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恒生科技指数随纳指曾续挫5.4% 阿里/微盟/中芯/京东续吐4.5%-5.6%
阿思达克 09-04 11:25
美国8月ISM非制造业指数四个月来首次回落幅度略超预期,加上美国7月贸易逆差扩至12年来最高兼远超预期,市场忧虑美国经济复苏步伐漫长兼艰巨,投资者先行抛售近期严重超买股价屡破顶的大型科网股,英特尔、fb、亚马逊、奈飞、谷歌母企Alphabet、费城半导体指数、微软、苹果、英伟达及三连吐Tesla依次挫逾3.5%-9%,拖累屡破顶的纳指及标普急吐5%及3.5%。纳指一百期货续吐1.5%报11,627。

本港恒生科技指数承昨天由纪录高位吐近2.6%势,今早曾再急挫5.4%低见7,290喘定,现造7,452,续吐3.3%。

阿里巴巴-SW(09988.HK)及京东-SW(09618.HK)继昨天由纪录高位回落後,今早随ADR(昨晚分别续吐4%及挫5%)进一步跌破10天线,低见265.2元及300元,现造271.4元及305元,续吐4.6%及5.6%。

下周一正式「染蓝」的小米-W(01810.HK)承昨天由纪录高位急吐7%结束六连涨後,今早曾略失10天线(22.15元),最低见22元,现造23.35元,续吐2.3%。蓝筹重磅股腾讯(00700.HK)失守20天及50天线(525.6元及529.5元),最低见513元,现造520.5元,续跌2.5%。

美团-W(03690.HK)及微盟(02013.HK)也由纪录高位连吐第二天兼失守10天线,最低见244.2元及11.7元,现造256.2元及12.12,续吐2.4%及4.7%。金山软件(03888.HK)、金蝶(00268.HK)、网龙(00777.HK)及蓝筹瑞声(02018.HK)续跌近3%-4%。

中芯国际(00981.HK)市前有两宗合共1.75亿股以每股23.62元(较昨天收市价折让约4%)非自动对盘上板,涉资41.335亿元。该股今早跌破百天线(23.77元),最低见22.45元,创两个半月低,现造23.25元,续跌5.5%。销售文件显示,中芯主要股东国家集成电路基金旗下「鑫芯投资」拟以每股23.62-24.6元,配售1.65亿股旧股,套现最多40.59亿元。

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