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《即日市評》恆指失兩萬三 恆生科指「破底」跌逾4% 美團捱沽
受科網股拖累下,港股今日向下。美股昨個別發展,道指升0.6%創收市高,納指跌1.3%;執筆之時美國十年期國債孳息率升至1.648釐,美匯指數跌至96.11,美股道指期貨最新跌32點或0.09%,納指期貨最新跌0.35%。人行今進行100億人幣7天期逆回購操作,上證綜指全日跌37點或1%收3,595點、深證成指跌1.8%,內地創業板指數下滑2.7%,滬深兩市成交額共1.3萬億人民幣。 港股今日高開後掉頭回落,恆指午後跌穿二萬三關,曾挫438點一度低見22,851點,全日收22,907點,跌382點或1.6%;國指跌164點或2%,報8,015點;恆生科技指數跌258點或4.6%,收報5,323點創新低。大市全日成交總額1,553.07億元。滬、深港通南下交易全日分別淨流入24.3億及11.78億元。 【科網股捱沽 美團挫一成】 市場憂監管風險,騰訊(00700.HK)全日股價挫4.3%收430.6元,騰訊宣佈減持新加坡遊戲及電商公司Sea(SE.US)約1,450萬股股份,持股比例從21.3%降至18.7%,但重申有意長期持有Sea的大部分股權。此外,國家市場監管總局對騰訊多宗未依法申報違法實施經營者集中案行政處罰,涉及騰訊的案件共有9宗。 美團(03690.HK)及嗶哩嗶哩(09626.HK)股價各跌11.2%及10.6%。國家市場監管總局日前發佈多項行政處罰公告顯示,對杭州阿裏創業投資、鄭州市訊捷貿易、貴陽廣電傳媒集團收購貴州泛亞信通網絡科技股權未依法申報違法實施經營者集中案作出行政處罰決定,分別給予阿裏創投、鄭州訊捷、貴陽廣電各50萬人民幣行政處罰。對嗶哩嗶哩收購VERSA Inc.股權未依法申報違法實施經營者集中案作出行政處罰決定,給予嗶哩嗶哩50萬人民幣罰款。 【跌股千三隻 中移動造好】 港股今日主板市寬轉弱,主板股票的升跌比率爲12比31(上日爲19比22),下跌股份1,303只(跌幅3.3%);恆指成份股今日31只股份上升,下跌股份33只,升跌比率爲48比52(上日爲53比45)。大市今日錄沽空234.03億元,佔可沽空股份成交1,325.78億元的17.652%(上日18.199%)。 中移動(00941.HK)計劃2月7日後回購H股,H股今日股價升3.3%收49.6元。中移動(600941.SH)上海交易所首日掛牌,股價早市高見63.58元人民幣後逐步回落,最低見57.75元人民幣,全日報57.88元人民幣,較發行價57.58元人民幣僅高0.5%。
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