恆指午後倒跌逾百五點 芯片股隨美同業跌逾2%-5%
美國通脹持續高企,市場對聯儲局加息預期升溫,美債息率昨晚全面飆升,其中十年期債息升至1.865%創兩年高,對息口敏感的大型科網及晶片股全面捱沽,尤其是近期跑贏的應用材料(AMAT.US)急挫8.8%,高通(QCOM.US)挫5.2%,英特爾(INTC.US)、德州儀器(TXN.US)、超微半導體(AMD.US)及英偉達(NVDA.US)也跌1.6%-3.9%,拖累費城半導體指數急跌4.4%,爲近期罕見跌幅。
本港芯片股今天以晶門半導體(02878.HK)沽壓最大,股價終止四連升,由近兩個月高位回吐5.4%報0.87元。上海復旦(01385.HK)回吐3.6%,報22.8元,股價重失10天線(23.08元);華虹半導體(01347.HK)重失20天線(40.84元),最低見40.35元,現報40.55元,跌3.9%;中芯(00981.HK)終止兩連升,現報19元,反覆回吐2.4%。
此外,蘋果(AAPL.US)昨晚跌1.9%收169.8美元。本港手機等設備股普遍跌逾1%-3%,藍籌舜宇(02382.HK)沽壓最大,報211.8元,續跌3.5%;比亞迪電子(00285.HK)跌3%報25.45元;中興通訊(00763.HK)向上受制百天線,今天股價回吐2.4%報22.7元。
小米(01810.HK)跌1.9%,報18.26元。然而,聯想集團(00992.HK)終止兩連跌,股價回升0.9%報8.8元。
港股連跌第四天,恆指繼半日收市反覆(曾見24,286)回穩後,午後重現沽盤,在美團(3690.HK)、新奧能源(02688.HK)、藥明生物(02269.HK)及比亞迪(01211.HK)跌逾2%-5%拖累,倒跌151點或0.6%,報23,961即市低位,成交額746億元。
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