《全日總結》恆指跌192點 消費股疲軟 九置跌8%
阿思達克 08-15 16:30
內地7月零售銷售、規模以上工業生產及城鎮固定資產投資表現均遜預期，市場繼續關注內房債務問題，恆指低開174點後反覆偏軟，一度跌259點曾低見18,513點，其後跌幅收窄，全日跌192點或1.03%，收報18,581點，連跌三個交易日；國指全日跌57點或0.9%，收報6,366點；恆生科技指數跌29點或0.7%，收報4,179點。大市全日成交總額819.04億元，滬、深港通南下交易全日淨流入39.72億及40.21億元人民幣。
內房股方面，遠洋集團(03377.HK)料中期虧損擴大至最多約200億人幣，股價收跌8.1%。碧桂園(02007.HK)境內債「16碧地05」展期方案提供項目股權質押增信，該股升1.3%。同系碧服(06098.HK)升3.6%，爲表現最佳藍籌股。華潤置地(01109.HK)跌2.7%，中海外(00688.HK)跌2.3%。
多間美對衝基金披露上季減持中概股，科技股普遍偏軟。阿里(09988.HK)跌1.7%，騰訊(00700.HK)跌0.2%，嗶哩嗶哩(09626.HK)跌2.5%，快手(01024.HK)、美團(03690.HK)及京東(09618.HK)齊跌逾1%。小米(01810.HK)升0.7%，公司發佈多項新產品，董事長兼CEO雷軍預期，今年小米研發投入將超過200億人幣，料未來五年將至少投入千億人幣以上研發費用。。
傳人行支持比亞迪汽車金融等公司發金融債，涉資共500億人幣，比亞迪(01211.HK)收跌1.3%，另據報比亞迪退出百度(09888.HK)自動駕駛協議，自研智能汽車軟件。紐頓汽車斥5億美元入股恆大汽車(00708.HK)約28%權益，協助出口中東，恆大汽車全日股價升1.8%。其他車股方面，小鵬(09868.HK)及華晨中國(01114.HK)升逾1%。吉利(00175.HK)及理想(02015.HK)跌超過1%，蔚來(09866.HK)跌2.6%。
361度(01361.HK)半年純利7.04億元人民幣升27.7%，全日股價收跌4.8%。消費股疲軟，周大福(01929.HK)、統一企業中國(00220.HK)、百威亞太(01876.HK)、海底撈(06862.HK)、九毛九(09922.HK)、貓眼娛樂(01896.HK)及高鑫零售(06808.HK)跌3.3%至4.9%。
澳門上週六(12日)入境旅客近14萬人次創疫後新高，但濠賭股銀娛(00027.HK)及金沙中國(01928.HK)各跌1.1%。澳博(00880.HK)及永利澳門(01128.HK)跌1.5%及3.8%，新濠國際(00200.HK)跌6.3%。
其他股份方面，匯控(00005.HK)跌1.8%，港交所(00388.HK)及友邦(01299.HK)跌1%及1.5%。九倉置業(01997.HK)遭摩通下調評級至「減持」，股價全日跌8.1%。
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