《全日總結》恆指跌417點 內房股弱 藥明生物挫7%
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。港股今日向下,恆指低開346點,早段跌幅曾收窄至138點,其後跌幅再擴大,尾市曾跌451點見23,314點,全日跌417點或1.76%,收23,349點;國指跌180點或2.14%,收8,274點;恆生科技指數跌198點或3.34%,收5,727點。大市全日成交總額1,700.2億元,滬、深港通南下交易分別淨流入20.68億及26.08億元人民幣。
阿裏巴巴(09988.HK)股價低見109.5元後反彈,全日跌5.6%報112.7元。京東(09618.HK)跌4.9%報306元,百度(09888.HK)跌5.7%報134.8元,網易(09999.HK)跌4.7%報161.2元,嗶哩嗶哩(09626.HK)跌4.4%,新東方(09901.HK)及萬國數據(09698.HK)各跌7.9%及8.7%,攜程(09961.HK)跌13.2%,理想汽車(02015.HK)及小鵬汽車(09868.HK)各跌12.8%及8%。
其他科技股方面,騰訊(00700.HK)跌3.2%報447.8元,小米(01810.HK)跌2.7%報19.12元,美團(03690.HK)跌3.6%報232.4元,快手(01024.HK)跌2.4%報79.3元。明源雲(00909.HK)及金蝶(00268.HK)各跌5%,微盟(02013.HK)跌8.4%,新東方在線(01797.HK)跌9.6%,祖龍娛樂(09990.HK)跌15%。
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19.6%報1.81元,同系恆大物業(06666.HK)及恆大汽車(00708.HK)各跌5.2%及7%。其他內房股方面,奧園(03883.HK)跌7.9%,富力(02777.HK)、遠洋(03377.HK)、雅居樂(03383.HK)及合景泰富(01813.HK)各跌3.8%至4.4%。
醫藥股受壓,藥明生物(02269.HK)及藥明康德(02359.HK)各跌7.1%及7.9%,信達生物(01801.HK)跌6.9%,威高(01066.HK)跌6.5%,石藥(01093.HK)及復星醫藥(02196.HK)各跌3.5%及5.8%。餐飲及相關股九毛九(09922.HK)及頤海(01579.HK)各跌逾8%,海底撈(06862.HK)及農夫山泉(09633.HK)跌4.8%及4.6%。汽車股吉利(00175.HK)、東風(00489.HK)、比亞迪(01211.HK)、廣汽(02238.HK)及長汽(02333.HK)各跌3.4%至4.6%。鋰電池材料商贛鋒鋰業(01772.HK)跌8.3%。
其他藍籌股方面,港交所升1.2%報456元。匯控(00005.HK)平收報44.85元,友邦(01299.HK)跌0.8%報80.65元。
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