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科指回吐2% 三大電動車股齊挫約7%
美國7月S&P服務業PMI意外急降至逾兩年首陷收縮,加上季績遜預期Verizon(VZ.US)及社交媒體公司Snap(SNAP.US)股價下挫,殃及同業捱沽,市場重燃對科企業績憂慮,納指上周五在芯片等權重科網股主導回吐1.9%跑輸藍籌指數後,納指一百期貨續吐0.2%報12,396。 本港科指今早曾回吐2.5%低見4,484,現報4,503,回吐2%。30隻科指成份股僅中芯(00981.HK)及聯想集團(00992.HK)逆升近1%外,無一倖免,跌幅普遍逾1%-3%,其中權重股騰訊(00700.HK)、阿里巴巴(09988.HK)及美團(03690.HK)跌近2%-3%,分別低見324元、99.1及184.1元。商湯(00020.HK)跌3.3%報2.35元。舜宇(02382.HK)及華虹(01347.HK)也跌3.3%及4.4%報107元及25.1元。快手(01024.HK)及B站或嗶哩嗶哩(09626.HK)跌3.5%及2.7%分別低見81.65元及199.5元。 三大電動車股蔚來(09866.HK)、理想汽車(02015.HK)及小鵬(09868.HK)更挫6.8%-7.1%,分別低見148元、130.2元及95.3元。然而,非科指成份股的比亞迪(01211.HK)僅跌逾2%曾低見275.6元。 乘聯會上周五數據顯示,7月狹義乘用車零售銷量預計按年升17.8%至177萬輛。期內,新能源零售銷量預計按年倍增至45萬輛。然而,推算顯示,兩者環比分別減少9%及15%。
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