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科指急吐4.4% 明源雲挫近16% 快手、美團、阿里及B站跌6%-7%
科指午後跌幅擴至4.5%低見4,588,現報4,596,挫4.4%。此外,恆指跌幅曾擴至724點或3.3%低見21,001,現報21,011,挫714點或3.3%,成交額865億元。 30隻科指成份股除海爾智家(06690.HK)逆穩外,無一倖免。遭花旗唱淡的明源雲(00909.HK)跌破50天線(10.5元),報9.5元即市低位,急挫近16%,成交增至1,350萬股。花旗下調明源雲未來三年盈測44%-79%,以及削其目標價58%至10元,評級由「買入」降至「沽售」兼對該股展開為期90天負面觀察,以反映公司SaaS收入增長放緩及內地房地產開發商ERP軟件需求暴跌。 國家市監局處罰28宗未依法申報併購案件涉及騰訊(00700.HK)及阿里巴巴(09988.HK)等。阿里股價由近五個月高位回落,午後低見112元,現報112.6元,回吐6.9%;騰訊低見340.4元,現報341.2元,回吐3.2%。 快手(01024.HK)及B站或嗶哩嗶哩(09626.HK)挫5.8%-7.3%,報81.55元及197元;京東(09618.HK)挫4.9%報233.8元。上海首見變異株BA.5本土病例,美團(03690.HK)五連跌,午後低見180.2元,現報180.9元,挫5.9%。 理想汽車(02015.HK)、蔚來(09866.HK)及小鵬(09868.HK)跌逾4%-6%,後者最傷報117元,挫6.4%。此外,藍籌舜宇(02382.HK)6月手機鏡頭出貨量按年跌16%,股價回吐5.4%報110元。小米(01810.HK)及比亞迪電子(00285.HK)跌4.6%-5.2%,分別報12.84元及21.75元。
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