權重股捱沽拖累科指挫2.6% B站、小鵬及蔚來挫7%-8.5% 商湯曾飆近18% 中芯屢探頂
油組及盟友突然減產,刺激油價昨晚飆升逾6%,市場擔憂一旦油價升勢導致通脹加劇,聯儲局未必於短期內停止加息,部分藍籌科技股繼續受壓,首季付運量未達CEO目標的特斯拉(TSLA.US)吐逾6%,費城半導體指數更曾吐2.1%,收市僅吐0.9%,納指由曾跌1.1%,收窄至僅逆藍籌指數回吐0.3%結束三連升。
反映中概股表現的金龍中國指數昨晚續吐0.9%。本港科指連吐第二天,今早低開近0.6%報4,278欠承接,進一步一舉跌破50天及10天線(4,232及4,201),最低見4,185,現報4,189,續吐2.6%。
30隻科指成份股逾三分二受壓,電動車股沽壓較大,首季交付年降47.3%的小鵬(09868.HK)及首季交付量年升20.5%蔚來(09866.HK)急吐7%及8.5%,曾分別低見40.7元及73.6元,後者股價失守50天線,結束五連漲。遭董事長王興減特的理想汽車(02015.HK)三連跌兼失守10天及50天線,曾低見92.8元,現報93.55元,跌4%。
俗稱「B站」嗶哩嗶哩(09626.HK)一舉失守20天、50天及250天線(169.8元),報168.2元即市低位,續挫7%。權重股京東(09618.HK)、阿里(09988.HK)、快手(01024.HK)及美團(03690.HK)跌逾3%-4%,曾分別低見161元、93.7元、55.5元及132元。
三大互聯網醫療股平安好醫生(01833.HK)、京東健康(06618.HK)及藍籌阿里健康(00241.HK)跌逾2%-5.5%,後兩者最傷報55.05元及5.46元。
然而,商湯(00020.HK)曾逆飆近18%高見3.4元創九個月高, 現報3.13元,續升8.3%。商湯聯合創始人王曉剛日前表示,智能汽車是通用人工智能(AGI)實現閉環的非常好場景。目前已有人機共駕,未來車和模型之間可能會產生更有效的互動,這樣便完成了從人到車、到模型的閉環的互動。
內地日前對美光(MU.US)產品實施網絡安全審查,中芯(00981.HK)續漲6.5%報21.3元創近年半高;中芯A(688981.SH)續漲逾半成曾高見57.99元人民幣創新高。
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