《全日總結》恆指吐387點 金融股偏軟 小米跌逾6%
美匯指數午後升至近半年高,人民幣在岸及離岸匯價下跌,港股今日向下。恆指低開126點後跌幅逐步擴大,尾市曾跌412點見18,431點,全日跌387點或2.1%,收18,456點;國指跌136點或2.1%,收6,396點;恆生科技指數跌111點或2.6%,收4,193點。大市全日成交總額1,014.99億元,滬、深港通南下交易淨流入68.68億及63.67億元人民幣。
中資金融股回落,招行(03968.HK)、郵儲行(01658.HK)及交行(03328.HK)跌2.4%至3%,四大內銀建行(00939.HK)、農行(01288.HK)、工行(01398.HK)及中行(03988.HK)跌1.1%至1.8%。其他金融股方面,匯控(00005.HK)跌1.9%報57.65元,友邦(01299.HK)跌3.5%。港交所(00388.HK)則跌0.4%。
個別內房股顯著回吐,潤地(01109.HK)及富力(02777.HK)跌逾5%,綠城中國(03900.HK)、金茂(00817.HK)、中海外(00688.HK)、龍湖(00960.HK)及合景泰富(01813.HK)跌3.9%至4.4%。碧桂園(02007.HK)據報已支付本周到期美元票息以避免出現實質性違約,股價跌1%。同系物管股碧服(06098.HK)逆升2%,為升幅最大藍籌。融創中國(01918.HK)獲調入港股通,股價炒高25.4%,成交額近7.6億元。
歐舒丹(00973.HK)控股股東決定不進行全購要約,股價跌17.3%。藍月亮(06993.HK)跌15.7%,呷哺呷哺(00520.HK)及中升(00881.HK)跌5.7%及5.8%。攜程(09961.HK)半年虧轉盈賺40億元人民幣,股價跌7.8%。
科技股方面,華為推出5G手機,小米(01810.HK)挫6.6%報11.6元。中芯(00981.HK)回吐4.1%。阿里(09988.HK)跌0.9%報92.35元,騰訊(00700.HK)跌1.3%報329元,京東(09618.HK)、百度(09888.HK)及網易(09999.HK)跌1.5%至2.2%,美團(03690.HK)、嗶哩嗶哩(09626.HK)及華虹半導體(01347.HK)跌逾3%。
濠賭股新濠國際(00200.HK)遭摩通下調投資評級,股價跌6.9%。新奧能源(02688.HK)股價績後疲弱,今再跌6.2%。國藥控股(01099.HK)納人藍籌後回吐,全日跌8%,為跌幅最大藍籌。獲納入港股通的珍酒李渡(06979.HK)升12.9%。
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