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《半日總結》恆指跌25點 百度挫一成 「蔚小理」走弱
內地官媒引述專家指1月降準必要性不強,人行超額續MLF但出乎意料未下調利率,港股早市反覆偏軟。恆指高開13點,早段曾跌140點一度低見見16,104點,其後倒升90點見16,334點,半日跌25點或0.15%,報16,219點;國指跌34點或0.64%,報5,447點;恆生科技指數跌60點或1.75%,報3,410點。大市半日成交總額395.48億元,滬、深港通南下交易半日淨流入19.71億及8.29億元人民幣, 媒體報道內地軍方相關研究室使用百度文心模型及科大訊飛星火模型,百度(09888.HK)回應指與研究室沒有任何合作及隸屬關係,股價仍挫10.1%報102.1元。騰訊(00700.HK)旗下遊戲「王者榮耀」將開放抖音直播,股價升0.2%。傳字節跳動仍在向阿里(09988.HK)尋求收購餓了麼,餓了麼再度否認。阿里跌0.8%。餓了麼同業美團(03690.HK)升0.6%。中軟(00354.HK)擬斥不逾15億元回購股份,股價升3.1%。 其他科技股方面,小米(01810.HK)跌0.4%,京東(09618.HK)及快手(01024.HK)跌1.7%及2.9%。手機部件股比亞迪電子(00285.HK)及舜宇(02382.HK)跌4.9%及3%。晶片股華虹(01347.HK)升3.6%。電動車股方面,據報比亞迪(01211.HK)洽購巴西鋰生產商,估值29億美元,該股高開0.5%後倒跌,半日跌1.5%。理想(02015.HK)及小鵬(09868.HK)跌4.3%及7.9%。蔚來(09866.HK)跌2.6%。 內房股龍光(03380.HK)與債權人小組簽署支持協議,該股復牌高開13.3%後升幅收窄,半日升8.3%。其餘同業普遍向下,中海外(00688.HK)、潤地(01109.HK)、綠城中國(03900.HK)及旭輝(00884.HK)跌逾2%。 內地集運歐線期貨急漲,航運股中遠海控(01919.HK)及東方海外(00316.HK)升2.9%及1.8%,海豐(01308.HK)跌2.1%。 公用股長江基建(01038.HK)及電訊股聯通(00762.HK)升3.1%及2.7%。醫藥股藥明生物(02269.HK)及信達生物(01801.HK)升3.6%及2.9%,石藥(01093.HK)及中生製藥(01177.HK)跌2%及2.2%。消費及內需股方面,滔搏(06110.HK)及中免(01880.HK)升逾3%,航空股南航(01055.HK)升4.6%。 其他股份方面,匯控(00005.HK)跌0.4%,港交所(00388.HK)升0.3%,友邦(01299.HK)升2.2%報64.85元。海普瑞(09989.HK)附屬天道意大利涉嫌遭遇電信詐騙,金額1,170萬歐元,股價跌3.4%。
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