《半日總結》恆指跌144點 申洲挫逾7% 商揚逆市揚27%
美股道指期貨於亞太區早市上升點,港股2022年首個交易日早市高開低走,恆指高開112點,早段曾升207點一度高見23,605點,其後轉跌,半日跌144點或0.62%,報23,252點;國指跌69點或0.85%,報8,166點;恆生科技指數跌55點或0.98%,報5,615點。大市半日成交總額411.88億元,滬、深港通因內地新年假期暫停,明日(4日)恢復。
匯控(00005.HK)跌0.3%報46.75元,港交所(00388.HK)跌不足0.1%報455.2元,友邦(01299.HK)升0.9%報79.3元。申洲(02313.HK)寧波部分廠房因爆發疫情短期停產,股價跌7.9%。
科技股偏軟,騰訊(00700.HK)跌0.7%報453.8元,阿裏巴巴(09988.HK)回吐3.8%報114.4元,小米(01810.HK)跌1.9%報18.54元,美團(03690.HK)及京東(09618.HK)各跌0.7%及1.6%,微盟(02013.HK)跌4.1%。商湯(00020.HK)急升27.3%報7元。
市傳恆大海花島39棟住宅規劃證被撤銷遭責令拆除,恆大(03333.HK)早市停牌。其餘內房股顯着受壓。融創(01918.HK)及世茂(00813.HK)各跌10.9%及10.4%,合景泰富(01813.HK)、龍光(03380.HK)、雅居樂(03383.HK)及奧園(03883.HK)各跌6.3%至7.7%,碧桂園(02007.HK)亦跌逾3%。物管股下滑,融創服務(01516.HK)及時代鄰裏(09928.HK)各挫逾12%,保利物業(06049.HK)跌8%,雅生活(03319.HK)及碧桂園服務(06098.HK)各跌6.9%及5.5%。房地產軟件商明源雲(00909.HK)跌7.4%。
醫藥股表現兩極,中成藥研納入醫保藥品目錄,華潤醫藥(03320.HK)及中國中藥(00570.HK)各抽升20.6%及13.2%。生物醫藥股信達生物(01801.HK)跌8.2%,藥明生物(02269.HK)及藥明康德(02359.HK)各跌6.2%及8%。歌禮制藥(01672.HK)擴大新冠肺炎藥產能,股價抽升16.4%。其他醫藥股方面,白雲山(00874.HK)、國藥(01099.HK)、中生製藥(01177.HK)及綠葉製藥(02186.HK)各升2.6%至3.4%。
部分內需股跑輸大市,餐飲相關股呷哺呷哺(00520.HK)、頤海(01579.HK)及海底撈(06862.HK)各跌3.1%至3.6%。JS環球生活(01691.HK)跌5.6%,潤啤(00291.HK)及體育股安踏(02020.HK)亦各跌逾3。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.