《半日总结》恒指升13点 科技指数挫逾3% 中芯泻近两成
美股上周五(4日)表现波动，港股在美国今日(7日)劳工节假期下好淡争持。恒指低开74点後，早段曾跌93点见24,601点，其後亦曾倒升212点见24,908点，随後再度倒跌，中午前回稳，半日升13点或0.1%，报24,708点；国指跌45点或0.5%，报9,838点；恒生科技指数跌253点或3.3%，报7,334点。大市半日成交总额943.52亿元，沪、深港通南下交易半日录得净流入金额分别为12.23亿及29.77亿元人民币。
蓝筹股方面，新贵阿里巴巴(09988.HK)跌1.1%报271元，小米(01810.HK)升1.2%报24.8元。药明生物(02269.HK)跌5.6%报9.73元。腾讯(00700.HK)跌0.4%报516元，汇控(00005.HK)跌0.2%报33.05元，恒生(00011.HK)反弹1.9%重上121.4元，港交所(00388.HK)跌1.3%报375.8元，友邦(01299.HK)升3.8%报80.6元。中资金融中行(03988.HK)及中国平安(02318.HK)各升0.4%及0.2%，电讯股中移动(00941.HK)跌0.6%报52.85元，油股中石化(00386.HK)升2.3%。
美国考虑制裁中芯(00981.HK)，中芯挫19.8%报18.98元，华虹半导体(01347.HK)亦泻12.9%报25.4元。晶片设备股ASM太平洋(00522.HK)跌2.6%。手机相关股亦受压，比亚迪电子(00285.HK)及丘钛(01478.HK)各跌5.3%及6.7%，信利(00732.HK)及舜宇(02382.HK)各跌3%及2.9%。电讯设备股中兴(00763.HK)跌5.1%。
其他科技股方面，国指成分股美团(03690.HK)跌3.3%报253.2元，京东(09618.HK)升0.4%，网易(09999.HK)跌0.9%。平安好医生(01833.HK)、金山软件(03888.HK)、众安在线(06060.HK)及美图(01357.HK)各跌1%至3.3%，网龙(00777.HK)、心动(02400.HK)、金蝶国际(00268.HK)及IGG(00799.HK)各跌2.8%至4.3%，阿里健康(00241.HK)及擎天软件(01297.HK)各跌4.8%及6.5%，获大摩升目标价微盟(02013.HK)则逆升5.2%。
内需股受压，华润啤酒(00291.HK)、百威亚太(01876.HK)、阿里影业(01060.HK)及维达国际(03331.HK)各跌2%至2.5%，国美(00493.HK)、呷哺呷哺(00520.HK)、恒安(01044.HK)及高鑫零售(06808.HK)各跌1.6%至4.5%。内地券商股亦走弱，中金(03908.HK)、中信证券(06030.HK)、中信建投(06066.HK)、光大证券(06178.HK)及中国银河(06881.HK)各跌1.7%至3.1%。医药股威高(01066.HK)及中生制药(01177.HK)各跌3.5%及2.5%。
多只新纳入港股通股份急升，信达生物(01801.HK)弹16.1%报60.15元，九毛九(09922.HK)升4.7%报18元，盘中曾升15.7%。百济神州(06160.HK)升7%报151.9元，盘中曾升7%。航空股上扬，东航(00670.HK)及南航(01055.HK)各升6.4%及6.3%，国航(00753.HK)及中银航空租赁(02588.HK)各升3.3%及2.9%，内地8月以美元计出口按年增9.5%胜预期，航运股中外运(00598.HK)及中远海运港口(01199.HK)各升2.1%至2.5%，中远海控(01919.HK)升6.9%。
汽车股长城汽车(02333.HK)获券商上调目标价，股价升7.9%。国际矿业巨擘力拓蒙古铜矿现阻滞，铜矿商江西铜业(00358.HK)股价升5.6%。
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