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《半日總結》恆指跌300點 阿裏巴巴挫逾5% 港交所揚3%
美證交會規定外企接受會計審查,滴滴環球從美除牌轉向香港上市,觸發中概股上週五(3日)急跌,中證監指所謂推動中概股退市是誤讀。港股早市向下,恆指低開346點,早段曾跌398點見23,367點,其後跌幅曾收窄至138點,中午前跌幅再擴大,半日跌300點或1.26%,報23,466點;國指跌131點或1.56%,報8,323點;恆生科技指數跌162點或2.74%,報5,763點。大市半日成交總額991.4億元,滬、深港通南下交易半日分別淨流入19.19億及21.64億元人民幣。 中概股顯着受壓,阿裏巴巴(09988.HK)股價一度低見109.5元後反彈,半日跌5.4%報113元。京東(09618.HK)跌3.3%報311元,百度(09888.HK)跌4.5%報136.5元,網易(09999.HK)跌5%報160.7元,嗶哩嗶哩(09626.HK)跌3.9%,新東方(09901.HK)及萬國數據(09698.HK)各跌6.9%及6.4%,攜程(09961.HK)跌11.6%,理想汽車(02015.HK)及小鵬汽車(09868.HK)各跌10.8%及7.1%。 其他科技股方面,騰訊(00700.HK)跌2.7%報450.2元,小米(01810.HK)跌2.6%報19.14元,美團(03690.HK)跌2%報236.4元,快手(01024.HK)跌3.7%報78.25元。明源雲(00909.HK)及金蝶(00268.HK)各跌4.6%及4.5%,微盟(02013.HK)跌8%。手機部件股瑞聲(02018.HK)跌3.1%。 中國恆大(03333.HK)收到要求履行2.6億美元擔保義務通知,並指不確定是否擁有充足資金繼續履行財務責任,廣東省政府約談許家印及將向恆大地產派出工作組。中國恆大挫12.4%報1.97元,同系恆大汽車(00708.HK)跌2.4%。其他內房股方面,奧園(03883.HK)跌5.1%,碧桂園(02007.HK)升3.7%。 醫藥股受壓,藥明生物(02269.HK)及藥明康德(02359.HK)各跌6.6%及6%,信達生物(01801.HK)跌6.9%,威高(01066.HK)跌5.1%,石藥(01093.HK)及復星醫藥(02196.HK)各跌3.7%及4.4%。航運股造好,東方海外(00316.HK)及中遠海控(01919.HK)各升4%及5%,中遠海運港口(01199.HK)升3.7%。餐飲及相關股九毛九(09922.HK)及頤海(01579.HK)各跌6.3%及5.5%。 其他藍籌股方面,據報港交所(00388.HK)計劃最快明年於紐約設代表處,港交所升3%報464.4元。匯控(00005.HK)跌0.3%報44.7元,友邦(01299.HK)跌0.9%報80.6元。
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