《全日總結》恆指跌465點 美團挫逾14% 內房股逆市升
烏克蘭局勢變化左右港股,午後科技股受壓拖累港股向下。恆指今早低開159點,早段傳出美俄外長下周開會,港股跌幅一度收窄至29點見24,763點,但午後在科技股帶動下轉弱,尾市曾跌508點曾低見24,284點,最終全日跌465或1.88%,收24,327點;國指跌173點或1.99%,收8,537點;恆生科技指數跌182點或3.23%,收5,479點。大市全日成交總額1,262.18億元,滬港通南下交易淨流出17.9億元人民幣,深港通南下交易淨流入5.64億元人民幣。
發改委促外賣平台下調餐飲業商戶服務費標準,美團(03690.HK)股價跌14.9%報188元。其他科技股亦受拖累,小米(01810.HK)跌2.4%報16.14元,京東(09618.HK)及百度(09888.HK)各跌2.8%及2.1%,網易(09999.HK)倒跌1.4%。嗶哩嗶哩(09626.HK)及快手(01024.HK)各跌5.1%及4.9%,商湯(00020.HK)、金蝶(00268.HK)及比亞迪電子(00285.HK)各跌3%至3.4%。
美國把騰訊(00700.HK)及阿里巴巴(09988.HK)網站列入售賣冒牌貨名單,騰訊跌1.9%報470元,阿里巴巴跌2.8%報119.5元。烏克蘭局勢影響,俄鋁(00486.HK)股價跌6.7%報8.4元,出口股創科(00669.HK)及敏華(01999.HK)各跌3.8%及4%。航運股東方海外(00316.HK)及中遠海能(01138.HK)各升3.7%及5.2%。
金融股方面,匯控(00005.HK)平收報58元,港交所(00388.HK)及友邦(01299.HK)各跌0.7%及1.5%。渣打(02888.HK)升3.8%報59.2元。內房股上升,融創(01918.HK)及潤地(01109.HK)各升5.3%及5%。
體育用品股李寧(02331.HK)、安踏(02020.HK)及滔搏(06110.HK)各跌3.7%至4.4%。多隻內需股受壓,JS環球生活(01691.HK)及中國飛鶴(06186.HK)各跌6%及5%,海底撈(06862.HK)及呷哺呷哺(00520.HK)各跌3.1%及4.6%。教育股波動,宇華(06169.HK)及希望教育(01765.HK)各跌6.5%及10.9%,新東方在線(01797.HK)則升13.2%。
恆指收市後公布季檢結果,「染藍」熱門股隨大市走軟。農夫山泉(09633.HK)、京東物流(02618.HK)及中芯(00981.HK)各跌0.1%至0.8%。
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