《半日總結》恆指跌134點 蔚來小鵬受壓 舜宇跌逾7%
內地9月一年及五年期LPR維持不變符預期,市場觀望美聯儲議息,港股早市偏軟。恆指低開57點,早段跌幅曾收窄至1點見17,995點,其後再度向下,半日跌134點或0.75%,報17,862點;國指跌53點或0.87%,報6,181點;恆生科技指數跌74點或1.88%,報3,910點。大市半日成交總額366.18億元,滬、深港通南下交易半日淨流入17.17億及9.55億元人民幣。
蔚來(09866.HK)發10億美元可轉換優先債存溢價30%(2029年債券將按年利率3.875%計息,2030年債券將按年利率4.625%計息),蔚來半日股價下挫12.6%報68.5元。小鵬(09868.HK)2024款SUV「G9」售價低於舊款,股價跌5.1%報68.45元,內媒指極氪美股上市尋求180億美元估值,吉利(00175.HK)跌1.2%報9.53元。比亞迪(01211.HK)跌0.7%報244.8元。
「認房不認貸」後落地後,統計指廣州成交量漲幅僅兩成,內房股普遍走軟。融創中國(01918.HK)、綠城中國(03900.HK)、雅居樂(03383.HK)及龍湖(00960.HK)跌1.8%至2.1%,富力(02777.HK)跌3.5%,恆大(03333.HK)跌7.3%報0.51元。碧桂園(02007.HK)平收報1.01元,遠洋(03377.HK)升1.8%。物管股碧服(06098.HK)半日跌2.9%。
科技股向下,阿里(09988.HK)跌0.3%報84.55元,騰訊(00700.HK)跌1.2%報308.8元。京東(09618.HK)跌0.9%,美團(03690.HK)、小米(01810.HK)、百度(09888.HK)及嗶哩嗶哩(09626.HK)跌1.8%至2.4%,網易(09999.HK)及快手(01024.HK)跌3%及4.2%,東方甄選(01797.HK)跌5.3%。手機部件股瑞聲(02018.HK)及舜宇(02382.HK)跌2.1%及7.4%,
消費及內需股下跌,呷哺呷哺(00520.HK)、頤海(01579.HK)及潤啤(00291.HK)跌逾3%。電影股阿里影業(01060.HK)發新股購母企現場演出附屬涉資13億,股價逆升3.6%報0.57元。醫藥股藥明生物(02269.HK)及翰森製藥(03692.HK)跌3.9%及2.8%。
金融股方面,匯控(00005.HK)平收報60.7元,港交所(00388.HK)跌1.8%報285.8元,友邦(01299.HK)下滑0.5%。內銀股建行(00939.HK)及農行(01288.HK)升0.2%及0.4%。
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