《半日總結》恆指跌149點 內房股續弱 恆大奧園受壓
市場關注美國政府停擺風險,港股早市下跌,恆指低開67點後反覆向下,半日跌149點或0.8%,報17,580點;國指跌55點或0.9%,報6,074點;恆生科技指數跌42點或1.1%,報3,840點。大市半日成交總額387.71億元,滬、深港通南下交易半日淨流入10.35億及5.36億元人民幣。
恆大地產指「20恆大04」債券未能按期兌付本息,恆大(03333.HK)跌7%報0.4元。昨日(25日)復牌後急跌的奧園(03883.HK)今日半日再跌10.8%。其他內房股向下,融創中國(01918.HK)及遠洋(03377.HK)跌4.6%及4%,合景泰富(01813.HK)及碧桂園(02007.HK)跌3.2%及3.1%,龍湖(00960.HK)跌2.4%。地產代理貝殼(02423.HK)跌7.4%。
內地9月共89款國產網遊獲批,騰訊(00700.HK)和網易(09999.HK)未有遊戲進入名單。騰訊跌0.8%報302元,網易跌0.9%報156.5元。其餘科技股方面,阿里(09988.HK)升0.2%報84.5元,美團(03690.HK)及百度(09888.HK)升0.6%及1%,小米(01810.HK)及嗶哩嗶哩(09626.HK)跌1%及0.5%,京東(09618.HK)及快手(01024.HK)跌2.3%及1.9%。
大和報告指華為支持汽車品牌AITO新車訂單強勁,車股比亞迪(01211.HK)及理想(02015.HK)各跌4.4%及3.1%,吉利(00175.HK)及小鵬(09868.HK)跌1.8%及2.2%。麥格理報告指安卓手機製造商正減少手機鏡頭配置數目,舜宇(02382.HK)跌4.4%,丘鈦(01478.HK)及瑞聲(02018.HK)各跌逾2%。比亞迪電子(00285.HK)跌3.8%。其他消費股方面,百威亞太(01876.HK)遭大摩及麥格理下調盈測及目標價,股價跌3.6%。體育用品股李寧(02331.HK)跌3.3%創新低,安踏(02020.HK)及滔搏(06110.HK)亦跌逾2%。
金融股方面,匯控(00005.HK)及恆生(00011.HK)跌1%,渣打(02888.HK)跌1.7%。港交所(00388.HK)跌0.6%報290.8元,友邦(01299.HK)跌2.2%報62.2元。中國平安(02318.HK)及眾安在線(06060.HK)跌逾2%。
摩通將周大福(01929.HK)置於正面催化觀察,料中期業績或有驚喜,股價半日升4.3%。電訊股中電信(00728.HK)跌2.2%,聯通(00762.HK)及中移動(00941.HK)跌逾1%。此外,太古A(00019.HK)跌3.7%,新世界(00017.HK)及九倉置業(01997.HK)跌2.8%及1.7%。
途虎(09690.HK)首日掛牌,半日收報28.65元,較與上市價28元升2.3%。
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