《半日總結》恆指跌13點 百度快手績後揚 手機股受壓
美聯儲議息記錄顯示委員未討論減息,道指跌62點或0.2%,港股早市反覆下跌,恆指高開2點後窄幅爭持,半日波幅不足120點,半日跌13點報17,720點;國指跌0.04點報6,076點;恆生科技指數跌4點,報4,032點。大市半日成交總額416.14億元,滬、深港通南下交易半日淨流入11.88億及7.17億元人民幣。
百度(09888.HK)第三季non-GAAP淨利潤升23%勝預期,股價升5.1%報112.9元。快手(01024.HK)第三季non-IFRS經調整利潤淨額轉賺31.73億人幣勝預期,股價升3%報60.25元。攜程(09961.HK)第三季純利按年升16.4倍,股價低開6.8%後跌幅收窄,半日跌2.5%。野村下調攜程(TCOM.US)評級至「中性」,指第四季指引遜預期及外遊復甦緩慢。
金軟(03888.HK)第三季度虧轉盈賺2,849萬元人幣,半日股價跌4.4%。金山雲(03896.HK)第三季虧損收窄至7.86億人民幣,半日股價跌7.8%。
手機相關股疲弱,小米(01810.HK)跌3%報14.92元,瑞聲(02018.HK)及舜宇(02382.HK)跌4.9%及4.5%,丘鈦(01478.HK)及鴻騰(06088.HK)跌3.2%及3.9%。東方甄選(01797.HK)向母企出售教育業務料錄收益16.5億人幣,股價升3.1%。
其他科技股方面,阿里(09988.HK)升0.8%報76.6元,騰訊(00700.HK)升0.3%報325.8元。美團(03690.HK)及網易(09999.HK)升1.4%及0.7%,京東(09618.HK)跌0.9%。車股理想(02015.HK)升0.6%,比亞迪(01211.HK)及小鵬(09868.HK)跌1.3%及2.1%。
報道指內地50家房企融資「白名單」或納入出險房企,民營內房股融創中國(01918.HK)及碧桂園(02007.HK)升3.8%及3.7%。醫藥股藥明生物(02269.HK)、翰森(03692.HK)及信達生物(01801.HK)跌2.2%至2.9%。
金融股方面,匯控(00005.HK)升0.2%報60.05元,港交所(00388.HK)升0.1%,友邦(01299.HK)跌0.1%。其他股份方面,太古A(00019.HK)及招金(01818.HK)升3.7%及3.2%,中信(00267.HK)及創科(00669.HK)跌2.1%及2.6%。
國美零售(00493.HK)半日炒高32.6%報0.057元,成交額逾4.29億元。
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