港股覆盤:恆指下跌0.43%,中芯國際H股暴跌逾22%
今日,港股主要指數收跌,恆指跌0.43%報24589點,國指跌1.21%報9764點,恆生科技指數大跌4.57%。
盤面上,燃料電池股、香港零售股漲幅居前,周大福漲6%;航空股表現亮眼,東航、南航均大漲7%;保險股走勢分化,友邦保險大漲6%,新華保險跌近2%;半導體板塊領銜大跌,中芯國際暴跌近23%,華虹半導體大跌14.4%;軍工股、影視娛樂股、豬肉概念股均下挫;大型科技股集體走低,美團跌超5%,阿里跌3%,小米、騰訊均跌超1.3%。今日南下資金逆勢淨流入51.2億港元,大市成交額為1582億港元。

(來源:Wind)
今日,中芯國際A股和港股股價大跌,其A股盤中收跌11.29%,港股收跌22.88%。尤其是,H股從近期高點已經累計下跌超過56%。

(來源:Wind)
消息面上,此前據路透社等媒體報道,美國政府有關部門正在考慮將中芯國際(SMIC)列入貿易黑名單,而中芯國際週六緊急對此類報道進行迴應,稱任何關於「中芯國際涉軍」的報道均為不實新聞。
另外,醫藥股繼續回撤。其中,永勝醫療下跌10.71%,微創醫療下跌9.27%,春立醫療、康基醫療均下跌超過6%。

(來源:富途)
汽車股走強。其中,長城汽車大漲5.45%,比亞迪上漲3.72%,吉利汽車上漲0.12%。

今日,保險龍頭友邦保險逆勢大漲5.99%。近日,大和發表研究報告指,中國保險企業上半年純利及新業務價值都稍為較預期弱。對於下半年,該行認為,在資產及負債方面都將會有正面因素推動一些企業的評級。行業首選為中國人壽、新華保險及友邦保險。在疫情及經濟漸趨穩定的情況下,該行估計行業的新業務價值將按年恢復增長11%。

(來源:Wind)
港股通名單今日調整,信達生物收漲11%,一度大漲將近20%。海吉亞醫療大漲8%。另外,百濟神州、九毛九等被納入名單的公司基本錄得上漲。
今日,南下資金總計淨流入39.69億港元。其中,港股通(滬)淨買入4.21億港元,港股通(深)淨買入35.48億港元。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.