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《半日總結》恆指跌11點 濠賭股揚 恆大物業挫逾四成
評級機構惠譽下調美國信貸評級,美股納指跌2.2%,道指跌近1%。港股早市反覆偏淡,恆指低開113點,其後曾倒升55點見19,572點,其後曾跌148點曾低見19,369點,半日跌11點或0.06%,報19,506點;國指升1點或0.03%,報6,671點;恆生科技指數升20點或0.47%,報4,409點。大市半日成交總額525.95億元,滬、深港通南下交易半日淨流入18.85億及10.52億元人民幣。 濠賭股造好,美高梅中國(02282.HK)半年虧轉盈賺8.21億元,經調整EBITDA超越疫情前水平,該股早市升5.9%報10.76元。澳博(00880.HK)升5.1%,金沙中國(01928.HK)、永利澳門(01128.HK)及新濠國際(00200.HK)升2.1%至3%,銀娛(00027.HK)升1.5%。 中國乘聯會指上月乘用車零售按月跌8%,新能車零售跌3%。但「蔚小理」逆市揚,蔚來(09866.HK)升8.1%,小鵬(09868.HK)及理想(02015.HK)各升4.5%及3.2%,比亞迪(01211.HK)升0.4%。長汽(02333.HK)及零跑(09863.HK)各跌1.9%及1.6%。 科技股個別發展,阿里(09988.HK)跌1.6%報93.65元,騰訊(00700.HK)升0.5%報345元,美團(03690.HK)升0.2%報141元,小米(01810.HK)及快手(01024.HK)升1.3%及1.4%,京東(09618.HK)、百度(09888.HK)、網易(09999.HK)及嗶哩嗶哩(09626.HK)各跌不足1%。 金融股方面,匯控(00005.HK)跌0.6%報63.8元,港交所(00388.HK)及友邦(01299.HK)升0.1%及0.3%。恆生(00011.HK)跌1.4%報109.3元。財險(02328.HK)獲大摩唱好,股價升3.3%。 電能(00006.HK)半年純利升3.1%中期息維持78仙,長建(01038.HK)上半年淨利潤按年跌3.9%,兩股半日各升1.7%及1.6%。香港電訊(06823.HK)半年純利升2.2%,早市升1.4%。百威亞太(01876.HK)半年純利跌8%,半日股價跌3.1%。內房物管股恆大物業(06666.HK)達成復牌條件後復牌,半日跌46.5%報1.23元。 其他藍籌方面,創科(00669.HK)及藥明生物(02269.HK)升5%及3.5%,碧服(06098.HK)回吐3.7%。
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