港股收評:恆指小跌0.13%,醫療、汽車板塊領跌大市
今日,港股恆指震盪收跌0.13%報26532點,國指跌0.81%報10573點,恆生科技指數大跌1.72%。

盤面上,半導體板塊強勢,華虹半導體盤中破頂,中芯國際漲3.5%;餐飲股、家電股、煤炭股普遍上揚,呷哺呷哺大漲超10%逼近新高;銀行股持續活躍,匯豐控股、渣打集團均漲超3%;大型科技股表現疲弱,美團跌4%,京東、網易、阿里、騰訊均下跌;汽車股板塊大幅走低,比亞迪股份下挫近8%;光伏太陽能股、醫療保健股、手遊股、蘋果概念股全天弱勢。恆大物業上市首日收跌0.23%。今日南下資金淨流入55.78億港元,大市成交額為1817.39億港元。
汽車板塊領跌大市。其中,比亞迪股份重挫7.89%,吉利汽車大跌4.16%,長城汽車下跌3.93%,華晨中國下跌2.5%,北京汽車和廣汽集團均跌超1%。消息面上,美股上市的中國新能源車“三劍客”紛紛撲街。其中,蔚來和小鵬汽車跌超10%,理想汽車跌超3%。

醫療保健板塊再度重挫。其中,中國再生醫學暴跌超10%,威高股份重挫6.9%,康基醫療、春立醫療均跌超5%,愛康醫療下跌超3%。

光伏板塊表現萎靡。其中,福萊特玻璃大跌6.22%,信義光能下跌5.23%,協鑫新能源、保利協鑫能源均跌超2%。

半導體板塊表現強勢。其中,華虹半導體大漲6.42%,中芯國際大漲4.17%,ASM太平洋、芯智控股小幅跟漲。

早在11月30日,台灣晶圓代工大廠力積電召開法人説明會,力積電董事長黃崇仁對外表示,由於需求成長率大於產能成長率,且包括5G及AI等應用帶動更多需求,使得晶圓代工市場出現了產能緊缺,而新建晶圓廠成本高昂,並且從興建到量產至少需要三年,因此新建產能的「遠水」難救「近火」。目前產能吃緊已經到了客户會恐慌的情況。黃崇仁對認為,全球晶圓代工產能不足會持續到2022年之後。
今日,小米集團下跌7%。12月1日早盤,小米短暫停牌。午間,小米公佈了發債及配股融資方案。下午1時小米復牌,股價一度跳水跌超10%,後跌幅收窄。

小米集團此次發債及配股融資淨額近40億美元(約合310億港元)。小米稱這筆款項將用於增加營運資金以擴大業務,投資以增加主要市場的市場份額,投資戰略生態系統以及其他一般公司用途。
匯豐控股再度大漲3.66%。從9月25日低點反彈以來,匯豐已經大漲超過48%,最新總市值逼近9000億港元。

今日,南下資金總計淨流入43.92億港元。其中,港股通(滬)淨流入28.14億港元,港股通(深)淨買入15.78億港元。

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.