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《即日市評》恆指回落 藥明系挫 香港科技探索彈高
受科網股拖累下,港股今日回落。美個別發展,道指及納指昨各微升不足0.01%及跌0.6%,美國商務部將33家中國企業加入未覈實清單,市場關注中美關係發展,執筆之時美國十年期國債孳息率升至1.942釐,美匯指數升至95.64,美股道指期貨最新升84點或0.24%,納指期貨最新升0.2%。A股走個別,上證綜指全日升23點或0.7%收3,452點,深證成指跌近1%,內地創業板指數跌2.5%,滬深兩市成交額共8,788億人民幣。 恆指今早低開31點後跌幅擴大,曾跌429點一度低見24,149點,午後跌幅收窄,全日跌250點或1.02%,收24,329點;國指跌76點或0.89%,報8,513點;恆生科技指數跌92點或1.67%,收5,436點。大市全日成交總額1,295.11億元,滬、深港通南下交易分別淨流入6.82億及18.77億元人民幣。 科技股受壓,騰訊(00700.HK)跌1.7%,阿裏巴巴(09988.HK)跌3.3%。 【科技股受壓 藥明系捱沽】 美國商務部的工業與安全局(BIS)將33家中國企業列入「未覈實清單」(UVL),當中包括藥明生物(02269.HK)的附屬公司,藥明生物今早10時51分起停牌,停牌前股價下瀉22.8%收62.25元。此外,藥明康德(02359.HK)股價挫11.4%報100.7元。 內地傳媒報道,藥明生物首席執行官陳智勝表示,被列入UVL的企業可以採取有關措施以爭取從名單中被移除,主要是公司自己做出承諾,如相關出口管制產品用於自用,不作轉售,或是等待美國商務部來檢查。他稱此次被列入名單主要是因爲疫情阻礙調查,故美國商務部沒辦法到內地檢查。他重申,列入UVL和去年底提到的實體清單是完全不同的概念,對公司影響有限。 藥明康德發澄清公告,公司及其子公司均未被美國商務部列入「未經證實名單」。公司目前的各項生產經營情況正常。 【跌股一千隻 沽空率下降】 港股今日市寬轉弱,主板股票的升跌比率爲17比24(上日爲22比19),下跌1,008只(跌幅2.6%),恆指成份股今日26只股份上升,下跌股份37只,升跌比率爲41比58(上日爲53比42);大市今日錄沽空216.56億元,佔可沽空股份成1,054.02億元的20.547%(上日爲23.244%)。 本港疫情嚴峻,港府下午公佈進一步收緊社交距離措施,目前社交距離措施延長至2月24日並進一步收緊,包括新加入表列處所的宗教場所及髮型屋需自本週四(10日)起關閉至2月24日,禁止私人場所兩個家庭以上的跨家庭聚會。疫苗通行證將於2月24日推行,進入表列處所需接種最少一劑疫苗及使用「安心出行」,而餐飲處所或會早數日推行先導計劃。表列處所範圍擴大至宗教場所、商場、百貨公司、超市、街市市集及理髮屋共6類,即由17類增至23類。 九龍倉置業(01997.HK)股價升0.7%收37.4元,領展(00823.HK)股價升0.7%,而經營網上購物平臺HKTVmall的香港科技探索(01137.HK)全日股價彈高7%收8.66元。(wl/a) ~
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