港股收盘(08.29) | 恒指收涨0.53% 内银股集体下挫美团-W(03690)绩后大涨12%

智通财经08-29 16:44

智通财经APP获悉，港股早盘低开后下挫，恒科指一度跌超2%，午后指数探底回升，并悉数翻红。截止收盘，恒生指数涨0.53%或93.87点，报17786.32点，全日成交额1081.35亿港元；恒生国企指数涨0.34%，报6247.13点；恒生科技指数涨0.46%，报3461.22点。银河证券此前指出，互联网企业业绩提振市场信心，随着美联储降息步伐临近，关注受益于降息预期的科技板块，特别是分母端和分子...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2463851272?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-08-29 16:44","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2463851272","market":"hk","top_or_hot":-1,"title":"港股收盘(08.29) | 恒指收涨0.53% 内银股集体下挫 美团-W(03690)绩后大涨12%","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，港股早盘低开后下挫，恒科指一度跌超2%，午后指数探底回升，并悉数翻红。截止收盘，恒生指数涨0.53%或93.87点，报17786.32点，全日成交额1081.35亿港元；恒生国企指数涨0.34%，报6247.13点；恒生科技指数涨0.46%，报3461.22点。银河证券此前指出，互联网企业业绩提振市场信心，随着美联储降息步伐临近，关注受益于降息预期的科技板块，特别是分母端和分子...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082917005195cf5162&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股收盘(08.29) | 恒指收涨0.53% 内银股集体下挫 美团-W(03690)绩后大涨12%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股收盘(08.29) | 恒指收涨0.53% 内银股集体下挫 美团-W(03690)绩后大涨12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 16:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082917005195cf5162&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，港股早盘低开后下挫，恒科指一度跌超2%，午后指数探底回升，并悉数翻红。截止收盘，恒生指数涨0.53%或93.87点，报17786.32点，全日成交额1081.35亿港元；恒生国企指数涨0.34%，报6247.13点；恒生科技指数涨0.46%，报3461.22点。银河证券此前指出，互联网企业业绩提振市场信心，随着美联储降息步伐临近，关注受益于降息预期的科技板块，特别是分母端和分子...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082917005195cf5162&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FT_SY_HHI","symbol_name":"H股指数","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082917005195cf5162&s=b","article_id":"2463851272","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082917005195cf5162&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2463851272","pubTimestamp":1724921082,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"蓝筹股表现美团-W领涨蓝筹。截至收盘，涨12.55%，报115.7港元，成交额100.04亿港元，贡献恒指123.21点。二季度收入822.51亿元，同比增加21.02%；期内溢利113.52亿元，同比增加142.1%。中信银行上半年实现经营收入1086.40亿元，同比增长2.60%；净利润为354.90亿元，同比下降1.60%。车辆毛利率为18.7%，同比下滑2.3个百分点。比亚迪电子上半年实现收入785.81亿元，同比增加39.87%；股东应占溢利15.18亿元，同比增加0.14%，净利增长远低于此前机构预期。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"83690":"美团-WR","513600":"恒生指数ETF","BK1589":"北水核心资产","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1604":"节假日概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0228659784.USD":"施罗德金砖四国基金","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0196878994.USD":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","03690":"美团-W","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK1610":"ETF&股票定投概念","BK1521":"挪威政府全球养老基金持仓","07226":"XL二南方恒科","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","02833":"恒指ETF","HSCEI":"国企指数","LU0370786039.SGD":"Fidelity Greater China A-SGD","BK1591":"就地过年概念","BK1142":"互联网与直销零售","HSI":"恒生指数","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","02269":"药明生物","HSTECH":"恒生科技指数","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK1233":"餐馆","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC"},"translate_title":"Hong Kong stocks closed (08.29) The Hang Seng Index closed up 0.53%, domestic bank stocks collectively fell, and Meituan-W (03690) rose 12% after the results","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83690":0.9,"513600":0.6,"HSTECH":1,"03690":1,"07226":1,"HSI":1,"HSCEI":1,"02269":0.7,"MCHmain":0.6,"02833":0.6,"HHImain":0.6},"content_text":"智通财经APP获悉，港股早盘低开后下挫，恒科指一度跌超2%，午后指数探底回升，并悉数翻红。截止收盘，恒生指数涨0.53%或93.87点，报17786.32点，全日成交额1081.35亿港元；恒生国企指数涨0.34%，报6247.13点；恒生科技指数涨0.46%，报3461.22点。银河证券此前指出，互联网企业业绩提振市场信心，随着美联储降息步伐临近，关注受益于降息预期的科技板块，特别是分母端和分子端双重改善预期的细分行业有望更多受益。中长期来看，港股基本面更多依赖于国内经济，关注国内政策面的积极信号。蓝筹股表现美团-W(03690)领涨蓝筹。截至收盘，涨12.55%，报115.7港元，成交额100.04亿港元，贡献恒指123.21点。美团上半年实现收入1555.27亿元，同比增加22.87%；纯利167.2亿元，同比增加107.81%。二季度收入822.51亿元，同比增加21.02%；期内溢利113.52亿元，同比增加142.1%。公司表示，将不时在公开市场购回总金额不超过10亿美元的公司B类普通股股份。其他蓝筹股方面，蒙牛乳业(02319)涨9.65%，报13.18港元，贡献恒指5.8点；海底捞(06862)涨5.67%，报13.04港元，贡献恒指1.91点；理想汽车-W(02015)跌9.75%，报73.15港元，拖累恒指17.59点；比亚迪电子(00285)跌6.27%，报27.65港元，拖累恒指2.33点。热门板块方面盘面上，大型科技股涨跌互现，美团绩后大涨12%，阿里巴巴则小幅下跌。部分银行业绩低于预期，内银股今日集体下挫；马士基二次下调wk37报价，航运股走势疲软；电力股、博彩股、重型基建股、汽车股、石油股等纷纷走低。另一边，新签订单加速回暖，CRO概念股集体上扬；板块迎多重利好，光伏股多数走高；乳制品股、水务股、餐饮股等表现亮眼。1. 内银股集体下挫。截至收盘，中信银行(00998)跌6.73%，报4.57港元；交通银行(03328)跌6.31%，报5.79港元；农业银行(01288)跌4.09%，报3.52港元；建设银行(00939)跌3.26%，报5.63港元。针对银行板块回调，浙商银行指出，前期银行股作为避险品种，在风格回摆的过程中扮演提款机角色。此外，8月28日部分银行业绩披露，低于部分投资者预期，这也影响了市场的情绪。从已发布的银行中报来看，交通银行上半年净利润452.87亿元(人民币，下同)，同比下降1.63%；核心盈利同比跌6.5%。中信银行上半年实现经营收入1086.40亿元，同比增长2.60%；净利润为354.90亿元，同比下降1.60%。2. 航运股走势疲软。截至收盘，中远海能(01138)跌4.41%，报8.45港元；太平洋航运(02343)跌2.74%，报2.13港元；中远海控(01919)跌1.48%，报10.62港元。8月23日，上海航运交易所发布的上海出口集装箱综合运价指数为3097.63点，较上期下跌5.60%，美西和美东航线分别大幅下滑9.51%和8.08%，而欧洲和地中海航线也分别下跌了4.56%和2.63%。另外，马士基9月第二周报价降至5600美元/FEU，地中海航运公司9 月初报价降至 6040 美元/FEU 附近。地缘方面，据报道，加沙地带停火谈判未来几天将在多哈继续进行；中东仍维持“边打边谈”。3. 光伏股多数走高。截至收盘，新特能源(01799)涨5.62%，报6.77港元；协鑫科技(03800)涨4.63%，报1.13港元；信义能源(03868)涨2.74%，报0.75港元。国新办发布《中国的能源转型》白皮书。其中提及，有序推进大型风电光伏基地建设，规划建设4.5亿千瓦大型风电光伏基地项目。积极推进分布式新能源发展，开展“千乡万村驭风行动”“千家万户沐光行动”。此外，隆基、中环两大光伏龙头近日宣布硅片涨价。华安证券指，下半年光伏板块有望进入本轮下行周期的最后阶段。当下对板块的“利多”在逐渐积累，“边际利空”暂无新增，底部不悲观。4. CRO概念股集体上扬。截至收盘，药明康德(02359)涨3.16%，报34.25港元；昭衍新药(06127)涨2.54%，报7.27港元；药明生物(02269)涨2.28%，报10.76港元。随着海外投融资的企稳复苏，CXO海外订单呈现明显回暖趋势，新签订单增速呈现逐季度加速趋势。具体来看，康龙化成上半年新签订单金额同比增长超过15%；凯莱英上半年新签订单同比增长超过 20%，且二季度较一季度环比有较大幅度增长；截至2024年6月底，药明生物未完成订单总量增加至201.1亿美元，3年内未完成订单量约36.4亿美元。中报即将收官，绩优股表现亮眼。截至收盘，IGG(00799)涨21.8%，报3.24港元；中国飞鹤(06186)涨13.17%，报4.04港元；美团-W(03690)涨12.55%，报115.7港元；中航信(00696)涨10.72%，报9.19港元；郑煤机(00564)涨7.24%，报9.18港元；中国人保(01339)涨6.14%，报2.94港元；绿叶制药(02186)涨5.94%，报3.03港元；一拖股份(00038)涨5.01%，报7.75港元。热门异动股1. 理想汽车-W(02015)绩后重挫，截至收盘，跌9.75%，报73.15港元。理想汽车二季度实现营收316.78亿元，同比增长10.6%；净利润11亿元，同比减少52.3%；经调整净利润为15.03亿元，同比下降44.9%。车辆毛利率为18.7%，同比下滑2.3个百分点。公司预计第三季度交付量14.5万至15.5万辆；预计三季度收入总额394至422亿元，同比增长13.7至21.6%。2. 龙源电力(00916)全天承压，截至收盘，跌6.38%，报6.16港元。龙源电力上半年实现收入人民币188.83亿元，同比下降4.9%；公司权益持有人应占净利润人民币40.20亿元，同比下降21.6%。营收下降主要归因于风电分部2024年上半年的销售电力及其他收入为人民币137.81亿元，同比减少9.4%。3. 比亚迪电子(00285)创4个月新低，截至收盘，跌6.27%，报27.65港元。比亚迪电子上半年实现收入785.81亿元，同比增加39.87%；股东应占溢利15.18亿元，同比增加0.14%，净利增长远低于此前机构预期。毛利率则由2023年上半年约7.85%下降至期内约6.85%，主要原因是销售结构变化。4. 中国中免(01880)续创新低，截至收盘，跌4.82%，报46.4港元。财政部等五部门此前联合下发《关于完善市内免税店政策的通知》。平安证券指出，尽管市内免税相关政策落地，但因与过往政策、适用购买群体有较大差别，免税运营商与更多品牌的合作还有较大开拓空间，市内免税店带来的销售增量尚待观察，也需要运营商以现有政策与品牌商积极拓展合作。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2463851272"}

港股收盘(08.29) | 恒指收涨0.53% 内银股集体下挫 美团-W(03690)绩后大涨12%

精彩评论

港股收盘(08.29) | 恒指收涨0.53% 内银股集体下挫美团-W(03690)绩后大涨12%