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《即日市評》北水流出 恆指「三連跌」科網股造淡
受科網股拖累下,港股今日持續向下。美串流視頻商Netflix訂戶減少觸發美科網股遭拋售,美股昨晚個別發展,道指昨升0.7%及納指跌1.2%;執筆之時美國十年期國債孳息率回落至2.875厘,美匯指數跌至99.94,美股道指期貨最新升213點或0.6%,納指期貨最新升1.2%。摩通亞洲區貨幣指數跌0.22%至106.01,今早人民幣中間價續下調102點報6.4098兌一美元見逾五個月低,上證綜指今日跌71點或2.26%收3,079點,深證成指跌2.7%,滬深兩市成交額共8,563億人民幣。 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,連跌三日(累跌835點或3.9%);國指全日跌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。 【匯控逆市揚 科網股造淡】 科網股走弱,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,全日股價跌4.9%報137.8元。而騰訊(00700.HK)跌3.9%報348元,阿里巴巴(09988.HK)跌3.1%報87.9元 中金發表報告指,3月內地疫情多地散點復發,拖累電商首季線上復甦進程。目前疲弱的消費趨勢加上疫情帶來供應鏈衝擊,料多數公司會在上半年確認業績低點。下半年考慮到電商有望為全年經濟增長目標的達成貢獻重要力量,以及去年下半年低基數因素,業績有望見底回升。 【跌股千三隻 藥明生物挫】 港股今日市寬轉弱,主板股票的升跌比率為9比31(上日14比25),下跌股份1,357隻(跌幅近3%),恆指成份股今日24隻股份上升,下跌股份39隻,升跌比率為36比59(上日為38比61);大市今日錄沽空231.63億元,佔可沽空股份成交額1,018.75億的22.737%(上日為21.376%)。 市場關注新冠疫苗業務前景,醫藥股復星醫藥(02196.HK)跌5%,藥明生物(02269.HK)股價挫6.8%。強生近日表示取消對今年新冠疫苗銷售的35億美元預測,因為低收入國家的需求不足。 匯控(00005.HK)股價逆市升1.9%報55元。匯控布股份回購經已完成,自回購開始,公司已按成交量加權平均價每股普通股4.8128英鎊回購3.12億股普通股以作註銷,代價總額約為20億美元。
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