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熱點掃描 | 港股跌幅擴大,恆科跌超2.7%

uSMART盈立智投7月8日消息,港股三大指數繼續下探,截止發稿,恆指跌1.95%,報27415.98點,成交額787.01億,國企指數跌2.30%,恆生科技指數跌2.72%,港股通淨流出25.88億。

大型科技股受重挫,拖累港股大盤,截止10:55,嗶哩嗶哩跌超7%,新東方在線、比亞迪電子、美團跌超5%,瑞盛科技跌超4%,百度、網易跌超3%,騰訊、京東、阿裏跌超2%,快手、小米跌超1%。

消息面上,7月7日16:00,市場監管總局對互聯網領域22起違法實施經營者集中案開罰單。這些案件中,涉及滴滴旗下全資子公司違法實施經營者集中案8起。此外,涉及阿裏巴巴6起,騰訊5起,蘇寧2起,美團1起。

今早,市場監管總局等五部門印發《公平競爭審查制度實施細則》。其中提出,不得設置不合理或者歧視性的準入和退出條件,未經公平競爭不得授予經營者特許經營權等。通知一出,恆科跌幅迅速擴大。

餐飲板塊跌幅居前,截止10:55,海底撈跌超7%,瑞銀首予海底撈評級“中性”,呷哺呷哺跌超6%,九毛九跌超4%。

石油股走低,截止10:55,中石油跌近5%,中海油跌近4%,中石化跌超2%。消息面上, 阿聯酋計劃單方面增加產量及市場份額,週三,WTI 8月原油期貨收跌跌1.59%,報72.20美元/桶;布倫特9月原油期貨收跌1.47%,報73.43美元/桶。

航運股回調,截止10:55,東方海外國際大跌近9%,公司Q2總收益增加119%,每個標準箱整體平均收益增加89.7%;中遠海控跌超6%,上半年預盈371億元,去年同期淨利爲11.37億元,盈喜符合預期;中遠海發跌超4%,海豐國際跌超2%,中遠海能跌超1%;中國外運逆勢漲超7%,公司預期上半年股東應佔利潤同比增長65%至85%。

啤酒股走弱,截止10:55,青島啤酒跌超5%,華潤啤酒跌超3%,百威亞太跌超2%。

汽車股漲跌不一,截止10:55,昨日掛牌的小鵬汽車今日大跌超7%,成交額1.55億,恆大汽車、長城汽車均跌超3%;北汽逆勢漲超3%,吉利汽車、廣汽集團漲超1%。

個股方面,截止10:55,永達汽車漲近5%,預計上半年純利同比增長不少於110%;中國聖牧延續昨日跌勢,現跌4.17%,報0.69港元。

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