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《全日總結》恆指跌262點 科網及消費股弱
美串流視頻商Netflix(NFLX.US)訂戶減少觸發美科網股遭拋售,本港上市科網股受拖累。恆指低開163點,早段跌幅曾收窄至24點見20,920點,午後跌幅曾擴大至460點一度低見20,483點,全日跌262點或1.25%,收20,682點;國指跌136點或1.92%,收6,962點;恆生科技指數跌143點或3.48%,收3,990點。大市全日成交總額1,200.86億元,滬、深港通南下交易分別淨流出5.12億及1,990萬元人民幣。 科網股方面,騰訊(00700.HK)跌3.9%報348元,阿裏巴巴(09988.HK)跌3.1%報87.9元,美團(03690.HK)遭聯合創辦人王慧文減持共逾74萬股套現1.16億元,股價跌4.9%報137.8元。京東(09618.HK)跌6.5%報206.4元。小米(01810.HK)、網易(09999.HK)及百度(09888.HK)各跌3.3%至4.2%,嗶哩嗶哩(09626.HK)、閱文(00772.HK)及京東健康(06618.HK)跌4.7%至5.2%,阿裏健康(00241.HK)及金山軟件(03888.HK)各跌6.2%及6%。手機部件股瑞聲(02018.HK)及比亞迪電子(00285.HK)各跌3.1%,晶片股中芯(00981.HK)跌3.2%。 汽車股受壓,理想汽車(02015.HK)指疫情影響4月生產,全日股價跌4.4%。小鵬汽車(09868.HK)及長汽(02333.HK)各跌4.4%及5.7%。蔚來(09866.HK)、吉利(00175.HK)及比亞迪(01211.HK)各跌3%至3.4%。電動車鋰電池材料商贛鋒鋰業(01772.HK)跌6.7%。 強生(JNJ.US)暫停發佈全年新冠疫苗銷售預期,稱存在全球供應過剩,醫藥股復星醫藥(02196.HK)及藥明生物(02269.HK)各跌5%及6.8%。 消費及內需股亦走弱,海底撈(06862.HK)及頤海(01579.HK)各跌7.1%及7.9%,金融股方面,匯控(00005.HK)完成回購20億美元股份,股價升1.9%報55元。港交所(00388.HK)跌1%報322.8元,友邦(01299.HK)跌0.4%報79.3元,招行(03968.HK)反彈1%報50.8元。內房股碧桂園(02007.HK)跌5.9%,旭輝(00884.HK)及合景泰富(01813.HK)各跌6.9%及9.5%。
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