《即日市評》恆指「五連跌」 科網股沽壓未除
市場擔心內地對互聯網平臺收緊監管持續，港股今日持續向下。美國上週五晚公佈6月非農職位增85萬個，高於市場原預期的70萬個，增長是10個月來最多，5月失業率升至5.9%，美股道指及納指上週五晚各升0.4%及0.8%；執筆之時美國十年期國債孳息率跌至1.437釐，美匯指數跌至92.2；美股今日假期休市。中國6月財新服務業PMI降至50.3創十四個月低，上證綜指全日升15點或0.4%收3,534點、深證成指漲0.3%、內地創業板指數升0.55%，滬深兩市成交額共1.006萬億人民幣。
恆指今早低開211點，早段曾跌267點一度低見28,042點，其後曾倒升28點曾高見28,338點，中午前再度下跌，全日跌166點或0.6%，收28,143點，連跌五個交易日(累跌1,144點或3.9%)；國指跌141點或1.4%，收10,274點；恆生科技指數跌180點或2.3%，收7,712點。大市全日成交總額1,653.94億元，滬、深港通南下交易錄得淨流出金額分別爲37.87億及30.43億元人民幣。
【憂收緊監管 美團騰訊挫】
市場擔心內地對互聯網企業收緊監管仍未完結，科網股沽壓未除，騰訊(00700.HK)及阿裏(09988.HK)全日股價各下滑3.6%及2.8%，美團(003690.HK)全日股價挫5.6%收287元，而快手(01024.HK)股價下滑5.9%。國家網信辦公佈，爲防範國家數據安全風險，維護國家安全，保障公共利益，依據《中華人民共和國國家安全法》《中華人民共和國網絡安全法》，網絡安全審查辦公室按照《網絡安全審查辦法》，對「運滿滿」、「貨車幫」及「BOSS直聘」實施網絡安全審查。爲配合網絡安全審查工作，防範風險擴大，審查期間「運滿滿」、「貨車幫」及「BOSS直聘」停止新用戶註冊。
此外，國家互聯網信息辦公室網站發佈，根據舉報、經檢測覈實，滴滴環球(DIDI.US)旗下滴滴出行應用程式存在嚴重違法違規收集使用個人信息問題。國家互聯網信息辦公室依據《中華人民共和國網絡安全法》相關規定，通知應用商店下架「滴滴出行」應用程式，要求滴滴出行科技有限公司嚴格按照法律要求，參照國家有關標準，認真整改存在的問題，切實保障廣大用戶個人信息安全。
【「碳中和」概念 車股有支持】
港股今日主板市寬續弱，主板股票的升跌比率爲18比23(上日爲13比30)；恆指成份股今日39只股份上升，下跌股份16只，升跌比率爲67比28(上日爲22比74)；大市今日錄沽空200.15億元，佔可沽空股份成交1,406.47億元的14.23%(上日17.207%)。
「碳中和」概念股受捧，贛鋒鋰業(01772.HK)全日股價抽上11.8%收124.8元，比亞迪(01211.HK)股價上揚近5%，部份汽車股受捧，吉利(00175.HK)股價揚5.4%，長城汽車(02333.HK)彈高6.7%。
於內地專注於清潔技術投資的着名VC青域基金在杭州發佈了《碳中和綠色投資藍皮書》指，「碳中和」主題投資蘊藏的機會主要在電力、交通運輸、工業、CCUS(碳捕獲、利用和封存)、碳交易與綠色金融等五大領域。青域基金預計，到2025年新能源汽車銷量佔全部汽車銷量的20%，到2035年預計達到50%，未來5年新能源車銷量CAGR超過30%，增長空間非常可觀。(wl/a)
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