港股午評:科技股普跌,恆生科技指數大跌1.87%,濠賭股集體重挫
港股上午盤三大指數集體下跌,科技股再度走弱,致恆生科技指數跌1.87%報6380點,恆指跌0.95%報25259點,國指跌0.65%報9022點。南下資金半日逆勢淨流入17.06億港元,大市半日成交額為799億港元。

盤面上,大型科技股網易大跌超5%,京東、美團跌超3%,騰訊跌2.8%,惟小米、百度小幅上漲;澳門諮詢修改博彩法,濠賭股應聲暴跌,金沙中國重挫逾26%,永利澳門大跌超24%,銀河娛樂等均跌超16%;人工關節集採平均降價82%,醫療保健設備股齊跌,春立醫療大跌超10%;手遊股、區塊鏈股、餐飲股、教育股普跌。 另一方面,風電股再度活躍領漲,乳製品股、鋼鐵股逆勢走強,恆大概念股集體反彈。
澳門修改“博彩法” 濠賭股暴跌,金沙中國下挫26.5%。14日下午,澳門特區政府公佈修改第16/2001號法律《娛樂場幸運博彩經營法律制度》於今天9月15日起公開諮詢 。澳門經濟財政司司長李偉農表示,今次諮詢會有9項重點,分別是批給數量;批給期限;承批公司的監管要求;僱員保障;承批公司、博彩仲介人及合作者的審查機制;推動非博彩元素、引入政府代表;社會責任;承批公司刑事責任及行政處罰制度。

醫療設備股全線回調,人工關節集採平均降價82%。9月14日,國家醫保局組織開展人工關節集中帶量採購,併產生擬中選結果。本次集採產品為人工髖關節、人工膝關節,集採平均降價82%,預計節約費用160億元。首年意向採購量共54萬套,佔全國醫療機構總需求量的90%,採購週期為2年。 有機構指出,此次集採,有望推動人工關節產品的進口替代,國內企業有望通過低價策略,迅速提升產品市佔率,加速進口替代。

網易-S(9999.HK)跌5.6%,消息稱其將縮減部分遊戲項目規模。9月14日下午,上海市委宣傳部、市委網信辦、市文旅局、市通管局等部門集體約談上海20餘家重點遊戲企業、運營平台、出版單位。傳達中宣部有關精神,強調要提高政治站位,深刻認識防止未成年人沉迷網絡遊戲的重要性緊迫性,嚴格落實中宣部和國家新聞出版署通知要求,要求本市重點網絡遊戲企業落實主體責任,嚴格做好內容管理,不折不扣完成防沉迷工作。

騰盛博藥(2137.HK)大漲逾12%再度破頂,市值超360億港元。9月上旬,騰盛博藥宣佈追加1億美元投入,以推進其新冠中和抗體聯合療法BRII-196/198在全球的註冊申請和商業化進程。 更早前的8月下旬,公司宣佈了這款聯合療法海外三期臨牀試驗的中期數據,在837例疾病進展高風險的新冠肺炎門診患者中,與安慰劑相比,住院及死亡的複合終點降低78%,具有統計學顯著性。 針對國內近期出現的由“德爾塔”變異株引起的新冠病例,騰盛博藥和醫院合作,向廣州、深圳、瑞麗、昆明、南京、揚州、張家界以及鄭州提供BRII-196/BRII-198開展臨牀救治。

中國水務(0855.HK)大漲超8%突破階段高價,供水價格新規則即將實施。發改委文件顯示,10月1日起實施的城鎮供水價格的定價及成本計算方法新規則。中泰國際指出,作為自來水供應運營商,中國水務在新規則下將可受惠。該行小幅上調2022-23年財年盈利預測,重申買入評級,目標價微升至9.8港元。

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