《即日市評》恆指止連升 藥明系急挫
阿思達克 01-26 17:02
恆指連升三日(累漲1,250點或8.4%)後，今日受科網、汽車股及藥明系急挫拖累回落。美國公布去年第四季經濟增長3.3%遠高於預期，美股道指及納指隔晚各升0.64%及0.18%，執筆之時，美國10年期債券孳息率跌至4.112厘，美匯指數處於103.56，道指期貨最新跌117點或0.3%，納指期貨最新跌0.8%。上證綜指全日升4點或0.14%收2,910點，深證成指跌1%，內地創業板指數跌2.2%，而滬深兩市成交額共8,287億人民幣。
恆指今早低開53點，初段倒升29點見16,240點後回吐，午後曾跌323點一度低見15,888點，全日跌259點或1.6%，收15,952點；國指跌108點或2%，收5,360點；恆生科技指數跌124點或3.8%，收3,186點。大市全日成交總額1,316.24億元，滬、深港通南下交易淨流入40.37億及28.35億元人民幣。比亞迪(01211.HK)跌4.1%。
恆指本周累升643點或4.2%、國指本周累升233點或4.5%及恆生科指本周累升56點或1.8%。本周一(22日)，中國將一年及五年期貸款市場報價利率(LPR)維持不變，恆指當日失萬五關創15個月低，其後國務院就經濟政策會諸多積極表述，周三(5日)下午人行突宣布將於2月5日下調存款準備金率0.5個百分點提供萬億人幣流動性，而國資委擬引入市值管理考核，消息令「中特估」概念股受追捧。
【恆指呈回吐 藥明系捱沽】
藥明系捱沽，藥明生物(02269.HK)全日股價挫18.2%，藥明康德(02359.HK)跌16.4%，藥明合聯(02268.HK)股價下挫20%。據報美國擬出台《生物安全法案》，確保外國生物技術公司無法獲得美國納稅人的資金。針對傳言，藥明生物CEO陳智勝回應指，相信提議到變成法律是極小概率事件，並澄清其個人沒有在軍方任何機構任職。
此外，金斯瑞(01548.HK)及康龍化成(03759.HK)跌12.6%及15%，信達生物(01801.HK)及榮昌生物(09995.HK)跌逾7%。
【跌股千一隻 科網股偏軟】
港股主板今日市寬轉弱，主板股票的升跌比率為13比28(上日30比14)，下跌股份1,180隻股份(跌幅3.1%)；恆指成份股今日15隻股份上升，58隻股份下跌，升跌比率為18比70(上日為79比20)；大市今日錄沽空307.54億元，佔可沽空股份成交額1,135.61億元的27.082%(上日24.605%)。
科網股回吐，騰訊(00700.HK)跌2.8%。阿里(09988.HK)、美團(03690.HK)、小米(01810.HK)、百度(09888.HK)及快手(01024.HK)跌3.3%至4.3%，京東(09618.HK)及網易(09999.HK)跌2.3%及2.5%。嗶哩嗶哩(09626.HK)、萬國數據(09698.HK)、商湯(00020.HK)、中軟(00354.HK)及金山雲(03896.HK)跌5.3%至6.2%，東方甄選(01797.HK)跌8.3%。
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