《半日总结》恒指跌48点 环保新能源股扬 濠赌航空受压
美国财政部向美联储索回未动用新冠疫情紧急信贷计划款项，美股道指上周五(21日)跌219点或0.8%。恒生科技指数衍生产品推出，科技股上涨限制港股早市跌幅。恒指高开208点，早段曾升211点一度高见26,662点，其後回落低见26,369点曾倒跌82点，半日跌48点或0.2%，报26,403点；国指升88点或0.8%，报10,642点；恒生科技指数升69点或0.9%，报8,067点。大市半日成交总额782.22亿元，沪、深港通南下交易半日录得净流入金额分别为12.88亿及20.6亿元人民币。
科技指数认股及牛熊证首日上市，主要科技股上升。小米(01810.HK)升5.1%报26.85元，盘中触及26.95元上市高位，阿里巴巴(09988.HK)升4.4%报264.2元，网易(09999.HK)升3.7%，京东(09618.HK)升1.6%。腾讯(00700.HK)升0.6%报591.5元，美团(03690.HK)盘中曾高见313.4元，半日仅升0.1%报304.4元。其他科技股方面，网龙(00777.HK)及金山软件(03888.HK)各跌2.5%及3%。
中国提出二氧化碳排放目标至2030年前达到峰值及2060年前实现碳中和。环保能源及光伏股急涨。龙源(00916.HK)升10%，信义光能(00968.HK)及大唐新能源(01798.HK)各升5%及5.1%。光伏玻璃供应商福莱特玻璃(06865.HK)炒高逾11%，保利协鑫(03800.HK)涨13.7%。电动车生产商比亚迪(01211.HK)升6.1%，锂电池原材料生产商赣锋锂业(01772.HK)升6.3%。
本港新冠疫情恶化，濠赌股及航空股受压。银娱(00027.HK)、新濠国际(00200.HK)、澳博(00880.HK)、永利澳门(01128.HK)、金沙中国(01928.HK)及美高梅中国(02282.HK)各跌4.3%至6.1%，国泰航空(00293.HK)跌4.6%，主要股东太古A(00019.HK)亦跌3.6%。国航(00753.HK)及南航(01055.HK)各跌3%及4.5%。本地餐饮股大家乐(00341.HK)跌4.2%，本地收租股恒隆地产(00101.HK)、领展(00823.HK)、九仓置业(01997.HK)及新地(00016.HK)各跌2.2%至3.3%。
5G股中通服(00552.HK)及中兴通讯(00763.HK)各跌1.7%及2.4%。内房股普遍走弱，中海外(00688.HK)、世茂(00813.HK)及合景泰富(01813.HK)各跌2.4%、3.3%及3.6%。内需股普遍下跌，猫眼娱乐(01896.HK)、维他奶(00345.HK)及中国旺旺(00151.HK)各跌3.8%、4.7%及5.2%，啤酒股百威亚太(01876.HK)及润啤(00291.HK)逆升5.8%及8.8%。汽车股方面，华晨(01114.HK)及北汽(01958.HK)各跌2.4%及3.2%，长汽(02333.HK)升3.9%。
资源股上涨，中铝(02600.HK)升15.9%、铁货(01029.HK)及五矿资源(01208.HK)各升10.1%及12%，江铜(00358.HK)升6.9%，洛阳钼业(03993.HK)及俄铝(00486.HK)各升4.8%及4.3%。煤炭钢铁股亦上扬，兖州煤(01171.HK)、中煤(01898.HK)、马钢(00323.HK)及鞍钢(00347.HK)各升3.9%至5.2%，神华(01088.HK)及重钢(01053.HK)各升2.8%及2.6%。油股上升，中石油(00857.HK)及中海油(00883.HK)各升2.4%及4.3%，油服股中海油服(02883.HK)及安东油服(03337.HK)各升逾6%。
其他蓝筹方面，汇控(00005.HK)升0.5%报39.1元，港交所(00388.HK)升0.5%报378元，友邦(01299.HK)跌3.7%报86.2元，中移动(00941.HK)跌1.4%报46.3元，药明生物(02269.HK)(02963.HK)跌3.4%。
金斯瑞生物科技(01548.HK)主席被捕後辞任，股价跌11.6%。
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