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新經濟股累科指曾續跌逾2% 惟比亞迪電子/瑞聲/海爾/京東昇近2%-6%
圖像晶片生產商英偉達(NVDA.US)季績及展望均勝預期,股價昨晚曾急漲12%高見327.6美元再創紀錄高,收316.75美元,回升8.3%;藍籌微軟(MSFT.US)及擬加快電動車研發步伐的蘋果(AAPL.US)升0.6%及2.9%,分別高見342.45美元及158.67美元再創紀錄高,支持納指昨晚反覆高見16,010(暫受制早前本月初所創紀錄高位16,053),收15,993創收市紀錄高,回升近0.5%。 然而,本港恆生科技指數向上受制百天線掉頭三連跌,承昨天急挫3%弱勢,今早最多再跌近2.1%低見6,341,半日收6,392,續跌1.3%。30只恆科成份股普遍受壓。 阿裏巴巴(09988.HK)季績遜預期兼料本財年收入僅增長20%-23%爲上市以來最低,瑞信削阿裏目標價逾半成至176元,以反映季績遜預期。該股繼昨天挫逾半成失守50天線後,今早隨美股阿裏(BABA.US)(急跌11%)低見139.2元,半日收139.8元,續挫逾10%。下週三放榜的阿裏健康(00241.HK)三連跌,股價承昨天挫6%頹勢,今早低見8.72元,爲去年1月初以來最低,現報8.84元,續挫5.8%。 衆安在線(06060.HK)、萬國數據(09698.HK)、明源雲(00909.HK)、美團(03690.HK)、快手(01024.HK)、季績「見紅」昨天股價已率先急吐近8%百度(09888.HK),以及微盟(02013.HK)續跌逾2%-4%,分別低見26.3元、55.75元、24.75元、273元、92.05元、149.4元及10.22元。重磅股騰訊(00700.HK)低見485元獲承接,半日收492.4元,僅續吐0.9%。 然而,憧憬「染藍」的京東集團-SW(09618.HK)上季收入年增近26%至2,187.08億人民幣,野村指勝預期維持京東(JD.US)美股目標價95美元及「買入」評級。本港上市京東扭兩連吐,今早股價隨美股(回升近6%收88.1美元)高見345元,創逾八個月高,半日收341.2元,回升5.6%。 比亞迪電子(00285.HK)、瑞聲(02018.HK)及海爾智家(06690.HK)也反覆回升1.9%-3.3%,半日分別收29.5元、34.7元及30.1元。
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