熱點掃描 | 歐洲疫情陰雲再起,週期股受重挫
uSMART盈立智投3月24日消息,全球除中國外新冠肺炎單日新增確診病例環比連續兩週出現增加因變異病毒新增確診病例再度激增,歐洲面臨第三波疫情爆發,德國、法國、意大利等多國重啓封鎖,疫苗播種速度也面臨挑戰。港股今日開盤後直線跳水,恆生指數下跌1.74%,報28008.77,成交額612.24億。國企指數跌1.92%。恆生科技指數跌2.89%。港股通淨流出14.28億。
隔夜美股濠賭股大跌,加之澳門今日起暫停接種復星mRNA新冠疫苗,博彩股下挫,截至10:36,永利澳門跌超5%,新濠國際發展跌超4%,金沙中國跌超3%,美高梅中國跌超3%,銀河娛樂跌超3%,澳博跌超3%。
昨日市場傳聞國儲拋鋁錠,致鋁價以及主要鋁業股大跌,進而引發整個有色板塊乃至整個週期板塊大幅調整,有色金屬、黃金板塊大幅下挫,截至10:36,中國鋁業跌超8%,業績顯示公司淨利潤同比減少13.14%至7.41億元。紫金礦業跌超9%,江西銅業股份跌超7%,五礦資源跌超7%,贛鋒鋰業跌超6%,中國有色礦業跌超5%,俄鋁跌超4%,中國宏橋跌超4%。
汽車板塊跌幅明顯,截至10:36,吉利汽車領跌,跌超11%,公司2020年營收與淨利潤同比均出現下降,而且近期傳出吉利汽車科創板IPO計劃受阻。比亞迪跌超5%,昨日工信部發布關於擬撤銷《免徵車輛購置稅的新能源汽車車型目錄》車型名單, 涉及比亞迪車型。雅迪控股跌超6%,長城汽車跌超5%,廣汽集團跌超3%,恆大汽車跌超2%,北京汽車跌超2%。
航空股走弱,截至10:36,中國南方航空跌超4%,中國東方航空跌超3%,國泰航空跌超3%。
國際油價大跌,石油股承壓,截至10:36,中海油田服務跌超4%,上海石油化工跌超3%,中國石油股份跌超2%,中國海洋石油跌超2%,中國石油化工股份跌超1%。
光電新能源板塊下行,截至10:36,保利協鑫能源跌超8%,信義光能跌超7%,福萊特玻璃跌超5%,彩虹新能源跌超4%,新特能源跌超3%。
恆生科技指數成分股跳水,截至10:36,閱文集團大漲超13%,下半年業績環比大增。同程藝龍漲超3%。快手大跌超10%,業績顯示2020年因股本價值變動大幅虧損1166億元,營收不及市場預期。衆安在線跌超8%,舜宇光學跌超5%,京東健康跌超3%,美團跌超3%,小米跌超3%,騰訊小幅下跌0.24%。
燃氣股逆市走強,截至10:36,崑崙能源漲超6%,公告顯示其全年息稅折舊及攤銷前利潤128.9億元。新奧能源漲超4%,中國油氣控股漲超3%,中國燃氣漲超3%,港華燃氣漲超2%。
交易活躍的港股ETF方面,截至11:25,做空類ETF:XI二南方恆科(07552)、FI二南方國指(07588)和FI二南方恆指(07500)繼續保持昨日強勢,領先漲幅榜,漲幅分別達5.56%、4.12%和3.47%;XL二南方恆科(07226)則領跌榜單,跌幅達5.53%,成交額達8653.63萬,F三星原油期(03175)跌4.83%,總市值保持24.16億。
港股ETF漲幅榜:

港股ETF跌幅榜:

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.