《半日總結》恆指跌不足1點 恆地挫近6% 高鑫炒高逾6%
內地經濟「三頭馬車」數據勝預期,市場觀望本周多間央行議息,港股早市反覆上落。恆指低開30點後,初段曾跌79點一度低見16,641點,其後曾倒升80點見16,801點,半日跌不足1點報16,720點;國指升15點或0.3%,報5,836點;恆生科技指數升17點或0.5%,報3,566點。大市半日成交總額559.26億元,滬、深港通南下交易半日淨流入20.6億及16.5億元人民幣。
本地地產股受壓,恆地(00012.HK)半日跌5.8%,旗下大角咀利奧坊第5期「利奧坊.首隅」於上周五公布首張價單,首批60伙(折實入場費437.36萬元起),較2年前開價的同區同系利奧坊第4期「利奧坊.壹隅」首批低21.1%。
新地(00016.HK)、長實集團(01113.HK)及太古地產(01972.HK)跌2.5%至2.7%。內房股普遍偏軟,萬科(02202.HK)及龍湖(00960.HK)跌3.2%及4%,潤地(01109.HK)、綠城中國(03900.HK)及越秀地產(00123.HK)跌2.4%至2.8%。
阿里(09988.HK)出售盒馬及大潤發予中糧報道遭官方否認,阿里跌0.1%報71.85元。經營大潤發的高鑫零售(06806.HK)炒高6.2%。東方甄選(01797.HK)回應出售槽頭肉產品,表示可墊付退款,該股跌2.7%。京東(09618.HK)放棄競購Currys,股價升2.7%。
其他科技股方面,騰訊(00700.HK)升2%報289.6元,美團(03690.HK)及百度(09888.HK)升0.6%及0.4%,小米(01810.HK)及快手(01024.HK)升1.2%及2.2%,網易(09999.HK)跌2.2%。中軟(00354.HK)、心動(02400.HK)及騰訊音樂(01698.HK)升4%至4.8%,平安好醫生(01833.HK)及閱文(00772.HK)升逾3%,美圖(01357.HK)炒高15.9%。
車股方面,比亞迪(01211.HK)升2.8%,小鵬(09868.HK)及蔚來(09866.HK)升3.7%及4.2%,理想(02015.HK)跌4.8%。據報當局將出台東風(00489.HK)等央企車廠新考核辦法,東風炒高16%。內需消費股個別發展,貓眼娛樂(01896.HK)升4.4%,滔搏(06110.HK)及潤啤(00291.HK)升3.4%及2.5%,同程旅行(00780.HK)及李寧(02331.HK)跌3.8%及4.8%,萬洲(00288.HK)跌2.8%。
內地轉融券「T+1」正式實施,券商股中金(03908.HK)升5%,中信証券(06030.HK)、中國銀河(06881.HK)及廣發証券(01776.HK)升2.6%至3.7%。其他金融股方面,匯控(00005.HK)升1.7%,港交所(00388.HK)跌0.2%,友邦(01299.HK)跌2.8%報59.3元。
協鑫科技(03800.HK)去年少賺跌84.3%,推三年股份回購或分紅派息計劃,總額不低於25億人民幣,半日股價升5.4%。
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