《半日總結》恆指跌300點 科技股受壓 匯控逆市揚
美國公佈34間中國企業列實體清單,美股納指昨跌逾2%拖累本港上市科技股,港股今日早市持續受壓。恆指低開11點後跌幅擴大,曾跌308點一度低見23,166點,半日跌300點或1.28%,報23,175點;國指跌147點或1.77%,報8,202點;恆生科技指數跌153點或2.64%,報5,668點。大市半日成交金額774.24億元,滬、深港通南下交易半日分別淨流入16.81億及17.2億元人民幣。
科技股受壓,騰訊(00700.HK)跌3.1%報438.4元,阿裏巴巴(09988.HK)跌3.8%報116.1元,美團(03690.HK)跌5%報226.6元,小米(01810.HK)逆升0.4%報18.2元,京東(09618.HK)跌4.1%報278.6元,網易(09999.HK)跌3.7%。
快手(01024.HK)跌4.1%報81.45元,嗶哩嗶哩(09626.HK)及阿裏健康(00241.HK)各跌逾5%,京東健康(06618.HK)、閱文(00772.HK)及微盟(02013.HK)各跌6.7%至7%,雲音樂(09899.HK)跌8.9%,內地新冠疫情持續,旅遊平臺攜程(09961.HK)跌10%。
中芯(00981.HK)股價逆市升0.8%。晶片設備股ASM太平洋(00522.HK)及晶片股華虹半導體(01347.HK)各跌2.3%及3.7%。手機相關股比亞迪電子(00285.HK)跌4.6%。汽車股吉利(00175.HK)跌3%,比亞迪(01211.HK)、長汽(02333.HK)及恆大汽車(00708.HK)各跌4%至4.6%。
醫藥股方面,藥明生物(02269.HK)及同系公司等港股未被美國列實體清單。藥明生物高開後升幅收窄至1.8%。信達生物(01801.HK)跌6.1%,石藥(01093.HK)、石四藥(02005.HK)及復星醫藥(02196.HK)各跌逾2%。
英倫銀行加息,匯控(00005.HK)升2.3%報46.2元,渣打(02888.HK)升3%。其他金融股方面,財險(02328.HK)及太保(02601.HK)各跌3.5%及2.1%。國壽(02628.HK)出資75億人民幣成立合夥,股價逆升0.2%報13元。港交所(00388.HK)及友邦(01299.HK)各跌0.6%及0.4%。
內需股下跌,海底撈(06862.HK)及潤啤(00291.HK)各跌2.9%及3%,頤海(01579.HK)及JS環球生活(01691.HK)各跌5.2%及6.1%。體育用品股特步(01368.HK)跌6.9%,安踏(02020.HK)及李寧(02331.HK)各跌5.4%及4.7%。內地物管股金科服務(09666.HK)大股東轉讓22%持股引進博裕投資作爲戰略投資者,股價升10.8%報30.2元。
其他藍籌方面,信義光能(00968.HK)及信義玻璃(00868.HK)33億人民幣組多晶硅合營,信義光能及信義玻璃各跌9.1%及5.4%。出口股創科(00669.HK)跌3.7%。
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