恆生科技指數隨納指曾續挫5.4% 阿里/微盟/中芯/京東續吐4.5%-5.6%
美國8月ISM非製造業指數四個月來首次回落幅度略超預期,加上美國7月貿易逆差擴至12年來最高兼遠超預期,市場憂慮美國經濟復甦步伐漫長兼艱巨,投資者先行拋售近期嚴重超買股價屢破頂的大型科網股,英特爾、fb、亞馬遜、奈飛、谷歌母企Alphabet、費城半導體指數、微軟、蘋果、英偉達及三連吐Tesla依次挫逾3.5%-9%,拖累屢破頂的納指及標普急吐5%及3.5%。納指一百期貨續吐1.5%報11,627。
本港恆生科技指數承昨天由紀錄高位吐近2.6%勢,今早曾再急挫5.4%低見7,290喘定,現造7,452,續吐3.3%。
阿里巴巴-SW(09988.HK)及京東-SW(09618.HK)繼昨天由紀錄高位回落後,今早隨ADR(昨晚分別續吐4%及挫5%)進一步跌破10天線,低見265.2元及300元,現造271.4元及305元,續吐4.6%及5.6%。
下周一正式「染藍」的小米-W(01810.HK)承昨天由紀錄高位急吐7%結束六連漲後,今早曾略失10天線(22.15元),最低見22元,現造23.35元,續吐2.3%。藍籌重磅股騰訊(00700.HK)失守20天及50天線(525.6元及529.5元),最低見513元,現造520.5元,續跌2.5%。
美團-W(03690.HK)及微盟(02013.HK)也由紀錄高位連吐第二天兼失守10天線,最低見244.2元及11.7元,現造256.2元及12.12,續吐2.4%及4.7%。金山軟件(03888.HK)、金蝶(00268.HK)、網龍(00777.HK)及藍籌瑞聲(02018.HK)續跌近3%-4%。
中芯國際(00981.HK)市前有兩宗合共1.75億股以每股23.62元(較昨天收市價折讓約4%)非自動對盤上板,涉資41.335億元。該股今早跌破百天線(23.77元),最低見22.45元,創兩個半月低,現造23.25元,續跌5.5%。銷售文件顯示,中芯主要股東國家集成電路基金旗下「鑫芯投資」擬以每股23.62-24.6元,配售1.65億股舊股,套現最多40.59億元。
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