《全日總結》恆指跌166點 騰訊美團受壓 吉利揚逾5%
美股上週五(2日)造好，道指升152點或0.4%。港股今日受科技股拖累下跌。恆指低開211點，早段曾跌267點一度低見28,042點，其後曾倒升28點曾高見28,338點，中午前再度下跌，全日跌166點或0.6%，收28,143點；國指跌141點或1.4%，收10,274點；恆生科技指數跌180點或2.3%，收7,712點。大市全日成交總額1,653.94億元，滬、深港通南下交易錄得淨流出金額分別爲37.87億及30.43億元人民幣。
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)股價跌3.6%報554元，阿裏巴巴(09988.HK)跌2.8%報206元，美團(03690.HK)跌5.6%報287元，小米(01810.HK)跌1%報25.95元，京東(09618.HK)跌2.9%報292元。百度(09888.HK)跌4.1%報185.3元，嗶哩嗶哩(09626.HK)跌3.7%報900元，快手(01024.HK)跌5.9%報172.4元。
恆騰(00136.HK)跌5.7%，明源雲(00909.HK)及新東方在線(01797.HK)各跌3.5%及4%，微盟(02013.HK)跌3.8%，獲高盛唱好的中軟(00354.HK)則逆升13.7%。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7.7%。舜宇(02382.HK)升2.5%。
內需股普遍走軟，海爾智家(06690.HK)及藍月亮(06993.HK)各跌4.5%及4.2%，九毛九(09922.HK)升3%，體育用品股李寧(02331.HK)回吐2.8%。維他奶國際(00345.HK)遭內地零售商下架產品消息影響，全日股價跌11.7%報25.95元。達利食品(03799.HK)則升5.2%。醫藥股石藥(01093.HK)跌6.3%，石四藥(02005.HK)升111.9%。
內房股受壓。融創中國(01918.HK)股價跌8.6%，世茂集團(00813.HK)、潤地(01109.HK)及富力(02777.HK)亦跌逾2%。
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)升5.4%，東風(00489.HK)，比亞迪(01211.HK)及長城汽車(02333.HK)各升4.8%、5%及6.7%。北汽(01958.HK)升3.1%。鋰電池材料商贛鋒鋰業(01772.HK)升11.8%。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，全日股價升2.9%。
金屬股份亦追好，江銅(00358.HK)及五礦資源(01208.HK)各升3.1%及3.5%，中鋁(02600.HK)及洛鉬(03993.HK)各升5.5%及8.9%。航運股東方海外(00316.HK)升5.5%，中遠海控(01919.HK)跌2.7%。
金融股方面，匯控(00005.HK)反彈0.7%報45.15元，港交所(00388.HK)跌不足0.1%報455.6元，友邦(01299.HK)升1%報96.75元。中國平安(02318.HK)跌1.5%報73.8元。
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