《半日總結》恆指跌305點 新地挫9% 阿里受壓
港股上週五(8日)黑雨停市,今早(11日)復市受多間企業不利消息影響下跌。恆指低開260點後反覆向下,曾跌359點見17,842點,半日跌305點或1.7%,報17,896點;國指跌89點或1.4%,報6,225點;恆生科技指數80點或2%,報4,011點。大市半日成交總額606.68億元,滬、深港通南下交易半日淨流出4,960萬及淨流入3.66億元人民幣。
新地(00016.HK)公佈全年度業績並維持每股派息,公司表明未來將收緊派息比率由六成修訂至四至五成,市場憂其未來派息或有削減風險,股價跌9.4%報80元。恆地(00012.HK)及新世界(00017.HK)各跌5.4%及5.9%。新世界同系周大福(01929.HK)亦跌5.3%。此外,領展(00823.HK)及涉及商場業務的港鐵(00066.HK)亦跌2.2%及3%。
市場觀望碧桂園(02007.HK)今晚結束8只境內債延期投票,碧桂園半日跌6.5%,同系物管股碧服(06098.HK)跌4.8%。大連解除住房限購,東莞公積金可用作支付首期,惟未提振其餘內房股。萬科(02202.HK)、新城(01030.HK)、富力(02777.HK)及合景泰富(01813.HK)跌4.9%至5.8%,綠城中國(03900.HK)及龍湖(00960.HK)跌6.2%及7%,中海外(00688.HK)跌4.2%,融創中國(01918.HK)逆升2.4%。建材股海螺水泥(00914.HK)及潤泥(01313.HK)跌2.3%及4.4%,海螺水泥母公司海螺創業(00586.HK)跌5.3%。
醫藥股逆市抽上,榮昌生物(09995.HK)升14.7%,信達生物(01801.HK)及金斯瑞(01548.HK)升8.8%及7.7%,綠葉製藥(02186.HK)、百濟神州(06160.HK)、康方生物(09926.HK)及諾誠健華(09969.HK)升5.6%至6.5%。
市場關注阿里巴巴(09988.HK)旗下盒馬鮮生上市計劃,阿里跌3.6%報87.5元,港交所(00388.HK)跌3.1%。沈南鵬減持美團(03690.HK)套現34億元,美團跌1%。嗶哩嗶哩(09626.HK)新遊戲「閃耀!優俊少女」暫停客戶端下載,股價跌6.5%。其他科技股方面,騰訊(00700.HK)及快手(01024.HK)跌0.2%及0.8%,網易(09999.HK)升1%。小米(01810.HK)及京東(09618.HK)跌4.5%及4%,百度(09888.HK)跌2.2%。東方甄選(01797.HK)升2.7%,手機部件股舜宇(02382.HK)跌4.9%。
比亞迪(01211.HK)跌1.5%,理想(02015.HK)跌2.2%,蔚來(09866.HK)及小鵬(09868.HK)跌3.4%及3.9%。
其他股份方面,匯控(00005.HK)跌0.6%報56.95元,友邦(01299.HK)跌4.1%報64.8元,恆生(00011.HK)及中銀香港(02388.HK)各跌1.8%。黃金股招金(01818.HK)及中國黃金國際(02099.HK)升逾5%。燃氣股中燃氣(00384.HK)及新奧能源(02688.HK)跌5.1%及4.2%。
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