港股收評:恆生科技指重挫5%,新經濟巨頭集體暴跌
今日,港股主要指數收盤漲跌不一,恆指漲1.1%報26301點,恆生科技指數大幅收跌5.15%。盤面上,航空股、石油股強勢領漲,中海油大漲14%為最佳恆指成份股,國泰航空亦大漲14%;香港本地股、啤酒股尾盤漲幅再度擴大,渣打集團大漲超10%;濠賭全線爆發,受益疫苗進展和澳門放寬從內地入境外國人限制。

航空股表現最為強勢。其中,中銀航空租賃大漲21%,北京首都機場股份大漲17.8%,國泰航空大漲13.88%,中國國航也大漲12.78%,東航、南航紛紛大漲。消息面上,美國製藥巨頭輝瑞和德國生物技術公司BioNTech合作研發的新冠肺炎疫苗有重大突破,聲稱能抵禦新冠肺炎的有效程度超過90%,一度刺淨美股道指漲逾1600點。

香港銀行股暴力大漲。渣打集團暴漲10.5%,匯豐控股大漲8.2%,中銀香港大漲5.5%。消息面上,疫苗有望出台,全球經濟有望重回正軌,匯豐及渣打早前都表示會研究恢復派息。不過,據英國《星期日泰晤士報(Sunday Times)》,英倫銀行副行長康利夫稱,暫時仍未確定容許英資銀行可以恢復派息,市場可能仍有限制。

今日港股科技股大跌,截至收盤,美團跌10.80%報299.00港元,京東集團跌8.89%報330.00港元,阿里巴巴跌5.10%報275.40港元。

市場普遍認為互聯網巨頭集體股價暴跌與市場監管總局發佈的《關於平台經濟領域的反壟斷指南(徵求意見稿)》有關。《徵求意見稿》中指出,平台經濟領域壟斷協議主要是指平台經營者、平台內經營者排除、限制競爭的協議、決定或者其他協同行為。其中涵蓋了對於市場支配地位、不公平價格行為、低於成本銷售、限定交易、差別待遇(大數據殺熟)、搭售或者附加不合理交易條件等行為的認定。
蘋果概念股集體暴跌。其中,比亞迪電子重挫9.4%,舜宇光學科技、高偉電子均大跌超7%,丘鈦科技、通達集團紛紛下挫。

SaaS概念集體重挫。其中,中國有贊大跌11.3%,金山軟件大跌超7%,中國軟件國際 、匯付天下均重挫超6%,金蝶國際下跌5%。

今日,南下資金總計淨流出11.67億港元。其中,港股通(滬)淨買出13.24億港元,港股通(深)淨買入1.57億港元。
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