《半日總結》恆指跌364點 科網股受壓 美團挫逾7%
美串流視頻商Netflix(NFLX.US)訂戶減少觸發美科網股遭拋售,本港上市科網股受拖累,內地早市下跌,港股走弱。恆指低開163點,早段跌幅曾收窄至24點見20,920點,其後跌幅再度擴大,半日跌364點或1.74%,報20,580點;國指跌163點或2.31%,報6,934點;恆生科技指數跌146點或3.55%,報3,987點。大市半日成交總額581.56億元,滬、深港通南下交易半日分別淨流入4.22億及4.96億元人民幣。
科網股方面,騰訊(00700.HK)跌4.1%報347.2元,阿裏巴巴(09988.HK)跌3.5%報87.55元,美團(03690.HK)遭聯合創辦人王慧文減持共逾74萬股套現1.16億元,半日股價跌7.2%報134.4元。
京東(09618.HK)跌6.2%報207.2元。小米(01810.HK)、網易(09999.HK)及快手(01024.HK)各跌3.3%至3.7%,嗶哩嗶哩(09626.HK)跌4.6%,阿裏健康(00241.HK)、閱文(00772.HK)、商湯(00020.HK)及金山軟件(03888.HK)各跌5.2%至5.8%。
汽車股受壓,理想汽車(02015.HK)指疫情影響4月生產,股價跌4.7%。小鵬汽車(09868.HK)、蔚來(09866.HK)及長汽(02333.HK)各跌5.4%至5.9%。電動車鋰電池材料商贛鋒鋰業(01772.HK)跌7.1%。
醫藥股信達生物(01801.HK)、復星醫藥(02196.HK)及藥明生物(02269.HK)各跌5.2%、6.6%及8.8%。消費及內需股亦走弱,海底撈(06862.HK)、呷哺呷哺(00520.HK)、中國飛鶴(06186.HK)及JS環球生活(01691.HK)各跌3%至3.7%,蒙牛(02319.HK)跌2.7%。濠賭股回吐,新濠國際(00200.HK)、澳博(00880.HK)、永利澳門(01128.HK)及美高梅中國(02282.HK)各跌4.8%至5.3%,金沙中國(01928.HK)跌3.5%。
金融股方面,匯控(00005.HK)完成回購20億美元股份,早市股價升1.6%報54.8元。港交所(00388.HK)跌1.2%報322.4元,友邦(01299.HK)跌1.3%報78.55元。
中海油A股(600938.SH)上市首日暴漲並曾短暫停牌,中海油H股(00883.HK)則反覆跌3.2%報10.8元。
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