科指反彈逾1% 華虹(01347.HK)漲半成 美團(03690.HK)揚7%官媒釐清外賣平臺監管
俄烏緊張局勢急劇惡化,歐美多國宣佈制裁俄羅斯,投資者憂慮加劇,納指昨晚(22日)於長週末假後復市再跌1.2%,四天累挫近5.4%後,納指一百期貨反彈0.5%報13,931。
市場憂慮內地加強監管互聯網行業,本港恆生科技指數昨天(22日)曾低見5,160再創面世以來新低喘定後,今天(23日)高開報5,234,早段曾倒跌26點低見5,200獲承接,最高見5,297,現報5,282,回升近1.1%,暫扭三連跌。
科指成份股個別發展。內地加強監管外賣平臺,但大行普遍維持美團(03690.HK)正面評級,該股扭三連跌,今早高開0.5%,受利好政策消息帶動下,升幅曾擴至逾7%,高見184.5元,現報183.6元,反彈7.2%,爲最強科指成份股及藍籌。上週發改委發文提及「引導外賣平臺下調餐飲業商戶服務費標準」,美團上週五(18日)股價暴跌約一成半。內地官媒《經濟日報》今日(23日)刊評論文章指,發改委43項紓困措施中,僅盯上一條而解讀爲針對平臺經濟的監管,反應有點過頭,並指對外賣行業引導並非「命令」。
華虹(01347.HK)結束三連跌,股價重越10天及20天線,報39.25元,反彈5.4%。京東(09618.HK)終止四連跌,今天股價重越50天線(282.3元),最高見284.6元,現報283.6元,回升3%。
權重股騰訊(00700.HK)及阿裏巴巴(09988.HK)今早股價低開報442.4元及110元獲承接,掉頭倒升1.4%及1.2%,分別報450.1元112.7元,結束三連跌。
然而,聯想集團(00992.HK)、金蝶(00268.HK)、平安好醫生(01833.HK)、衆安在線(06060.HK)、阿裏健康(00241.HK)、同程旅行(00780.HK)及網易(09999.HK)續跌約1%至2%。
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