《半日總結》恆指跌124點 科網及體育股走弱
市場續關注美聯儲縮表計劃,港股早市在科技股拖累下走軟。恆指低開141點後表現反覆,跌幅曾擴大至240點一度低見21,568點,半日跌124點或0.57%,報21,684點;國指跌82點或1.11%,報7,412點;恆生科技指數跌101點或2.26%,報4,373點。大市半日成交總額539.74億元,滬、深港通南下交易半日分別淨流入8.11億及5.89億元人民幣。
在美上市中概股表現疲軟,阿裏巴巴(09988.HK)跌2.9%報102.2元,京東(09618.HK)跌3.4%報219.4元,百度(09888.HK)跌3.1%報133.3元,網易(09999.HK)跌2.3%。攜程(09961.HK)及汽車之家(02518.HK)各跌5.4%及4.2%,萬國數據(09698.HK)及嗶哩嗶哩(09626.HK)各跌7.3%及7.7%,蔚來(09866.HK)及小鵬(09868.HK)各跌6%及6.1%,理想(02015.HK)跌4.6%。
其他科技股方面,美團(03690.HK)遭紅杉資本創始管理合夥人沈南鵬減持,股價跌3.5%報153.8元。騰訊(00700.HK)跌1.8%報367.6元,小米(01810.HK)跌2.4%,快手(01024.HK)跌3%報69.85元。手機部件股瑞聲(02018.HK)跌3.6%,聯想集團(00992.HK)逆升2.9%。
體育用品股下跌,安踏(02020.HK)及李寧(02331.HK)各跌5.6%及5.7%,滔搏(06110.HK)跌4.6%。醫藥股石四藥(02005.HK)、綠葉製藥(02186.HK)及康哲藥業(00867.HK)各跌2.4%至2.9%,復星醫藥(02196.HK)跌3.8%。
汽車股廣汽(02238.HK)3月汽車銷量升31%,早市股價升6.8%。澳門旅遊局指內地疫情反覆,料內地旅客簽註暫難有放寬空間,濠賭股金沙中國(01928.HK)跌3.1%。
市場憧憬內地推動基建,基建股造好。中鐵建(01186.HK)及中交建(01800.HK)各升4.8%及2.3%。中鐵(00390.HK)首季新籤合同增84%,半日股價升6.9%。
油股中海油(00883.HK)擬發行26億股A股並在下週一(11日)網上路演,半日股價升3%報11.7元。
金融股方面,匯控(00005.HK)升0.5%報53.7元,港交所(00388.HK)跌0.7%報352.2元,友邦(01299.HK)升1.5%報83.5元。
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