港股午評:三大指數齊挫 科技股、金融股領跌大市 半導體股表現活躍
港股上午盤三大指數集體下挫,恒指、國指分別下跌2.12%及2.13%,盤中曾一度跌近3%,恒生科技指數跌1.52%。化債方案落地,市場做多情緒表現較為謹慎。盤面上,大型科技股全線下挫,美團跌近5%,快手跌超4%,京東、百度跌超3%,阿里巴巴、騰訊、網易皆下跌,小米逆勢上升超2%;大金融股(銀行、券商、保險)、中字頭股等權重普遍低迷大市承壓明顯;地方隱性債務一攬子化債組合拳靴子落地,前期持續活躍的內房股大幅走低,雅居樂集團跌超9%表現最弱,萬科企業、龍湖集團等權重均有跌幅;美元美債走強令金價承壓,黃金股普跌,缺消費刺激措施,餐飲股、啤酒股等內需股紛紛走低。另一方面,汽車經銷商股逆勢大升,傳聞拿下50家華為智選車授權,中升控股再度飆升超21%領跑,機構指設備國產化替代迫在眉睫,半導體芯片股表現活躍,龍頭中芯國際升約5%。(格隆匯)
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