《半日總結》恆指跌490點 京東挫逾11% 友邦下滑4%
美國矽谷銀行售股強化資產負債表觸發股價下瀉,美國銀行股走弱拖累道指跌1.7%。市場關注今晚美國公布新增非農數據,港股早市下跌,恆指今早低開344點,早段跌幅收窄至288點一度低見19,637點,其後跌幅擴大,半日跌490點或2.46%,報19,434點;國指跌164點或2.47%,報6,485點;恆生科技指數跌142點或3.61%,報3,788點。大市半日成交總額765.77億元,滬、深港通南下交易半日淨流入18.81億及15.5億元人民幣。
京東(09618.HK)管理層在績後電話會中披露首兩月平台毛交易總額(GMV)按年下跌,3月初僅錄輕微改善,早市股價下挫11.8%報158.2元。同系京東物流(02618.HK)績後遭券商下調目標價,股價跌6.6%。
其他科技股下跌,阿里巴巴(09988.HK)跌3.7%報81.35元,騰訊(00700.HK)跌1.9%報333.8元,美團(03690.HK)、嗶哩嗶哩(09626.HK)及微博(09898.HK)跌3%至3.6%,快手(01024.HK)及百度(09888.HK)跌4.8%及5.8%,閱文(00772.HK)及萬國數據(09698.HK)各跌逾5%。手機部件股比亞迪電子(00285.HK)及高偉電子(01415.HK)各跌6.1%及5.3%,舜宇(02382.HK)跌3.7%。
友邦(01299.HK)去年新業務價值按實匯率計跌8%符預期,股價早市受壓跌4%報82.05元。港鐵(00066.HK)去年基本業務純利升5%勝預期,股價隨大市跌0.4%報40.15元。太古A(00019.HK)跌5.4%報60元,該股昨公布去年多賺25%。內房股佳兆業(01638.HK)復牌,半日跌26.2%報0.62元。
其他金融股方面,匯控(00005.HK)跌2.6%報57元,港交所(00388.HK)跌1.9%報318.8元。
汽車股疲弱,比亞迪(01211.HK)、理想(02015.HK)及長汽(02333.HK)跌6.7%至7.9%,蔚來(09866.HK)及廣汽(02238.HK)股價各跌5.8%及5.5%,吉利(00175.HK)及小鵬(09868.HK)跌4.9%及4.3%,汽車代理中升(00881.HK)跌4%。
濠賭股金沙中國(01928.HK)、美高梅中國(02282.HK)及新濠國際(00200.HK)跌4.8%至5.8%。消費股方面,阿里影業(01060.HK)、呷哺呷哺(00520.HK)及歐舒丹(00973.HK)跌4%至4.7%,新秀麗(01910.HK)跌5.4%。電訊股中電信(00728.HK)及聯通(00762.HK)各跌4.1%及8.8%,中移動(00941.HK)跌2.8%。
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