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恆科指數續跌近1.9% 美團/微盟/明源雲挫6%-7.5% 阿里/瑞聲漲8%-10% 同程藝龍破頂
阿思達克 04-12 14:17
國家市場監督管理總局因應濫用市場支配地位對阿里巴巴(09988.HK)處以歷來最大巨額罰款182.28億人民幣反壟斷罰金,市場憂慮反壟斷調查涉及更多網絡平台,內地科技新經濟股今天普遍繼續捱沽,拖累恆科指數連跌兩天兼失守10天線(8,236),最低見8,137,現造8,152,續跌153點或近1.9%。

成份股普遍跌逾1%-3%;美團(03690.HK)、微盟(02013.HK)及明源雲(00909.HK)更挫6%-7.5%,分別報295.2元、16.82元及35.8元;ASM(00522.HK)、金山軟件(03888.HK)、新東方在線(01797.HK)、快手(01024.HK)及金碟(00268.HK)也跌約4%-4.5%,分別報100.7元、51.4元、16.54元、264.2元及23.85元。

不過,發盈喜料首季多賺約10倍兼獲高盛大升目標價87%至58元的瑞聲(02018.HK)升幅擴至10%報43.95元,股價升破百天線(42.95元)。反壟斷案塵埃落定消除不明朗因素的阿里巴巴高見237.6元(暫受制50天線238.5元),現造235.4元,回升8%。

同程藝龍(00780.HK)高見19.48元創近兩年高,現造19.16元,回升3.7%。花旗上周指出,同程藝龍於內地最新的清明節假期期間可能增加市場份額,假期期間,全行業客流量達疫情前水平逾94%。長遠來看,花旗認為,隨著內地旅遊需求持續回升,同程藝龍將在競爭對手中脫穎而出,抓住行業回暖機遇。這將得益於其對國內業務高敞口和在非一線城市強大影響力。

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