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港股異動 | 中芯國際的套路重演?康希諾生物AH股"冰火兩重天"

uSMART友信智投8月13日消息,科創板上市之日就是H股大跌之時?疫苗明星股康希諾生物-B沒有逃過"魔咒",今日上演中芯國際、君實生物的類似一幕。

上市首日,科創板N康希諾-U688185.SH)高開124%,隨後快速下跌,截至10:05分,升幅只剩91.22%。與此同時,H股康希諾生物-B亦高開低走,截至10:02分,一度跌近10%

近期,不少港股份拆回A,但首日AH股均呈現"冰火兩重天"的局面。

中芯國際7月16日登陸科創板,首日收升201.97%,H股則上演驚魂大跳水,收跌25.23%。

君實生物7月15日登陸科創板,首日收升172.07%,H股當日收跌13.13%。

市場觀點認為,中芯國際、君實生物H股在“登科”日大跌,皆因獲利資金大幅出逃。由於AH兩地股價不能互換,投資者不能進行套利操作,實際上A股估值提升未必能夠提高H股的估值。事實上,目前亦有很多AH股溢價未有收窄,反而增加。因此投資者不能單方面期待A股上升能提升H股估值。

 

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