《全日總結》恆指跌132點 萬六關失復得 李寧瀉14%
阿思達克 12-11 16:29
未來一周，市場將聚焦美聯儲、歐央行、以及英國央行議息會議；市場普遍預期三大央行本周將維持政策利率不變。中國11月CPI按年跌0.5%，屬三年來最大跌幅。恆指今日(11日)低開185點後持續受壓，一度跌362點低見15,972點，創逾一年新低，其後萬六關失而復得，午後跌幅曾收窄至不足100點，最終全日收報16,201點，跌132點或0.8%；國指跌65點或1.2%，收報5,532點；恆生科技指數跌39點或1.1%，收報3,666點。大市全日成交總額987.28億元，滬、深港通南下交易全日淨流入35.6億及35.08億元人民幣。
藍籌股中以李寧(02331.HK)表現最差，全日挫14.3%，公司斥22億元購恆地(00012.HK)「港匯東」設香港總部，瑞銀料李寧就非核心業務作開支對股價產生負面影響。恆地則升1.6%。
京東-SW(09618.HK)創辦人兼主席劉強東指集團基礎依然在，相信一定會走出谷底，惟股價跌6.3%，同系京東健康(06618.HK)亦跌2.3%。
其餘科技股亦偏軟，阿里-SW(09988.HK)跌2.4%，阿里國際站首次專門面向東南亞市場舉辦B2B外貿大促。傳騰訊(00700.HK)天美裁撤J2工作室，騰訊午後倒升，全日升0.5%。美團買藥居家快檢已在上海開通，惟美團-W(03690.HK)股價跌3.6%。商湯-W(00020.HK)、快手-W(01024.HK)及百度-SW(09888.HK)各跌1.5%至3.2%。小米-W(01810.HK)指汽車發布會時間還未定，定於12月28日僅屬考慮，股價跌0.4%。
生物製藥股中生製藥(01177.HK)、翰森製藥(03692.HK)及藥明生物(02269.HK)跌1.9%至近3%。
內房股方面，據報孫宏斌兒子接任融創(01918.HK)北京區域總裁，股價挫8.9%。龍湖(00960.HK)11月總合同銷售105億元人民幣，按年減少39.8%，股價跌1.3%。碧桂園(02007.HK)跌2.7%，集團董事長楊惠妍指非常有信心修復集團資產負債表，料明年交付量逾40萬套。中國金茂(00817.HK)則升1.4%。
澳門經濟財政司司長李偉農預期，全年賭收將勝預期，濠賭股個別發展，金沙(01928.HK)及永利(01128.HK)各升0.5%及0.2%。銀娛(00027.HK)及新濠國際(00200.HK)齊跌逾1%。於柬埔寨經營博彩業務的金界控股(03918.HK)創辦人因病辭世，股價挫9.2%。
車股比亞迪(01211.HK)跌1.2%，公司料年內將於內地設逾150間方程豹直營門店。吉利(00175.HK)跌1.3%，集團旗下A級SUV車型「博越L」已連續13個月銷量超過1萬輛。蔚來-SW(09866.HK)升1.4%，李斌否認蔚來與合肥政府之間存在對賭協議。理想-W(02015.HK)升1.3%。
金融股方面，匯控(00005.HK)升0.5%。據報港交所(00388.HK)擬將行政總裁歐冠昇合約延長一年，股價跌1.3%。友邦(01299.HK)跌0.5%。國壽(02628.HK)跌2.3%。
此外，中升(00881.HK)及海底撈(06862.HK)跌逾3%。金蝶國際(00268.HK)升8%，折讓2.7%配股予卡塔爾基金。至於聯想集團(00992.HK)升3.1%，為表現最佳藍籌股。
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