《半日總結》恆指跌189點 科網股續弱 美團京東受壓
美國禁止投資多間中資科技企業消息持續影響港股。恆指早市低開132點,早段跌幅一度收窄至37點,其後跌幅再次擴大至265點,低見23,155點,爲逾14個月低位,半日跌189點或0.81%,報23,231點;國指跌92點或1.11%,報8,250點;恆生科技指數跌83點或1.44%,報5,712點。大市半日成交總額751.2億元,滬、深港通南下交易半日分別淨流入13.29億及18.89億元人民幣。
科技股方面,騰訊(00700.HK)跌1.3%報450元,阿裏巴巴(09988.HK)跌2.6%報117.8元,小米(01810.HK)跌1%報17.82元,美團(03690.HK)跌4.1%報231.8元,京東(09618.HK)跌4.9%報284.8元,網易(09999.HK)跌2.8%,嗶哩嗶哩(09626.HK)及雲音樂(09899.HK)各跌5.3%及6.3%,閱文(00772.HK)跌5.5%。據報被收緊制裁的中芯國際(00981.HK)跌3.4%報18.08元,華虹半導體(01347.HK)亦跌3.4%。衆安在線(06060.HK)升3.5%,公司首11個月保費收入升27%。
醫藥股昨(15日)午急跌後回穩,藥明生物(02269.HK)昨急跌近兩成後擬斥不逾5億美元回購股份,股價升6.2%報84元。藥明康德(02359.HK)升4.7%,石四藥(02005.HK)升4.6%。
內房股亦見回穩,合景泰富(01813.HK)升5.1%,融創(01918.HK)、旭輝(00884.HK)及奧園(03883.HK)各升逾4%,內地物管股碧桂園服務(06098.HK)升4.2%重上50元,地產軟件商明源雲(00909.HK)升3.7%。鋁業股亦回穩,俄鋁(00486.HK)及中鋁(02600.HK)各升2.9%及3%,中國宏橋(01378.HK)升4%。
發改委促煤電價格通過市場化方式有效聯動,煤炭股上漲,兗煤(01171.HK)及中煤能源(01898.HK)各升19.2%及10%,神華(01088.HK)升3.7%。電力股潤電(00836.HK)及大唐發電(00991.HK)各升2.5%及4.6%。五礦資源(01208.HK)祕魯銅礦場被堵無法生產,股價半日挫10.3%報2.18元。
金融股方面,匯控(00005.HK)跌0.4%報44.75元,港交所(00388.HK)跌0.4%報454.2元,友邦(01299.HK)升0.6%報80元。其他藍籌方面,申洲(02313.HK)跌4.3%,比亞迪(01211.HK)跌2.5%。
新股方面,青瓷遊戲(06633.HK)半日報10.6元,較上市價11.2元低5.4%。康耐特光學(02276.HK)半日報4.52元,較上市價高1.3%。
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