《全日總結》恆指跌663點 汽車及消費股弱 長汽挫13%
內地上月通脹及生產者物價指數均超預期,港元匯價跌至逾兩年底,港股受壓。恆指低開183點後跌幅擴大,曾跌739點一度低見21,132點,全日跌663或3.03%,收21,208點;國指跌281點或3.76%,收7,208點;恆生科技指數跌231點或5.24%,收4,191點。大市全日成交總額1,222.82億元。滬、深港通分別淨流入7.72億及5.41億元人民幣。
市場關注內地疫情對供應鏈影響,汽車股受壓,長汽(02333.HK)跌13%。電動車股蔚來(09866.HK)整車暫停生產,全日股價跌11.4%,小鵬(09868.HK)跌9.9%,理想(02015.HK)、比亞迪(01211.HK)及吉利(00175.HK)各跌7.2%至8.1%,廣汽(02238.HK)跌5.1%。特斯拉(TSLA.US)據報或因成本原因而進軍鋰礦業務,贛鋒鋰業(01772.HK)挫15%。
消費股亦走弱,九毛九(09922.HK)跌11.9%,海底撈(06862.HK)及呷哺呷哺(00520.HK)各跌9.6%及7.8%,華潤啤酒(00291.HK)及JS環球生活(01691.HK)各跌6%及7.2%。體育用品股特步(01368.HK)跌9.8%,滔博(06110.HK)及李寧(02331.HK)各跌5.3%及5.7%。
內地疫情持續,同程旅行(00780.HK)及攜程(09961.HK)各跌7.6%及5.8%,航空股國航(00753.HK)跌4.8%。濠賭股新濠國際(00200.HK)及澳博(00880.HK)各跌7.8%及8.2%,永利澳門(01128.HK)及美高梅中國(02282.HK)各跌逾6%。
科技股走弱,騰訊(00700.HK)跌4.3%報353.6元,阿裏巴巴(09988.HK)跌5.1%報98.5元,小米(01810.HK)遭股價跌6.4%報12.36元,美團(03690.HK)及百度(09888.HK)各跌5.8%及5.2%,嗶哩嗶哩(09626.HK)挫13.2%。
手機相關股舜宇(02382.HK)跌8.6%,比亞迪電子(00285.HK)及鴻騰(06088.HK)各跌5.8%及4.7%,晶片股中芯(00981.HK)及華虹半導體(01347.HK)各跌4.7%及7.4%。
內房股向下,合景泰富(01813.HK)及龍光(03380.HK)各跌10.3%及12%,碧桂園(02007.HK)跌6.8%,中國金茂(00817.HK)、萬科(02202.HK)及富力(02777.HK)各跌5.2%至6.3%。
匯控(00005.HK)升0.2%報54.05元,港交所(00388.HK)及友邦(01299.HK)各跌3.4%及3.2%。
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