《半日總結》恆指跌247點 內險及券商股弱 小鵬倒升近4%
阿思達克 08-21 12:28
內地8月一年及五年期LPR分別3.45%及4.2%，降幅低於市場預期，港股早市在金融股帶動下走軟。恆指低開152點，早段曾跌319點見17,631點，其後跌幅收窄至83點見17,867點，半日跌247點或1.38%，報17,703點；國指跌80點或1.31%，報6,066點；恆生科技指數跌49點或1.24%，報3,957點。大市半日成交總額552.06億元，滬、深港通南下交易半日淨流入31.82億及19.31億元人民幣。
內險股弱，中國平安(02318.HK)及國壽(02628.HK)跌3.5%，太保(02601.HK)及眾安在線(06060.HK)跌3.8%及4.7%。券商股中金(03908.HK)及中信証券(06030.HK)跌6%及6.5%，中信建投(06066.HK)跌4.9%，華泰(06886.HK)、廣發証券(01776.HK)及中國銀河(06881.HK)跌3.3%至3.9%。內銀股招行(03968.HK)跌2.6%。
此外，本地銀行股恆生(00011.HK)及中銀香港(02388.HK)跌2.6%及2.8%，匯控(00005.HK)跌0.8%報58.4元，港交所(00388.HK)及友邦(01299.HK)跌3.1%及2.9%。
科技股方面，阿里(09988.HK)跌1%報86.1元，騰訊(00700.HK)跌1.1%報321.4元。美團(03690.HK)、小米(01810.HK)、嗶哩嗶哩(09626.HK)及百度(09888.HK)跌1.7%至2.4%，快手(01024.HK跌2.8%。恆生科技指數加入東方甄選(01797.HK)，剔除瑞聲(02018.HK)，東方甄選升5.7%。瑞聲跌5.7%。國企指數加入攜程(09961.HK)，攜程隨大市跌0.9%。
汽車股小鵬(09868.HK)績後獲美銀上調目標價及投資評級，股價先跌後倒升3.9%。據報理想汽車(02015.HK)首次減價，股價跌1.7%。同業蔚來(09866.HK)及比亞迪(01211.HK)跌1.6%及2.2%，零跑(09863.HK)跌2.7%。新能源及相關股受壓。協鑫科技(03800.HK)、福萊特玻璃(06865.HK)、信義光能(00968.HK)及大唐新能源(01798.HK)跌4.9%至5.6%。
被剔出恆指的碧桂園(02007.HK)據報賬面資金可勉強保交樓，股價高開6.6%後升幅收窄，半日升2.6%。被剔出國指的碧服(06098.HK)升1.8%。其餘內房方面，龍湖(00960.HK)績後遭大行削目標價，股價跌2.3%。萬科(02202.HK)、中海外(00688.HK)及綠城中國(03900.HK)跌逾2%，合景泰富(01813.HK)跌4.6%。
東方海外(00316.HK)中期純利11.29億美元跌八成，半日股價跌7.4%報111.8元。中興(00763.HK)半年純利升近20%，今早股價高開後倒跌0.8%。水泥股潤泥(01313.HK)中期少賺66%遭券商降目標價，半日股價跌4.9%。恆指季檢加入國藥(01099.HK)，國藥半日升3.1%。
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