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《全日總結》恆指跌421點 科網及內需股弱 內房股揚
市場關注美聯儲下月或啟動縮表,美股納指跌2.3%。港股今日於清明節假後復市向下,恆指低開282點,其後跌幅曾擴大至487點一度低見22,015點,最終全日跌421點或1.87%,收22,080點;國指跌162點或2.08%,收7,608點;恆生科技指數跌182點或3.82%,收4,587點。大市全日成交總額1,342.22億元。滬、深港通分別淨流入12.37億及9.74億元人民幣。 市傳供應鏈大削訂單拖累台灣大立光股價創七年低,手機相關股受壓,舜宇(02382.HK)跌6.3%報118.8元,比亞迪電子(00285.HK)及信利(00732.HK)各跌6.4%及6.7%,丘鈦(01478.HK)及瑞聲(02018.HK)各跌3.7%及3.6%。 科技股方面,騰訊(00700.HK)跌2.3%報381元,阿里巴巴(09988.HK)回吐5.4%報107.6元,美團(03690.HK)、網易(09999.HK)及阿里健康(00241.HK)各跌3.2%至4.2%,快手(01024.HK)、京東(09618.HK)、金軟(03888.HK)及攜程(09961.HK)各回吐4.5%至5.4%。華虹半導體(01347.HK)、金蝶(00268.HK)、汽車之家(02518.HK)及聯想集團(00992.HK)各跌6.1%至6.9%,心動(02400.HK)跌7.5%。 醫藥股普遍向下,復星醫藥(02196.HK)及藥明康德(02359.HK)各跌7.4%及8.6%,石藥(01093.HK)及康希諾(06185.HK)各跌5.1%及5.9%。開拓藥業(09939.HK)指新冠藥臨床試驗顯示可降低患者病毒載量,全日股價抽升1.06倍收28.85元。 消費股走弱,潤啤(00291.HK)及九毛九(09922.HK)各跌6%及6.2%,百勝中國(09987.HK)、呷哺呷哺(00520.HK)及中國飛鶴(06186.HK)各跌4.2%至5%,海爾智家(06690.HK)及農夫山泉(09633.HK)各跌3.6%及3.8%。 市場憧憬恆大(03333.HK)與部份債權人談判進展,內房股逆市造好,富力(02777.HK)升7.8%,遠洋(03377.HK)及中海外(00688.HK)股價均升5.8%,龍光(03380.HK)及旭輝(00884.HK)各升3.5%及3.9%。 航運股中遠海控(01919.HK)跌7.7%,東方海外(00316.HK)跌6.1%,海豐(01308.HK)及太平洋航運(02343.HK)各跌5.1%及4.7%。 金融股匯控(00005.HK)跌0.6%報53.7元,港交所(00388.HK)跌3.3%報358.4元,友邦(01299.HK)跌1.7%報82.5元。油價上升,中海油(00883.HK)升5.2%。創科(00669.HK)跌7.4%。
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