港股午評:恆指跌3%失守19000點,科技股繼續大跌
港股延續近期下跌慣性,恆指盤中一度大跌逾4%,午間收跌2.99%報18947點,成交額1450.7億港元,國指跌2.98%,恆生科技指數盤中大跌逾7%後快速回升並翻紅,午間收盤仍跌2.36%,南下資金淨買入56.7億港元。科技股普跌,理想汽車、萬國數據跌約12%,阿里巴巴跌6.7%,騰訊、京東跌超5%,網易跌3.3%。

行業板塊普遍下跌,有色金屬股重挫,中國宏橋跌8%、紫金礦業跌近7%;保險板塊跌幅緊隨其後,中國平安跌9%;博彩股“全軍覆滅”銀河娛樂跌7%;煤炭、鋼鐵板塊大跌,中國神華跌約6%;雲計算、回港中概股、手遊等概念大跌靠前。醫療、醫藥股相對活躍,微創醫療漲8%、金斯瑞生物科技漲5%。

科技股繼續大跌,阿里巴巴跌6.7%,騰訊、京東跌超5%。摩根大通研報指,中國互聯網股在未來6至12個月缺乏吸引力,股價前景無法預測,將騰訊、阿里巴巴、美團等股評級下調。

煤炭股大跌,中國神華跌近6%。大連焦碳5月期貨跌4.26%,焦煤5月期貨跌5.21%。廣發期貨表示,焦煤焦炭短期存在兩個風險點,一是疫情導致下游需求不濟,二是鋼廠利潤過低對原料存在下壓可能。

博彩股繼續大跌,銀河娛樂跌7%。消息面上,澳門《博彩法》修訂草案建議承批公司及其子公司上市流通股總數不能超過公司總股份30%,持有5%的公司股東,更不可交叉持有其他承批公司股份。澳門行會成員陳澤武表示,目前六家承批公司均沒有上市,而是其母企上市,並不是條文監管範圍內,然而將來若承批公司上市後,其餘持70%非流通股股東的資料須每年向政府提交,包括股東身份及出資額等,以防有人控制承批公司。

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