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港股承壓下跌,恆生科指重挫3%,百度、嗶哩嗶哩跌逾7%

今日港股弱勢震盪,恆指跌1.2%報21728點,國指跌1.9%,恆生科技指數跌3.1%報4413點。

盤面上,隔夜中概股重挫,港股大型科技股集體下跌,百度跌近8%,美團、阿里巴巴跌超4%,快手跌3.77%,騰訊跌1.9%。

重型機械股、體育用品股、乳製品股大跌居前,中國重汽跌逾7%,銀行股、汽車股、濠賭股、互聯網醫療股、電力股等紛紛走低;另一方面,昨日大跌的煙草概念股反彈,華寶國際漲2.5%,內房股與物管股繼續分化。

 

中概股退市陰霾壓頂

美國當地時間週三,美國證券交易委員會(SEC)將百度、富途控股、愛奇藝、凱信遠達醫藥和從事漁業養殖的Nocera加入“預摘牌名單”,這也是三月以來第三批被納入名單的中概股。

受此影響影響,昨日的港股也是開盤走弱,但跌幅較小。原因是盤前,證監會迴應了SEC的最新動作,表示這是美國監管部門執行《外國公司問責法》的一個正常程序,列入清單的公司是否在未來兩年真正退市,最終取決於中美審計監管合作的進展與結果。所以昨日港股整體是小幅下挫。

對於中美雙方審計底稿的進展,證監會負責任進一步表示,自去年8月以來,中國證監會主席易會滿和根斯勒主席已三次召開視頻會議,商討解決中美審計監管合作中的遺留問題。中方與美國公眾公司會計監督委員會(PCAOB)更是進行了多輪坦誠、專業和高效的會談,雙方的溝通還將繼續。雙方都有意願解決分歧和問題,最終結果如何,要看雙方的智慧和初心。

只能説市場已經對中概股的最壞結果做好了充分的心理準備,預計接下來就算SEC繼續更新中概股“預摘牌”名單,市場對此的反應也是可控的。

港股今日的進一步走弱,跟隔夜中概股的重挫有關。富途控股跌約13%,愛奇藝跌約10%,百度跌超8%。阿里跌6.67%,京東跌 5.89%,拼多多跌 8.34%。,理想跌 4.87%,小鵬跌 2.85%。

持續更新中……

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