《半日总结》恒指跌87点 腾讯下滑逾3% 比亚迪电子挫近一成
美国对TikTok及腾讯(00700.HK)旗下微信实施制裁。本港股市今日早市偏软。恒指低开154点，早段跌幅曾扩大至258点见24,272点，其後跌幅曾收窄至23点至24,508点，半日跌87点或0.4%，报24,443点；国指跌38点或0.4%，报10,024点：恒生科技指数跌208点或2.8%，报7,178点。大市半日成交总额787.44亿元，沪、深港通南下交易半日录得净流入金额分别为4.88亿及23.34亿元人民币。
腾讯跌3.3%报510元，阿里巴巴(09988.HK)跌2.6%报242.6元，美团点评(03690.HK)逆升1.4%报225.6元，小米(01810.HK)跌1.4%报15.22元。京东(09618.HK)及网易(09999.HK)各跌2.3%及3.3%。其他科网股方面，新东方在线(01797.HK)及心动(02400.HK)各跌6.9%及6.7%，金蝶(00268.HK)跌5.6%，平安好医生(01833.HK)跌3.8%，阿里健康(00241.HK)、阅文(00772.HK)、网龙(00777.HK)及众安在线(06060.HK)各跌2.7%至2.9%。晶片股中芯(00981.HK)及华虹半导体(01347.HK)各跌5.7%及2.6%。
市场关注苹果因微讯遭封杀影响中国业务，手机相关股受影响。比亚迪电子(00285.HK)跌9.7%，瑞声(02018.HK)跌5.7%，丘钛(01478.HK)、舜宇(02382.HK)及鸿腾(06088.HK)各跌3.3%至3.8%。电讯设备股中兴(00763.HK)及京信通信(02342.HK)亦各跌2.4%及2%。医药股亦向下，中生制药(01177.HK)跌4.1%，药明生物(02269.HK)及石四药(02005.HK)各跌4.9%及5.9%，信达生物(01801.HK)、绿叶制药(02186.HK)及复星医药(02196.HK)各跌3.3%至3.6%。
电讯股受追捧，中移动(00941.HK)升2.2%报55.05元，联通(00762.HK)及中电信(00728.HK)各升2.3%及1.3%。濠赌股受捧，澳博(00880.HK)、永利澳门(01128.HK)及银娱(00027.HK)各升5.4%、5%及4.7%，新濠国际(00200.HK)升3.7%，金沙中国(01928.HK)及美高梅中国(02282.HK)各升2%及2.7%。
基建股亦造好，中国中铁(00390.HK)、中铁建(01186.HK)及中交建(01800.HK)各升2.5%至2.9%。资源股则回落，江西铜业(00358.HK)、五矿资源(01208.HK)及赣锋锂业(01772.HK)各跌5.4%、5.1%及4.9%，中铝(02600.HK)及洛钼(03993.HK)各跌2.3%及3.7%。金银股回吐，招金(01818.HK)及紫金(02899.HK)各跌4.9%及7.9%，中国白银(00815.HK)跌4.7%，山东黄金(01787.HK)跌2.5%。
内需股方面，统一企业中国(00220.HK)半年多赚6.8%，股价不升反跌6.5%报7.81元。国美(00493.HK)、百威亚太(01876.HK)及猫眼娱乐(01896.HK)各跌2.3%至2.7%，高鑫零售(06808.HK)跌3.1%。比亚迪(01211.HK)跌3.7%。
传统蓝筹方面，汇控(00005.HK)升1.2%报33.2元，港交所(00388.HK)跌1.8%报374.6元，友邦(01299.HK)跌0.2%报71元，内险股国寿(02628.HK)升1.3%报18.42元。其他股份方面，国泰航空(00293.HK)供股获137%认购，股价早市跌4.7%。天山股份(000877.SZ)拟发行股份收购中建材(03323.HK)多项水泥资产，中建材半日跌4.1%。
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