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《全日總結》恆指跌299點 科網股弱 內房逆市揚
美國總統拜登提名鮑威爾連任美聯儲主席,觸發美債孳息上升,港股在多隻大型科技股帶動下走軟。恆指低開262點後,曾跌332點一度低見24,618點,全日跌299或1.2%,收24,651點;國指跌102點或1.14%,收8,827點;恆生科技指數跌87點或1.36%,收6,323點。大市全日成交總額1,298.62億元,滬港通南下交易淨流出28.94萬元人民幣,深港通南下交易淨流入1.37億元人民幣。 市場關注內地數據平臺監管風險,科技股走軟,騰訊(00700.HK)跌2.7%報481.2元,阿裏巴巴(09988.HK)跌3%報133元,美團(03690.HK)跌3.1%報265.4元。小米(01810.HK)跌1%報20.7元,京東(09618.HK)跌1.2%報354.8元,網易(09999.HK)分拆雲音樂(09899.HK)上市並開始招股,股價隨其他科技股跌2.3%報180.2元。百度(09888.HK)跌2.4%。 嗶哩嗶哩(09626.HK)及金山軟件(03888.HK)各跌3%及2.6%,阿裏健康(00241.HK)、明源雲(00909.HK)及金蝶(00268.HK)跌4%至4.3%,快手(01024.HK)升1.2%報94.75元。汽車之家(02518.HK)及網龍(00777.HK)各升3.3%及4.7%,新東方在線(01797.HK)升4.2%,恆騰(00136.HK)急升25.2%報3.63元。 電子煙概念有炒作,思摩爾(06969.HK)、華寶(00336.HK)及中國波頓(03318.HK)逆市急漲14.5%、15%及53.2%。比亞迪電子(00285.HK)亦抽升7.8%。 內房股反彈,富力(02777.HK)升6.4%,中國金茂(00817.HK)及及雅居樂(03383.HK)各升5%及5.2%,旭輝(00884.HK)升3.9%,世茂(00813.HK)、融創(01918.HK)及碧桂園(02007.HK)各升2.5%至3.1%。 體育用品股下滑,特步(01368.HK)跌3.6%,安踏(02020.HK)及李寧(02331.HK)各跌4.8%及5.4%。 金融股方面,匯控(00005.HK)跌0.1%報45.5元,友邦(01299.HK)跌0.3%報85.35元,港交所(00388.HK)跌1.2%報457.8元。其他股方面,創科(00669.HK)跌3.4%。
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