《全日總結》恆指跌70點 醫藥及手機股受壓 藥明生物挫逾8%
美國假期休市，港股今日偏軟。恆指低開6點後表現反覆，早段曾跌238點一度見見27,904點，其後曾倒升7點一度高見28,151點，全日跌70點或0.25%，收28,072點；國指跌4點或0.05%，收10,269點；恆生科技指數跌65點或0.85%，收7,646點。大市全日成交總額1,448.58億元，滬港通南下交易淨流入15.3億元人民幣，深港通南下交易淨流出8.74億元人民幣。
國家藥監局發佈提升抗腫瘤藥臨牀研發標準通知，相關憂慮繼續於市場發醇，醫藥股受壓。藥明生物(02269.HK)挫8.4%，爲跌幅最大藍籌。復星醫藥(02196.HK)及康哲藥業(00867.HK)各跌8.6%及6.9%，石藥(01093.HK)、信達生物(01801.HK)、石四藥(02005.HK)及綠葉製藥(02186.HK)各跌3.8%至4.9%。國藥(01099.HK)及中生製藥(01177.HK)各跌2.9%及2.7%。醫療相關科技股亦受壓，阿裏健康(00241.HK)跌5.6%。平安好醫生(01833.HK)跌4.3%。
個別大型科技股出現反彈。阿裏巴巴(09988.HK)升1.7%報209.4元，騰訊(00700.HK)升0.9%報559元，美團(03690.HK)升1%報289.8元。網易(09999.HK)升1.8%報174元。京東(09618.HK)及百度(09888.HK)各升0.3%至0.4%，但小米(01810.HK)跌0.2%報25.9元。
其他科網股普遍向下，恆騰(00136.HK)跌5%，閱文(00772.HK)跌3.5%，同程藝龍(00780.HK)、擎天軟件(01297.HK)及金山軟件(03888.HK)各跌2.3%至2.7%。
手機相關股下跌，信利(00732.HK)、丘鈦(01478.HK)、舜宇(02382.HK)及鴻騰(06088.HK)各跌3.3%至4.4%，瑞聲(02018.HK)跌2.8%。晶片股中芯(00981.HK)跌2.4%。電訊設備股中興(00763.HK)及京信通信(02342.HK)各跌2.3%及2.6%，電訊股中電信(00728.HK)跌4.1%，中移動(00941.HK)亦跌0.7%報47.65元。
內需股亦走軟，藍月亮(06993.HK)及統一企業中國(00220.HK)各跌5.2%及4.9%，高鑫零售(06808.HK)跌3.4%，呷哺呷哺(00520.HK)及阿裏影業(01060.HK)各跌2.9%。海底撈(06862.HK)則升4.2%。汽車服務股廣匯寶信(01293.HK)料半年純利按年升最少3倍，早市股價升14.2%。
金融股方面，匯控(00005.HK)升0.2%報45.25元，港交所(00388.HK)升2.3%報466.2元，友邦(01299.HK)跌0.2%報96.55元。個別內房股造好，潤地(01109.HK)及萬科(02202.HK)各升2.3%及3.3%。航運股中遠海控(01919.HK)升6%。出口股申洲(02313.HK)則跌3.1%。
傳遭股東減持，錦欣生殖(01951.HK)全日股價挫10.6%報17.46元。復銳醫療(01696.HK)發盈喜料中期多賺1.9倍，全日股價升19.3%。
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