《半日總結》恆指跌128點 騰訊美團受壓 車股揚
美股上週五(2日)造好，道指升152點或0.4%，納指及標普500指數再創收市高。港股早市受科技股拖累下跌。恆指低開211點，早段曾跌267點見28,042點，其後曾倒升28點見28,338點，中午前再度下跌，半日跌128點或0.45%，報28,181點；國指跌117點或1.1%，報10,297點；恆生科技指數跌175點或2.2%，報7,716點。大市半日成交總額885.15億元，滬、深港通南下交易半日錄得淨流出金額分別爲12.7億及12.36億元人民幣。
國家網信辦對「運滿滿」、「貨車幫」及「BOSS直聘」啓動網絡安全審查，市場擔心監管風險，騰訊(00700.HK)早市股價跌3.9%報552元，阿裏巴巴(09988.HK)跌2.4%報207元，美團(03690.HK)跌5.5%報287.4元，小米(01810.HK)跌1.5%報25.8元，京東(09618.HK)跌3.1%報291.6元。百度(09888.HK)跌3.9%報185.7元，嗶哩嗶哩(09626.HK)跌3.5%報902.5元，快手(01024.HK)跌6.1%報172.1元。
恆騰(00136.HK)跌4%，易鑫(02858.HK)、明源雲(00909.HK)、祖龍娛樂(09990.HK)、微盟(02013.HK)及金山軟件(03888.HK)各跌2.8%至3.6%，獲高盛唱好的中軟(00354.HK)則逆升12%。手機部件股方面，信利(00732.HK)逾4.6億人民幣增持附屬信利光電，股價彈升8.2%。舜宇(02382.HK)升3.6%，比亞迪電子(00285.HK)跌2.5%。晶片股中芯(00981.HK)跌2.4%。聯想集團(00992.HK)跌4%報8.48元。
內需股個別發展，海爾智家(06690.HK)及藍月亮(06993.HK)各跌3%及5.3%，百勝中國(09987.HK)及九毛九(09922.HK)各升2.3%及4.1%，達利食品(03799.HK)升5.8%。體育用品股安踏(02020.HK)升1.9%，李寧(02331.HK)則回吐2.4%。醫藥股石藥(01093.HK)跌4.9%，石四藥(02005.HK)升7.6%。
內地着名風投青域基金髮布碳中和投資藍皮書，料未來五年新能源車銷量複合增逾三成。汽車股受捧，吉利(00175.HK)、比亞迪(01211.HK)及北汽(01958.HK)各升4.7%至5.3%，東風(00489.HK)及長城汽車(02333.HK)各升8%及6.3%。鋰電池材料商贛鋒鋰業(01772.HK)升9.2%。汽車代理股中升(00881.HK)向高瓴管理基金折讓近9%配股籌近30億元，股價升5.4%報73.4元。
金屬股份亦追好，江銅(00358.HK)及五礦資源(01208.HK)各升3.1%及3%，中鋁(02600.HK)及洛鉬(03993.HK)各升6.2%及5.6%。航運股東方海外(00316.HK)升8.2%，中遠海控(01919.HK)及太平洋航運(02343.HK)各跌2.6%及2.2%。
金融股方面，匯控(00005.HK)反彈0.7%報45.15元，港交所(00388.HK)平收報455.8元，友邦(01299.HK)升0.9%報96.7元。中國平安(02318.HK)跌1.7%報73.65元。
維他奶國際(00345.HK)遭內地零售商下架產品消息影響，早市股價跌11.6%報26元。
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