熱點掃描 | ASM太平洋大漲超12%,週期股受重挫
uSMART盈立智投4月21日消息,隔夜美股收跌,今日港股三大指數下跌,截至發稿,恆生指數跌1.74%,報28627.76,成交額683.64億,國企指數跌1.76%,恆生科技指數跌1.87%。港股通淨流入16.59億。
恆生科技指數成分股方面,截至10:41,ASM太平洋爲表現最優科技股,大漲超12%,該公司首季股東應佔盈利約同比增長21.1倍至5.22億港元,一季度新增訂單總額創歷史新高。其餘股票則悉數下跌,京東、快手、明源雲、小米均跌超3%,阿裏巴巴跌超3%,五礦和阿裏合營電商涉嫌經營者集中,市監總局立案調查,美團、阿裏健康、京東健康均跌超2%,中芯、百度、騰訊均跌超1%,瑞信預計騰訊控股首季收入增長24%,純利升27%至343億人民幣。
醫療設備板塊拉昇,截至10:41,永勝醫療漲超7%,公司首季收入同比增長40.3%至1.81億港元,愛康醫療漲超5%,春立醫療漲超3%,微創醫療、沛嘉醫療漲超2%。
黃金及貴金屬板塊跌幅居前,截至10:41,紫金礦業跌超3%,中國黃金國際、中國白銀國際均跌超2%,招金礦業、山東黃金跌超1%。
鋁業、鋼鐵股也全線下跌,截至10:41,中國宏橋跌超4%,中國鋁業、中國忠旺、俄鋁均跌超2%,馬鞍山鋼鐵股份、重慶鋼鐵股份跌超4%。鞍鋼股份跌超3%,港交所權益資料顯示,鞍鋼股份被摩根大通減持1331.6757萬股。
布倫特原油跌破66美元/桶關口,石油股下挫,截至10:41,中國石油化工股份跌超4%,中國石油股份、中國海洋石油均跌超2%。
博彩股走弱,截至10:41,銀河娛樂跌超4%,美高梅中國跌超3%,永利澳門、金沙中國、新濠國際均跌超2%,澳博控股跌超1%。消息面上,裏昂發表研究報告指,由於今年1至2月份澳門旅客量未見太大增幅,首季澳門博彩收入僅按季升8%,因應下調全年賭收預測約21%至1380億元,並下調2022年預測約6%至2420億元;瑞信則表示,澳門博彩股股博彩收入仍遜預期,行業取態仍謹慎。
個股方面,截至10:41,阿裏影業漲超6%,預計一季度淨虧損同比大幅減少不少於90%。安踏體育跌超7%,安踏國際集團折價5.85%-7.68%出售8800萬股安踏體育股份,但高盛表示長線前景依然正面。
【安踏體育支持20倍槓桿日內交易,通過日內融買入1手安踏體育,僅需佔用本金6590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.