恒科指数续跌近1.9% 美团/微盟/明源云挫6%-7.5% 阿里/瑞声涨8%-10% 同程艺龙破顶
国家市场监督管理总局因应滥用市场支配地位对阿里巴巴(09988.HK)处以历来最大巨额罚款182.28亿人民币反垄断罚金,市场忧虑反垄断调查涉及更多网络平台,内地科技新经济股今天普遍继续捱沽,拖累恒科指数连跌两天兼失守10天线(8,236),最低见8,137,现造8,152,续跌153点或近1.9%。
成份股普遍跌逾1%-3%;美团(03690.HK)、微盟(02013.HK)及明源云(00909.HK)更挫6%-7.5%,分别报295.2元、16.82元及35.8元;ASM(00522.HK)、金山软件(03888.HK)、新东方在线(01797.HK)、快手(01024.HK)及金碟(00268.HK)也跌约4%-4.5%,分别报100.7元、51.4元、16.54元、264.2元及23.85元。
不过,发盈喜料首季多赚约10倍兼获高盛大升目标价87%至58元的瑞声(02018.HK)升幅扩至10%报43.95元,股价升破百天线(42.95元)。反垄断案尘埃落定消除不明朗因素的阿里巴巴高见237.6元(暂受制50天线238.5元),现造235.4元,回升8%。
同程艺龙(00780.HK)高见19.48元创近两年高,现造19.16元,回升3.7%。花旗上周指出,同程艺龙於内地最新的清明节假期期间可能增加市场份额,假期期间,全行业客流量达疫情前水平逾94%。长远来看,花旗认为,随着内地旅游需求持续回升,同程艺龙将在竞争对手中脱颖而出,抓住行业回暖机遇。这将得益於其对国内业务高敞口和在非一线城市强大影响力。
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