恆生科指曾挫2.9%創新低 理想汽車隨ADR挫10% 阿里低見109.5元屢尋底
納指上周五低收倒跌1.9%跑輸藍籌指數。本港恆生科技指數三連跌,今早曾跌破8月所創今年7月指數面世以來低位5,769,最多挫2.9%低見5,754喘定,現報5,796,續挫2.2%。30隻恆科成份股幾乎全軍覆沒,跌幅普遍逾1%-3%,其中重磅股騰訊(00700.HK)及美團-W(03690.HK)最多續挫3.2%及3.7%分別低見448元及232.2元,現報452.4元及238元,續跌2.1%及1.3%。網易-S(09999.HK)續跌3%低見159元。快手-W(01024.HK)續跌2.9%曾低見77.2元。
微盟(02013.HK)七連跌,最低見7.76元,創年半低,現報7.8元,續挫7.9%。華虹(01347.HK)三連跌,今早考驗20天線(47.85元),最低見46.8元,現報47.25元,續挫4.8%。
市場持續憂慮美國證交會(SEC)新規將加速中概股退,中概股上周五於美國ADR繼續捱沽,本港相關股也難善其身,尤其是理想汽車-W(02015)今早股價進一步跌破50天、20天及10天線(119.8-130.1元),最低見112.8元,現報121.8元,續挫10%,為最傷恆科成份股,成交進一步增至431萬股,創逾三個月高;理想汽車(LI.US)上周五於ADR續挫16%收28.5美元。
阿里巴巴(09988.HK)公布,徐宏將於明年4月起正式接替武衛出任公司首席財務官。該股五連跌屢創上市新低,最低見109.5元,現報113元,續挫5.4%,成交已達5,850萬股;阿里巴巴(BABA.US)上周五ADR低見108.7美元創逾四年半低,收111.96美元,續挫8.2%。
京東集團(09618.HK)今早低見304元,現報310元,續跌3.6%;京東集團(JD.US)上周五ADR低見73.69美元,收77.95美元,續挫7.7%。
百度-SW(09888.HK)三連跌,今早低見133.6元,現報137.2元,續跌4%;百度(BIDU.US)上周五ADR低見132.14美元創52周新低,收137.39美元,下挫7.8%。
嗶哩嗶哩-SW(09626.HK)三連跌兼屢創上市新低,最低見425.6元,現報434.2元,續跌3.5%;嗶哩嗶哩(BILI.US)上周五ADR低見52.07美元創52周低,收54.94美元,續挫7.2%。
美國SEC上周通過臨時修正,要求外國上市公司必須披露控制權及審計細節,新規下,外國企業被要求連續3年接受美國會計審查,否則可能會被除牌,加速中概股退市。此外,今年7月才赴美上市的滴滴出行(DIDI.US)上周五宣布即日起啟動退市程序,將轉到香港掛牌,該股上周五於美國急挫22%收6.07美元。
中國證監會新聞發言人表示,中證監與相關監管當局始終對企業選擇境外上市地持開放態度,充份尊重企業依法合規自主選擇上市地。近期有媒體報道中國監管部門將禁止協議控制(VIE)架構企業赴境外上市,推動在美上市中企退市完全是誤解誤讀。該發言人指,一些境內企業正在積極與境內外監管機構溝通,推進赴美上市事宜。
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