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《半日總結》恆指跌24點 手機股造好 內房股偏軟
市場觀望美國本周公布通脹數據,美股期貨於亞洲早市回吐。港股今早(13日)反覆偏軟。恆指高開59點,初段曾升136點見17,339點,其後升幅收窄,中午前轉跌,半日跌24點或0.1%,報17,178點;國指跌11點或0.2%,報5,889點;恆生科技指數升24點或0.6%,報3,916點。大市半日成交總額346.98億元,滬、深港通南下交易半日淨流入12.43億及6.38億元人民幣。 阿里巴巴(09988.HK)旗下淘天、京東(09618.HK)及快手(01024.HK)分別報告「雙十一」均錄增長,阿里半日跌0.1%報79.55元,京東(09618.HK)升0.1%報99.1元,快手(01024.HK)升2.7%報56.05元。 小米(01810.HK)旗下小米14系列手機據報上市10日銷售近145萬部,股價升1.1%。手機相關股造好,比亞迪電子(00285.HK)升4.4%,高偉(01415.HK)、丘鈦(01478.HK)及瑞聲(02018.HK)升3%至3.7%。 其他科技股方面,騰訊(00700.HK)跌0.2%報302.2元,百度(09888.HK)升1.8%,美團(03690.HK)及東方甄選(01797.HK)跌2.5%及2.7%。金蝶(00268.HK)、聯想集團(00992.HK)及美圖(01357.HK)升逾4%,中國乘聯會料全年汽車銷量創新高,惟車股普遍走軟。比亞迪(01211.HK)跌1.1%報238.6元,蔚來(09866.HK)跌2.2%,小鵬(09868.HK)跌0.1%。 多間內房股公布上月銷售數據,碧桂園(02007.HK)10月合同銷售額按年跌81%,半日股價跌1.3%。潤地(01109.HK)10月總合同銷售微增0.4%,半日股價跌1.6%。富力(02777.HK)10月總銷售收入按年跌45%,半日股價跌4.1%。其餘內房股方面,旭輝(00884.HK)跌5%,融創中國(01918.HK)及遠洋(03377.HK)跌3.7%及3.5%,中海外(00688.HK)跌2.2%。 金融股方面,匯控(00005.HK)升0.3%報57.5元,港交所(00388.HK)跌0.1%報282.2元,友邦(01299.HK)升1%報70.5元。招行(03968.HK)跌3.3%。券商股中國銀河(06881.HK)否認將與中金(03908.HK)合併重組,中國銀河及中金各跌0.9%及0.6%。 其餘藍籌方面,中石化(00386.HK)控股股東擬增持AH股上限20億人民幣,股價升1%。百威亞太(01876.HK)及李寧(02331.HK)跌2%及3.2%。
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