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內地餐飲股捱沽 百勝中國及海底撈續挫13%
國統局昨天出爐的內地官方10月非製造業活動指數回落至50.6,其中服務業商務活動指數由前值50.9,降至50.1。內需股今天普遍繼續下跌,餐飲股沽壓重,尤其是百勝中國-S(09987.HK)上季僅多賺18%遜於大摩預測。該股今天失守10天線(404.5元)後,沽盤湧現,最低見346元創近一年低,現報355.2元,急挫13%,成交額增至4.2億元。 藍籌海底撈(06862.HK)以向特海國際(09658.HK)收購日本酒店業務,海底撈今天急挫13%報17元創逾三個半月低,成交急增至3,856萬股。富瑞指海底撈收購日本酒店與其火鍋業務無關,或分散核心業務注意力,維持「持有」評級及目標價22.2元。 九毛九(09922.HK)連跌三日後,今日股價曾低見7.91元創逾三年半低,現報8.03元,續跌5.5%。美團(03690.HK)、呷哺呷哺(00520.HK)及海倫司(09869.HK)續跌逾1.5%-2.5%。 北汽(01958.HK)回吐3.5%報2.2元。理想汽車(02015.HK)、華晨(01114.HK)、比亞迪(01211.HK)及蔚來(09866.HK)續跌1%-2%。 然而,創始人承諾十年內不減持的零跑(09863.HK)今日股價回升3.5%曾高見28.65元。長汽(02333.HK)今天股價曾回升6.6%一度高見11.64元,現報11.38元,回升4.2%。東風(00489.HK)回升1.5%。 藍籌李寧(02331.HK)今天顯著曾回升7.9%至25.9元,現報25.3元,回升5.4%。JS環球生活(01691.HK)高見1.38元,現報1.27元,續升3.3%。
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