《半日總結》恆指回吐270點 內房、地產股及內險股造淡
美債孳息率回穩及美元回升。港股早市回吐。恆指低開116點,初段跌幅收窄至75點見17,890點,其後跌幅擴大,半日跌270點或1.5%,報17,696點;國指跌98點或1.6%,報6,084點;恆生科技指數跌57點或1.4%,報4,040點。大市半日成交總額456.43億元,滬、深港通南下交易半日淨流入27.48億及16.24億元人民幣。
內房股萬科(02202.HK)獲深圳國資委支持,據報將按時償還離岸及在岸債務,萬科半日跌0.7%報8.08元。融創中國(01918.HK)10月合同銷售額按年跌51%,半日股價倒跌2.7%。中海外(00688.HK)10月合約物業銷售額按年跌近20%,股價跌2.1%。龍湖(00960.HK)及潤地(01109.HK)跌2.5%及1.8%。旭輝(00884.HK)及恆大(03333.HK)跌6.6%及6%。碧服(06098.HK)擬每股1.61元增持合富輝煌(00733.HK)股份,碧服跌3.5%。合富輝煌升50.5%報1.4元,成交額近444萬元。
利率敏感本地地產股太古地產(01972.HK)、九倉置業(01997.HK)及領展(00823.HK)跌3.9%至4.2%,恆地(00012.HK)及新世界(00017.HK)跌逾2%。消費及內需股下滑,維他奶(00345.HK)、蒙牛(02319.HK)及潤啤(00291.HK)跌逾3%,李寧(02331.HK)跌5.8%,紡織股申洲(02313.HK)亦跌4.5%。
監管部門發布短期健康保險產品風險提示,內險股中國平安(02318.HK)、國壽(02628.HK)及中國太平(00966.HK)跌3.2%至4.1%,太保(02601.HK)跌6.5%。其他金融股方面,匯控(00005.HK)升0.9%報59.1元,港交所(00388.HK)及友邦(01299.HK)跌1.3%及2.3%,招行(03968.HK)跌2.9%,建行(00939.HK)及工行(01398.HK)跌1.8%及1.3%。
科技股方面,阿里(09988.HK)及菜鳥等組成財團向百世集團(BEST.US)提出收購要約,阿里回吐2.2%報83元。騰訊(00700.HK)跌1.9%報306.8元,美團(03690.HK)跌1.5%,京東(09618.HK)、百度(09888.HK)、快手(01024.HK)及嗶哩嗶哩(09626.HK)跌2.4%至2.7%。此外,心動(02400.HK)、金山雲(03896.HK)及萬國數據(09698.HK)跌3.7%至4.3%。
車股方面,蔚來(09866.HK)及小鵬(09868.HK)回吐5.2%及1.3%,手機相關股方面,小米(01810.HK)逆升0.8%報15.66元,瑞聲(02018.HK)升3.1%。晶片股中芯(00981.HK)及華虹(01347.HK)跌2.5%及3.3%。
藥明合聯(02268.HK)今起招股,藥明生物(02269.HK)半日跌1.8%報49.2元。
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