港股收評:恐慌式拋售再度上演!恆指跌破19000點關口,南下資金逆勢淨流入近百億
3月15日,港股午後再度遭到恐慌式拋售,恆生科技指數大幅收跌8.1%再創歷史新低,報3472.42點,恆指亦大跌5.72%再度跌超千點,跌破19000點關口報18415.08點,市場一片哀嚎。南下資金逆勢淨流入98.07億港元,大市成交額為2861億港元。

盤面上,大型科技股繼續領跌大市,阿里巴巴、京東跌超10%均創新低,騰訊跌破300港元大關,美團、小米、網易皆重挫;教育股與濠賭股遭到血洗,半導體股、豬肉概念股、大金融股、內房股與物管股紛紛下跌,疫情持續嚴峻,消費類的全天萎靡走低,石油股、電力股、煤炭股等能源股皆大跌,作為避險板塊的黃金股股亦集體重挫。
具體來看
大型科技股繼續領跌大市,阿里巴巴、騰訊、京東跌超10%,騰訊跌破300港元大關,小米、百度跌超7%,美團、快手、網易皆重挫。

黃金及貴金屬板塊跌幅居前,灣區黃金跌超14%,紫金礦業跌超11%,中國黃金國際、招金礦業跌超10%,山東黃金跌6.83%。

教育板塊持續走低,中國東方教育跌超27%,宇華教育跌超18%,希望教育、新高教集團、民生教育跌超10%。

博彩股遭重創,永利澳門跌超15%,新濠國際發展跌超14%,金沙中國跌超12%,銀河娛樂、美高梅中國跌超11%。

據澳門電台,澳門特區行政長官賀一誠出席經濟發展委員會全體大會併發言,他表示,澳門特區政府推出一系列促進經濟復甦措施後,澳門目前總體社會經濟形勢基本保持穩定,本地經濟逐漸呈現恢復發展的勢頭,但周邊地區疫情反覆,仍為經濟前景帶來不確定性,必須繼續審慎積極應對。
內房股和物管股同步走低,內房股中,旭輝控股、寶龍地產跌超21%,融創中國跌超17%,龍湖集團、正榮地產跌超15%。

物管股中,建業新生活跌超20%,旭輝永升服務跌超14%,星盛商業、世茂服務、正榮服務跌超13%,碧桂園服務、時代鄰里跌超12%。

消息面上,國家統計局:1-2月份,商品房銷售面積15703萬平方米,同比下降9.6%,其中,住宅銷售面積下降13.8%;商品房銷售額15459億元,下降19.3%,其中,住宅銷售額下降22.1%。
煤炭股普跌,中煤能源跌近9%,中國神華、蒙古焦煤跌超7%,伊泰煤炭跌6.5%。

廣發期貨表示,焦煤焦炭短期存在兩個風險點,一是疫情導致下游需求不濟,二是鋼廠利潤過低對原料存在下壓可能。
南向資金逆勢加倉,截至收盤,南向資金淨流入98.07億港元,其中港股通(滬)淨流入42.76億港元,港股通(深)淨流入55.31億港元。

展望後市,天風證券認為2022年中國科技互聯網政策環境可預期性提升,監管更偏向“要求落實”,預計隨着多項細分領域配套細則落地,2022H2監管政策邊際影響有望逐步趨穩。目前處於2021Q4業績期,短期宏觀環境和政策影響疊加下,部分互聯網企業基本面壓力或有所反映。並隨經濟穩增長髮力、局部疫情得到控制、政策影響趨穩、基數調整,2022Q2開始基本面有望逐季回升。當前中國科技互聯網板塊估值處於歷史低位,相較於納斯達克估值差亦處於近年來高位,建議關注市場擔憂情緒緩解後,基本面改善帶動的修復機遇。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.