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《半日總結》恆指升49點 內房股抽升 舜宇挫13%
市場憧憬美國加息週期完結,美股道指隔晚(19日)升0.3%重上35,000關,港股今日(20日)早市反覆。恆指高開50點,初段人民幣匯價抽高,觸發恆指升幅擴大至263點見19,215點,其後曾倒跌35點見18,916點,半日升49點或0.3%,報19,001點;國指升26點或0.4%,報6,407點;恆生科技指數跌11點或0.3%,報4,103點。大市半日成交總額590.07億元,滬、深港通南下交易半日淨流出13.56億及38.65億元人民幣。 市傳內地擬放寬大城市購房限制,內房股抽升。合景泰富(01813.HK)升7.2%,新城(01030.HK)、碧桂園(02007.HK)及龍湖(00960.HK)升4.3%至5.1%,越秀地產(00123.HK)、中海外(00688.HK)、綠城中國(03900.HK)及富力(02777.HK)升逾3%。物管股碧服(06098.HK)升5.5%,爲半日升幅最大藍籌。 舜宇(02382.HK)料中期純利跌最多70%,股價跌13.2%報67.7元,爲半日跌幅最大藍籌。其餘手機部件股受壓,高偉電子(01415.HK)及瑞聲(02018.HK)跌7.9%及4%。晶片設備股ASMPT(00522.HK)亦跌3.6%。 科技股個別發展,阿里-W(09988.HK)跌0.4%報89.95元,騰訊(00700.HK)升0.7%報335.2元,美團-W(03690.HK)、小米-W(01810.HK)及京東-SW(09618.HK)升0.4%至0.7%,快手-W(01024.HK)、百度-SW(09888.HK)、網易-S(09999.HK)及嗶哩嗶哩(09626.HK)跌0.3%至1%。此外,中軟(00354.HK)及美圖(01357.HK)跌逾3%,萬國數據-W(09698.HK)升3%。 電動車股Tesla(TSLA.US)預告繼續減價觸發股價盤後下跌,未影響在港上市車股,比亞迪(01211.HK)、理想-W(02015.HK)及蔚來-SW(09866.HK)升0.4%至0.7%,小鵬-W(09868.HK)及長汽(02333.HK)升2.6%及1.8%。汽車代理股中升(00881.HK)升3.9%。 金融股方面,匯控(00005.HK)升0.2%報63.4元,港交所(00388.HK)及友邦(01299.HK)跌0.1%及1.8%。內銀股造好,農行(01288.HK)升1.9%,工行(01398.HK)、招行(03968.HK)及中行(03988.HK)升1.1%至1.4%。金價續企於一個月高,中國黃金國際(02099.HK)及紫金(02899.HK)升3.5%及2.7%。 金沙中國(01928.HK)次季經調整物業EBITDA轉賺5.41億美元,券商指符市場預期,惟股價跌1.6%報27.7元。特步(01368.HK)上半年零售銷售錄按年高雙位數增長,股價曾升2.4%,半日倒跌1.3%報7.81元。維達(03331.HK)半年純利跌81%,半日跌1.3%報18元。
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