《半日總結》恆指跌224點 內房股捱沽 恆大瀉逾25%
阿思達克 09-25 12:29
中美成立經濟領域工作小組就金融等問題加強溝通交流，港股上周五(22日)升逾400點，今日(25日)早市回落。恆指低開10點後跌幅擴大，曾跌288點一度低見17,769點，半日跌224點或1.2%，報17,833點；國指跌83點或1.3%，報6,178點；恆生科技指數跌74點或1.9%，報3,916點。大市半日成交總額379.11億元，滬、深港通南下交易淨流入19.69億及18.1億元。
中國奧園(03883.HK)復牌，半日跌73.7%報0.31元。恆大(03333.HK)取消協議安排會議重新審視債務重組條款，附屬被立案調查，恆大跌25.5%報0.41元，同系恆大汽車(00708.HK)及恆大物業(06666.HK)跌21.1%及11.5%。其他內房股亦下滑，世茂(00813.HK)及遠洋(03377.HK)跌10.2%及8.9%，融創中國(01918.HK)、碧桂園(02007.HK)、新城(01030.HK)、合景泰富(01813.HK)、富力(02777.HK)及雅居樂(03383.HK)跌5.8%至6.7%。龍湖(00960.HK)及綠城中國(03900.HK)亦跌逾4%。
科技股亦向下，中金引述美團(03690.HK)管理層指料外送單量增長短期承壓，預計優選第三季虧損可能不會收窄，美團跌2.2%報118.1元。阿里(09988.HK)跌1%報85元，騰訊(00700.HK)跌2.4%報306.2元，小米(01810.HK)及百度(09888.HK)跌1.3%及1.1%，網易(09999.HK)、快手(01024.HK)及嗶哩嗶哩(09626.HK)跌2%至2.5%，京東(09618.HK)跌3.5%。個人電腦生產商聯想集團(00992.HK)跌3.2%。
電動車股方面，吉利(00175.HK)極氪目標2025年歐洲再推7款車型，吉利半日倒跌1.3%，比亞迪(01211.HK)考慮墨西哥建廠，股價升0.6%，理想(02015.HK)及蔚來(09866.HK)跌4.7%及3.8%，小鵬(09868.HK)則倒升1.3%。乘聯會指首八月乘用車進口量按年跌兩成，汽車代理股中升(00881.HK)跌3.5%。
醫藥股逆市升，藥明生物(02269.HK)旗下藥明合聯無錫基地新廠房投產，股價升3.6%。翰森(03692.HK)及百濟神州(06160.HK)升逾2%，信達生物(01801.HK)升4%。澳門旅遊局料十一黃金周酒店入住率超過九成，但濠賭股普遍跑輸大市，銀娛(00027.HK)、金沙中國(01928.HK)、永利澳門(01128.HK)及新濠國際(00200.HK)跌3.4%至4.5%，美高梅中國(02282.HK)跌5.8%。
金融股方面，匯控(00005.HK)跌0.4%報61.15元，港交所(00388.HK)跌0.8%報293.6元，友邦(01299.HK)跌2.4%報63.75元。內險股中國平安(02318.HK)跌1.9%，券商股廣發(01776.HK)、中金(03908.HK)及華泰(06886.HK)跌2.9%至3.6%。
其他藍籌方面，新世界(00017.HK)及九倉置業(01997.HK)跌2.1%及3.8%，中移動(00941.HK)跌1.4%。
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