《半日總結》恆指跌499點 匯控挫近6% 藥股受壓
阿思達克 03-20 12:25
瑞銀收購瑞信，各國央行聯手提升美元流動性，但美股道指期貨在亞洲升幅顯着收窄。恆指低開165點後跌幅擴大，曾跌530點一度低見18,988點，半日跌499點或2.6%，報19,019點；國指跌148點或2.2%，報6,467點；恆生科技指數跌114點或2.9%，報3,864點。大市半日成交總額652.17億元，滬、深港通南下交易半日淨流入26.04億及10.88億元人民幣。
金融股下挫，瑞士金融機構FINMA將瑞信的160億瑞郎額外一級資本(AT1)債券面值撇賬至零，市場關注金融機構對高風險債券風險敞口，匯控(00005.HK)跌5.9%報50.6元，渣打(02888.HK)跌5%報59.85元，友邦(01299.HK)跌3.3%報76.35元，保誠(02378.HK)跌7.5%報93.8元。港交所跌1.6%報327.6元。
資金避險，黃金股抽升，招金(01818.HK)、中國黃金國際(02099.HK)及靈寶(03330.HK)升6.8%至7.5%，山東黃金(01787.HK)及紫金(02899.HK)各升4.3%及3.8%。
消費股疲弱，交銀國際報告引述李寧(02331.HK)管理層預測今年銷售增長約15%，低於上次指引的20%，李寧跌3.8%報55.5元，同業特步(01368.HK)、安踏(02020.HK)及滔搏(06110.HK)跌3%至4%。乳品股蒙牛(02319.HK)及飛鶴(06186.HK)跌4.5%及4.6%，啤酒股青啤(00168.HK)、潤啤(00291.HK)及百威亞太(01876.HK)跌4.3%至5.8%，餐飲股頤海(01579.HK)、海底撈(06862.HK)及九毛九(09922.HK)跌4.2%至5.2%。
電動車股小鵬(09868.HK)去年第四季非公認會計原則淨虧損22.1億人幣，該股隨內地A股同業造好，股價升2.5%報34.3元。零跑汽車(09863.HK)升4.6%，蔚來(09866.HK)則跌5.8%報63.45元，
科技股方面，阿里巴巴(09988.HK)跌2.9%報79.15元，騰訊(00700.HK)跌1.9%報332.8元，美團(03690.HK)及小米(01810.HK)各跌逾2%，京東(09618.HK)及嗶哩嗶哩(09626.HK)跌4.3%及5%。早前發佈「文心一言」的百度(09888.HK)早市逆升1.8%報144.8元。
醫藥股信達生物(01801.HK)跌8.8%，藥明生物(02269.HK)、華潤醫藥(03320.HK)及白雲山(00874.HK)跌5.2%至6.2%。
煤氣(00003.HK)去年純利升逾4%，但被花旗維持「沽售」評級，股價跌1.5%報7.1元。
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