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科指跌逾3% 美團創逾四年低 小鵬、小米、B站及萬國數據各挫逾5%至9%
市場對今年3月美聯儲議息會議啟動減息的預期降溫,據芝商所利率期貨顯示,市場押注有約36%機會維持利率不變,而減息25點子概率則降至六成。另美國達拉斯聯儲總裁洛根警告,美聯儲或需要恢復上調短期利率,避免長債孳息近期下滑令通脹重燃。在近月金融狀況紓緩的情況下,美聯儲目前不應排除另一次加息的可能性。 在內地A股兩市走低及減息預期降溫夾擊下,港股今早(8日)跌幅擴大,恆指曾跌346點或2.1%,低見16,188點,最新報16,220點,跌315點,跌幅1.9%。對息口走勢敏感的科技股拖低大市,科技指數最新報3,479點,跌112點,跌幅逾3.1%。成交451.2億元。 美團-W(03690.HK)今早破底,低見74.2元再創逾四年低;現報74.55元,跌4.12%,成交1,698.7萬股,涉資12.8億元。 小米-W(01810.HK)現報14.16元,續跌5.2%,成交6,358.31萬股,涉資9.13億元。京東-SW(09618.HK)一度失守「紅底股」地位,低見99.25元;現報100.4元,續跌4.7%,成交356.75萬股,涉資3.6億元。另嗶哩嗶哩-W(又稱B站)(09626.HK)及萬國數據-SW(09698.HK)各挫5.9%至6.4%。 騰訊(00700.HK)、阿里-SW(09988.HK)、網易-S(09999.HK)及百度-SW(09888.HK)亦各跌1.6%至3.2%。 此外,小鵬-W(09868.HK)今早低開1.6%後跌幅急劇擴大,最低見47.65元。現報47.7元,跌9.5%,成交1,346.43萬股,涉資6.59億元。匯豐研究發表報告,認為小鵬定價壓力增加,下調其盈利及毛利率預測,H股目標價降至79.4元。
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