《全日總結》恆指跌378點 阿里挫一成 瑞聲漲逾8%
股票印花稅下調生效首日,恆指公司收市後亦將進行季檢結果,港股在阿里(09988.HK)股價急挫拖累下走弱。恆指低開248點後跌幅擴大,曾跌419點見17,413點,全日跌378點或2.1%,收17,454點;國指跌142點或2.3%,收5,974點;恆生科技指數跌69點或1.7%,收3,980點。大市全日成交總額979.89億元,滬、深港通南下交易淨流入24.79億及29.57億元人民幣。
阿里不再推進雲智能集團分拆,並暫時擱置盒馬上市,全日股價挫近10%報73.25元,網易(09999.HK)上季non-GAAP純利勝預期,股價升2.1%報179.4元。其他科技股方面,騰訊(00700.HK)跌3%報315.2元,美團(03690.HK)及百度(09888.HK)跌3.9%及4.9%,嗶哩嗶哩(09626.HK)跌6.8%。快手(01024.HK)及京東(09618.HK)跌逾2%。小米(01810.HK)升1.5%報15.94元。
此外,微盟(02013.HK)及金蝶(00268.HK)跌4.6%及4.8%,網上醫療平臺阿里健康(00241.HK)跌6.3%。手機部件股瑞聲(02018.HK)逆升8.3%收20.4元,高盛料瑞聲可受惠智能手補貨需求及關華爲的正面消息,料未來有進一步上升空間,決定上調目標價11%至22.7元。
車股方面,比亞迪(01211.HK)跌2.8%報244.2元,蔚來(09866.HK)跌3.1%,理想(02015.HK)升3.2%。消費股方面,特步(01368.HK)、安踏(02020.HK)、海底撈(06862.HK)、九毛九(09922.HK)及潤啤(00291.HK)跌3.5%至4%,普拉達(01913.HK)跌6.6%。
內房股旭輝(00884.HK)跌6.8%,同系物管股旭輝永升服務(01995.HK)遭瑞銀唱淡,股價跌6%。融創中國(01918.HK)跌5.2%,合景泰富(01813.HK)、中國金茂(00817.HK)、雅居樂(03383.HK)及潤地(01109.HK)跌3.7%至4.5%,碧服(06098.HK)跌4.5%。本地地產股長實集團(01113.HK)及太古地產(01972.HK)亦跌逾2%。
金融股方面,匯控(00005.HK)跌0.6%報59.05元,港交所(00388.HK)跌2.1%,友邦(01299.HK)升0.3%。內險股中國平安(02318.HK)及太保(02601.HK)跌2.3%及2.7%,衆安在線(06060.HK)跌5.3%。
藥明生物(02269.HK)分拆的藥明合聯(02268.HK)首日掛牌,全日收28元,較上市價20.6元高35.9%。藥明生物跌1%。國美(00493.HK)炒高80.6%報0.056元,成交額近7億元。
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