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6年來首次!恆指跌破2萬點,科技股重挫!A股全線飄綠,超3700股下跌!外圍局勢還要干擾多久?

3月14日,又是大跌的一天,港A股再度集體重挫。恆生指數盤中最低跌2.77%報19984.41點,自2016年以來跌破兩萬點關口,恆生科技指數更是跌破4000點跌幅迅速擴大超7%。恆生指數自去年1月31183點的高點算起,跌幅已經超過了34%。

今日A股拋售情緒明顯再度受挫,創業板指也是跌近3%,失守2600點;上證指數跌1.67%,深證成指跌1.97%。截至發稿,A股超3700股飄綠。盤面上,白酒、新能源賽道股,以及旅遊、航空等經濟復甦主題概念大幅靠前。

誰是大跌的推手呢?

上週中概股大跌

今日港A股的持續下跌與上週五的中概股重挫有關係。

上週五美國、英國、歐盟和G7國家宣佈新一輪對俄製裁措施,市場樂觀情緒一掃而空,三大指數高開低走最終集體收跌,道指跌0.69%報32944點,納指跌2.18%報12843點;標普500指數跌1.3%報4204點。

中概股更是接連下挫,納斯達克中國金龍指數跌10.18%,續刷次貸危機後最大單日跌幅。5家中概股被SEC列入“預摘牌名單”持續發酵,再鼎醫藥跌逾16%,百勝中國跌逾15%,百濟神州跌逾12%,ACM Research跌逾11%,和黃醫藥跌逾7%。中概新能源車股全線重挫,理想汽車跌逾14%,小鵬汽車跌逾12%,蔚來跌逾9%。滴滴跌44.08%,創最大紀錄跌幅;百度跌逾12%,拼多多跌逾10%,京東跌逾8%,阿里巴巴跌逾6%,騰訊ADR跌逾4%。新東方跌逾10%,盤中股價跌破1美元,較歷史高點已暴跌95%。

港股恆指跌破2萬點

恆生科指跌破4000點

受中概股持續下跌影響,港股普遍走弱。百度下跌15.06%,京東下跌12.78%,美團下跌10.78%,阿里下跌7.76%。

禁止銷售除煙草口味外的調味電子煙和可自行添加霧化物的電子煙;企業首次公開發行股票並上市應當報經國務院煙草專賣行政主管部門審查同意;加熱捲煙納入捲煙管理……3月11日,國家煙草專賣局發佈《電子煙管理辦法》,將於5月1日實施。這被視為電子煙行業的最大利空,電子煙概念股集體下跌。

對於港股的大幅下跌,中金公司認為,往前看,監管與地緣政治不確定性在短期內可能繼續壓制市場表現,在塵埃落定前可能導致市場持續波動。另外,海外資金淨流出可能也會影響市場表現。但是,隨着恆生指數降至2016年以來最低水平、恆生國企甚至回落至2008年水平,市場估值也降至多年低點。與此同時,儘管市場出現回調,南向資金流入勢頭保持不變。疊加更多穩增長政策有望出台,在當前水平進一步大幅悲觀可能也沒有必要。

中金公司稱,預計更多穩增長政策的出台,不僅將有助於吸引更多南向資金流入,而且也會提升市場整體風險偏好,尤其對港股和估值折價較多板塊而言,如金融、股息收益率較高的個股以及優質成長股。

持續更新中……

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