港股午評:恆指跌0.45% 恆科跌破4500點再創歷史新低 有色金屬股全線回調
格隆匯3月8日丨港股午盤三大指數繼續下挫,恆指跌0.45%報20962點,國指跌1.35%報7312點,恆生科技指數跌1.68%報4451點繼續刷新歷史新低。南下資金半日淨流入20.98億港元,大市成交額為848億港元。盤面上,權重科技股大多下跌,嗶哩嗶哩跌6%,京東跌5%、百度跌3%、騰訊、網易跌1%;美團漲2%,阿里漲1%。分析指因市場資金止盈,有色金屬股全線回調,南方錳業跌15%、中國宏橋跌10%;兩會代表建議國家層面儘快制定出台控煙條例,煙草概念股集體下跌,天長集團跌10%、中國波頓跌8%;汽車股、煤炭股、物流股、鋼鐵股、餐飲股、旅遊股等股集體下跌。另一方面,禁追欠租保護期縮至3個月,香港本地地產股走強,新鴻基地產漲2%、九龍倉置業漲3%;發改委指推進以沙漠、戈壁為重點大型風電光伏基地建設,風電、光伏股走強;奢侈評股、香港銀行股、燃氣股、醫藥外包股集體上漲;EN+正評級公司開拓國際業務的可能性,俄鋁漲近10%。
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