《半日总结》恒指跌20点 阿里挫近9% 中资电讯及基建股弹
市场消化新冠疫苗消息，美股昨(10日)个别发展，道指上升0.9%，纳指受科技股拖累跌1.4%，港股早市在科技股拖累下偏软。恒指今早低开74点，早段曾倒升131点见26,432点，其後曾跌114点一度低见26,187点，半日跌20点或0.1%，报26,281点；国指跌31点或0.3%，报10,555点；恒生科技指数跌446点或5.6%，报7,515点。大市半日成交总额达1,473.95亿元，沪、深港通南下交易半日录得净流入金额分别为32.04亿及45.38亿元人民币。
中国出台互联网平台反垄断指南，大型科技股今日持续捱沽。腾讯(00700.HK)跌5.4%报563元，阿里巴巴(09988.HK)跌8.9%报251元，同系阿里健康(00241.HK)及阿里影业(01060.HK)各跌10.1%及6.3%。美团(03690.HK)跌7.5%报277.6元，小米(01810.HK)跌5.7%报23.05元，京东(09618.HK)跌8.1%报303.6元。
其他科网股方面，心动(02400.HK)、众安在线(06060.HK)、金蝶(00268.HK)、微盟(02013.HK)及金山软件(03888.HK)各跌5%至7%，恒腾网络(00136.HK)跌4.5%。晶片股中芯(00981.HK)及华虹半导体(01347.HK)各跌7.4%及14.9%。手机部件股亦普遍向下，瑞声(02018.HK)跌5%。
电讯股中移动(00941.HK)升4.7%报53.65元，中电信(00728.HK)及联通(00762.HK)各升9.7%及6.1%。汽车股吐，比亚迪(01211.HK)及长汽(02333.HK)各跌10.4%及9.9%，吉利(00175.HK)及广汽(02238.HK)各跌4.5%及5.4%。体育用品股安踏(02020.HK)及李宁(02331.HK)各跌3.1%及6.3%。申洲(02313.HK)跌6.8%，遭主要股东减持共套50亿元。
国内水泥价格持续上涨支持水泥股，海螺水泥(00914.HK)升3.2%，润泥(01313.HK)及中建材(03323.HK)各升5.7%及9.7%。基建股急升，中铁(00390.HK)、中车(01766.HK)、中交建(01800.HK)及中国建筑国际(03311.HK)各升4.3%至6.8%，中铁建(01186.HK)升9.8%。
餐饮股九毛九(09922.HK)遭股东减持套现近6.2亿元，早市股价跌5.9%。呷哺呷哺(00520.HK)升4.4%，海底捞(06862.HK)则跌4%。其他内需股方面，恒安(01044.HK)升3%，猫眼娱乐(01896.HK)跌4.9%。其余蓝筹方面，汇控(00005.HK)升3.7%报39.1元，渣打(02888.HK)升3.3%，港交所(00388.HK)跌2.8%报370元，友邦(01299.HK)升1%报87.85元。长和(00001.HK)及太古A(00019.HK)各升4.3%及6.6%。
内银股工行(01398.HK)、交行(03328.HK)、招行(03968.HK)及中行(03988.HK)各升1.7%至2.2%，邮储行(01658.HK)升3.3%。内险股中国平安(02318.HK)、财险(02328.HK)、太保(02601.HK)及中国太平(00966.HK)各升1.9%至2.7%。
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.
