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港股收評:三大指數下挫,越跌越買!南下資金大幅抄底超280億,出口型企業大跌
美國總統特朗普“對等關稅”政策落地,遠超預期,引發全球金融市場震動。港股三大指數大幅下跌,尤其是恆生科技指數一度大跌3.2%,最終收跌2.09%,恆生指數、國企指數分別下跌1.52%及1.31%,三者盤中齊創近期階段新低。值得注意的是,由於市場下挫,南下資金大幅抄底淨買入港股超280億港元。盤面上,大型科技股普遍下挫,京東跌5.19%,阿里巴巴跌5%,百度、快手跌超2%,騰訊跌超1%,小米逆勢收漲3%;受關稅影響,出口型企業大跌,申洲國際大跌超14%,創科實業大跌超12%;蘋果概念股、港口及海運股、消費電子概念股跌幅明顯,高偉電子更是大跌超17%,瑞聲科技、東江集團控股跌超12%,此外,大金融股(銀行、保險、券商)、中字頭等權重皆表現低迷。另一方面,完善價格治理機制意見有望加速水價改革,水務股普遍拉昇,內房股、餐飲股、電力股、重型基建股多數逆勢飄紅。(格隆匯)
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