《半日總結》恆指跌81點 消費及地產股軟 航運股逆漲
阿思達克 01-04 12:23
美聯儲議息紀錄顯示減息路徑存很大不確定性，道指跌284點或0.8%。市場觀望美國明日(5日)公佈非農數據，港股早市偏軟。恆指高開26點後向下，曾跌122點一度低見16,523點，半日跌81點或0.5%，報16,564點；國指跌10點或0.2%，報5,618點；恆生科技指數跌16點或0.45%，報3,630點。大市半日成交總額355.37億元，滬、深港通南下交易半日淨流人13.27億及7.79億元人民幣。
主要科技股方面，騰訊(00700.HK)獲大摩唱好，股價高開1.3%後倒跌，半日跌0.2%。阿里(09988.HK)、百度(09888.HK)及網易(09999.HK)升0.5%至0.7%，小米(01810.HK)升0.1%，京東(09618.HK)跌0.3%，美團(03690.HK)及快手(01024.HK)跌1.8%及2.2%。此外，金軟(03888.HK)附屬金山辦公預告全年多賺最多22%，金軟跌0.9%，同系金山雲(03896.HK)跌4.2%。
乘聯會預估去年12月新能源乘用車批發銷量按年升50%，車股比亞迪(01211.HK)及小鵬(09868.HK)倒跌1%及2.1%，理想(02015.HK)升1.9%。汽車代理中升(00881.HK)跌5%。消費股向下，海底撈(06862.HK)、特步(01368.HK)及安踏(02020.HK)跌4.4%至4.6%，新秀麗(01910.HK)跌5.6%。航空股隨外圍下跌，國航(00753.HK)及南航(01055.HK)跌3.1%及3.8%，東航(00670.HK)跌2.2%。
本地地產股續受壓，新世界(00017.HK)、恆隆地產(00101.HK)、領展(00823.HK)、九倉置業(01997.HK)及港鐵(00066.HK)跌1.9%至2.5%，銀行股匯控(00005.HK)、恆生(00011.HK)及中銀香港(02388.HK)跌1.2%至1.5%，渣打(02888.HK)跌2.3%。
報道指內銀今年近5,700億人幣永續債面臨贖回，銀行將迎資本「大考」，亦傳大型內銀收緊對小型同業間貸款限額及標準，內銀股建行(00939.HK)、工行(01398.HK)及中行(03988.HK)升0.3%至0.5%。內房股疲弱，金茂(00817.HK)、旭輝(00884.HK)、合景泰富(01813.HK)、富力(02777.HK)及雅居樂(03383.HK)跌3.4%至4.1%，物管股碧服(06098.HK)跌4%。
紅海局勢刺激運費價格，航運股東方海外(00316.HK)及中遠海控(01919.HK)升3.7%及3.8%，海豐(01308.HK)升5.7%。油價反彈3%，中海油(00883.HK)升2.3%。其他股份方面，港交所(00388.HK)及友邦(01299.HK)跌0.9%及1.2%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
More Content
Contact Us
Customer Service Hotline︰+852 3018 4526
Email︰cs@usmarthk.com
Address︰26/F, 2606, 308 Des Voeux Road Central, Sheung Wan, Hong Kong
WhatsApp︰+852 5989 2641
