《港股》恆指半日跌348點 蘋果概念股沽壓重 理想揚5%
阿思達克 05-30 12:27
美國聯邦上訴法院批準特朗普政府的要求，暫停一項下級法院的裁決，暫時恢復特朗普關稅。港股受壓，恆指低開233點後，中午前曾挫410點一度低見23,163點，半日收報23,224點，跌348點或1.48%；國指跌146點或1.71%，報8,413點；恆生科技指數跌134點或2.55%，報5,166點。大市半日成交總額1,188.76億元。
傳特朗普考慮關稅B計劃，或動用「122條款」150日內徵收15%關稅，蘋果概念股沽壓重，舜宇(02382.HK)、瑞聲(02018.HK)及比亞迪電子(00285.HK)均跌近5%。丘鈦(01478.HK)跌5.6%。鴻騰(06088.HK)跌4.7%。高偉電子(01415.HK)跌3.1%。
科技股捱沽，阿里(09988.HK)跌4.3%，天貓618首階段家電及手機數碼品類成交較去年「雙11」增逾2.8倍。騰訊(00700.HK)多款產品已接入DeepSeek R1最新版本，股價跌2.2%。網易(09999.HK)跌3.5%，MSCI中國指數收市後調整生效，中金指網易於指數權重將下滑0.175%，料被動資金流出較多，另預期百度(09888.HK)於指數權重將下降0.03%，百度半日跌3.6%。
此外，嗶哩嗶哩(09626.HK)跌4.6%。聯想集團(00992.HK)跌4%。京東(09618.HK)跌3.1%。小米(01810.HK)及快手(01024.HK)各跌2.4%及1.8%。美團(03690.HK)跌1.5%，旗下美團閃購618活動首日成交額按年增兩倍。
車股個別發展，據報比亞迪(01211.HK)山東經銷商逾20家4S店停運，股價跌4.2%。蔚來(09866.HK)與小鵬(09868.HK)各跌4.4%及4.6%。理想(02015.HK)逆市升5.1%，公司首季Non-GAAP純利按年跌20.3%，美銀看好理想毛利率及自由現金流前景，至於理想i8及i6分別定於7月及9月發佈，
金融股方面，匯控(00005.HK)擬發行20億美元永久後償或有可轉換證券，股價半日跌0.4%。港交所(00388.HK)跌1.4%。友邦(01299.HK)則升0.5%。
石藥(01093.HK)正就三項潛在交易進行磋商，潛在首付款等合計約50億美元，股價半日升5.2%，爲表現最佳藍籌股。
康師傅(00322.HK)半日跌5.2%，爲表現最差藍籌股，瑞銀引述康師傅指收入增長面臨挑戰，但對利潤率擴張有信心。至於體品股安踏(02020.HK)及李寧(02331.HK)各跌4.5%及3.1%。
此外，寧德時代(03750.HK)跌1.4%。至於電能(00006.HK)升1.5%。長實(01113.HK)及九倉(01997.HK)各升逾1%。據報新世界(00017.HK)875億元再融資獲至少12間銀行參與，股價半日升2.2%。衆安在線(06060.HK)急吐14.1%。
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