港股收評:三大指數收跌,大型科技股全線回調,生物醫藥板塊走強
今日港股三大指數均收跌,恆指早盤一度轉漲,午後再次回落,收跌0.45%報25001點,國指跌0.61%報9940點。今日南下資金淨流入28.03億港元,大市成交額為1465億港元。

數據來源:Wind
盤面上,生物醫藥股漲幅居前,康希諾生物漲近10%;光伏太陽能板塊領跌,汽車股全線下挫,吉利汽車跌超6%;重型機械股、紙業股、鋼鐵股、航空股走強,中國重汽升超7%,三大航空股均漲超2%;SaaS概念股走低明顯,微盟跌逾7%。
具體來看:
生物醫藥股集體走強,啟明醫療大漲超13%,康希諾生物-B漲9.62%,諾誠健華、亞盛醫藥、康方生物等跟漲。

數據來源:富途
消息面上,康希諾生物昨日午間宣佈,已開始重組新型冠狀病毒疫苗(腺病毒5型載體,Ad5-nCoV)的III期臨牀試驗,並與Petrovax簽訂協議,將共同推進在俄羅斯進行Ad5-nCoV的三期臨牀試驗。
SaaS概念股跌幅居前,微萌集團大跌7.02%,阜博集團跌超6%,中國有贊、金山軟件、中國軟件國際等跟跌。

數據來源:富途
汽車股集體走低,其中吉利汽車大跌6.46%,長城汽車跌超4%,比亞迪、北京汽車、華晨中國等跟跌。

數據來源:富途
近期強勢的大型科技股全線回調,小米大跌7%,報23.9港元,成交額97.66億港元,最新總市值5761.75億港元。

此外,美團跌近4%,京東跌2.65%,阿里跌2.4%。

圓通速遞今日繼續走強,收漲15.94%,報1.14港元,成交額28.32億元,最新總市值34.55億港元。

頤海國際一度跌超8%,截至收盤,跌7.87%,報122.9港元,成交8.24億港元,最新總市值1287億港元。近期股價持續上漲,6月中旬以來累計漲幅超96%續創新高。根據聯交所最新權益披露資料顯示,2020年8月31日-9月1日,頤海國際遭執行董事孫勝峯在場內以每股均價126.5港元及124.8208港元合計減持20萬股,涉資約2508.17萬港元。

數據來源:Wind
港股通個股方面,泰升集團大漲14%,首程控股、重慶鋼鐵股份、華寶國際漲幅居前。中國外運大跌9.57%,小米集團-U、頤海國際、微萌集團跌幅居前。


數據來源:Wind
截至收市,南向合計淨流入15.51億元,其中港股通(滬)淨流入8046萬元,港股通(深)淨流入14.71億元。

數據來源:Wind
中州國際認為,新型肺炎疫情於全球持續,雖然環球股市於3月急挫後,曾乘歐美經濟重啟而反彈,惟各地疫情又重臨,尤其美國、印度、 南美洲,以至香港等確診數字更為顯着;另一邊,中美關係惡化更困擾市場,故暫時建議中長線投資者繼續採取保守策略。
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