《半日總結》恆指跌112點 快手挫逾4% 翰森製藥彈一成
港股重陽節長周末後復市追回早前外圍股市跌幅,早市反覆下跌。恆指低開118點,初段曾跌292點一度低見16,879點,其後跌幅曾收窄至32點見17,139點,半日跌112點或0.7%,報17,059點;國指跌50點或0.9%,報5,821點;恆生科技指數跌17點或0.5%,報3,644點。大市半日成交總額505.24億元,滬、深港通南下交易半日淨流入30.61億及3.63億元人民幣。
快手(01024.HK)宿華辭任董事長,聯合創始人程一笑接任,股價跌4.2%報54.2元。有報道指富士康遭大陸查稅,同系富智康(02038.HK)及鴻騰(06088.HK)早市挫7.7%及12.6%。
其餘科技股方面,阿里(09988.HK)跌0.9%報77.8元,騰訊(00700.HK)跌1%報286元,美團(03690.HK)升0.7%,小米(01810.HK)及京東(09618.HK)跌1.8%及2.5%,百度(09888.HK)跌0.7%。東方甄選(01797.HK)炒高5.1%。晶片設備股ASMPT(00522.HK)跌4.4%。車股小鵬(09868.HK)及長汽(02333.HK)升2.7%及3.8%。
官媒指房地產價格限制應適時放開,允許房企合理降價去庫存。內房股下跌,恆大(03333.HK)跌10%,碧桂園(02007.HK)及旭輝(00884.HK)跌4%及4.1%,龍湖(00960.HK)及合景泰富(01813.HK)跌3.1%及2.7%。物管股華潤萬象(01209.HK)升3.1%。中資金融股建行(00939.HK)、工行(01398.HK)及國壽(02628.HK)跌1.7%至2.3%。
電訊股受壓,中移動(00941.HK)首三季純利升7%略低預期,半日股價跌0.7%報63.8元。中電信(00728.HK)首三季純利增長10%,半日股價跌2.4%報3.62元。同業聯通(00762.HK)跌3%。電訊設備股中興(00763.HK)首三季純利增長15%,半日股價跌9.5%報18.66元。
波羅的海指數隔晚(23日)再跌1.4%見一周低,航運股東方海外(00316.HK)、中遠海控(01919.HK)及太平洋航運(02343.HK)跌2.4%至2.8%。
其他股份方面,匯控(00005.HK)跌1.6%報58.85元,港交所(00388.HK)上周五(20日)中午公布業績後靠穩,早市升1.6%報289.8元,友邦(01299.HK)跌0.5%報66.6元,創科(00669.HK)料下半年銷售目標有望略超預期,該股升1.9%報69.9元。翰森製藥(03692.HK)向葛蘭素史克授權癌症藥全球開發權,股價急升10.6%報12.56元。
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