)跌0.3%報77.15元。內銀股農行(01288.HK)及郵儲行(01658.HK)跌逾2%,內險股中國平安(02318.HK)及衆安在線(06060.HK)跌2.1%及4.7%。
科技股方面,快手(01024.HK)盈喜預告半年最少賺5.6億人幣,早市曾升7.9%,全日升1.2%報68元。阿里(09988.HK)升0.4%報97.85元,騰訊(00700.HK)跌0.1%報354元,網易(09999.HK)及嗶哩嗶哩(09626.HK)升逾1%,美團(03690.HK)、百度(09888.HK)、小米(01810.HK)及京東(09618.HK)跌0.5%至1%。內媒報道指東方甄選(01797.HK)應用程式四天銷售額突破1.1億人幣,股價炒高7.4%。手機部件股瑞聲(02018.HK)及舜宇(02382.HK)各跌2.5%及2.9%,丘鈦(01478.HK)及富智康(02038.HK)跌4.1%及4.8%。
車股方面,小鵬(XPEV.US)遭瑞銀下調其投資評級及挫10.6%,小鵬(09868.HK)跌4.7%。理想(02015.HK)及零跑(09863.HK)升逾2%,比亞迪(01211.HK)跌0.3%報274.8元。
內房股方面,碧桂園(02007.HK)發通告澄清現階段不考慮配股,股價跌7.6%,同系物管股碧服(06098.HK)跌4.3%。雅居樂(03383.HK)擬先舊後新折讓18%配股淨籌3.87億元,股價跌18.1%報1.13元,同系物管股雅生活(03319.HK)跌5.8%。世茂(00813.HK)股價挫30.3%報1.06元。
信義光能(00968.HK)半年純利跌27%,信義玻璃(00868.HK)中期純利跌35%,股價各跌10.1%及5%。藥明康德(02359.HK)中期純利53.13億人民幣增14.6%,股價升7.6%。
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