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港股午評:恒指大跌1.58%,特朗普關税遠超預期,出口型企業大幅下挫
格隆匯 04-03 12:01
受特朗普超預期對等關税影響,全球風險市場大幅下挫。港A兩地市場齊跌,港股恒生科技指數午間大跌2.22%險守5300點,恒生指數、國企指數分別下跌1.58%及1.44%,三大指數均創調整新低,市場情緒十分低迷。盤面上,作為市場風向標的大型科技股集體下跌,阿里巴巴跌超5%,京東跌5%,快手、百度跌超2%,騰訊跌2%,連續下跌的小米反彈逾1%在弱勢中走強;受特朗普加徵關税影響,導致出口型企業大跌,蘋果概念股、港口及海運股、消費電子概念股跌幅明顯,生物醫藥股、光伏股、重型機械股、汽車股、航空股、中資券商股、石油股等普跌。另一方面,完善價格治理機制意見有望加速水價改革,水務股多數逆勢拉升,內房股、煤炭股、半導體芯片股部分活躍,權重股中芯國際升超4%。(格隆匯)
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