港股午評:拋售潮繼續!科指大跌近14%,恆指下挫超2400點,科技股、金融股領跌大市
特朗普“關稅風暴”席捲全球,亞洲市場繼續上演拋售潮。港A市場大跌,A股超1500只個股跌停!港股恆生科技指數大幅下挫13.95%,恆生指數、國企指數分別下跌10.7%及10.8%,恆指更是暴跌超2400點逼近兩萬點關口。值得一提的是,市場下挫,南下資金抄底淨買入港股150億港元。盤面上,大型科技股、大金融股(銀行、保險、券商)、中字頭股等權重皆重挫,阿里巴巴、小米、京東、百度、騰訊跌幅在10%以上,中金公司、中信證券、中國太平、渣打集團、匯豐控股跌幅超15%;美關稅政策重創蘋果公司供應鏈,蘋果概念股跌幅十分明顯,高偉電子盤中一度下挫超37%,生物醫藥股、汽車股、軍工股、光伏股、豪賭股、石油股、餐飲股、家電股、內房股、煤炭股等集體重挫。另一方面,稀土概念股、農業概念股等部分“避風港”概念逆勢上漲,金力永磁、中國稀土皆走強,農業股十月稻田飆升超39%在弱勢中表現搶眼。(格隆匯)
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