《半日總結》恆指跌565點 科網及車股捱沽 碧桂園系受壓
美股道指昨(9日)跌653點或2%,納指跌逾4%,港股佛誕長周末後復市隨外圍下跌。恆指低開701點,早段曾跌823點一度低見19,178點,其後跌幅曾收窄至345點見19,656點,半日跌565點或2.83%,報19,436點;國指跌224點或3.3%,報6,585點;恆生科技指數跌189點或4.7%,報3,846點。大市半日成交總額842.58億元,滬、深港通南下交易半日分別淨流入億及億元人民幣。
內地禁止未成年人參與直播打賞,嚴控未成年人從事主播,快手(01024.HK)跌5.7%報56.7元,嗶哩嗶哩(09626.HK)跌7%報151.8元。阿里巴巴(09988.HK)申請註冊「淘寶元宇宙」等商標被駁回,半日股價跌5.9%報85.05元。
其他科技股方面,騰訊(00700.HK)跌3.7%報336.4元,小米(01810.HK)跌3.6%報10.7元,美團(03690.HK)跌5.4%報148.5元,京東(09618.HK)跌9.7%報204.6元,百度(09888.HK)跌9.5%報106.7元。網易(09999.HK)跌4.4%,阿里健康(00241.HK)、明源雲(00909.HK)及平安好醫生(01833.HK)各跌逾5%,攜程(09961.HK)及金山軟件(03888.HK)各跌7.4%及8.2%。市場關注美或進一步限制向華企出售先進晶片製造設備,華虹半導體(01347.HK)早市股價挫13.1%。
汽車股受壓,吉利(00175.HK)逾13.7億人幣購南韓汽車銷售商34%股權,股價跌4.8%。市場關注長沙比亞迪部份產線情況,比亞迪(01211.HK)跌8%報210.2元。理想(02015.HK)及蔚來(09866.HK)各跌6.4%及8.9%,小鵬(09868.HK)跌11.5%。長汽(02333.HK)4月銷量跌41%,半日股價跌4.9%。
人行貨幣政策報告指堅持不將房地產作為短期刺激經濟手段,內房股受壓,旭輝(00884.HK)跌5.4%,龍湖(00960.HK)、合景泰富(01813.HK)、萬科(02202.HK)及龍光(03380.HK)各跌3.1%至3.6%。碧桂園(02007.HK)稱福州項目監管賬戶相關監管措施已解除,半日股價仍跌12.3%報4.26元,同系物管股碧服(06098.HK)跌12.4%。雅生活(03319.HK)及華潤萬象(01209.HK)各跌4.4%及4.8%。
金融股方面,匯控(00005.HK)跌2.3%報47.85元,渣打(02888.HK)跌2.7%報53.15元,港交所(00388.HK)及友邦(01299.HK)各跌0.8%及1.6%。其他股份方面,蒙牛(02319.HK)與達能解除現有關係,每股1.2元私有化雅士利(01230.HK),蒙牛低開7.6%後跌幅收窄,半日跌0.4%報38.45元,雅士利升17.4%報1.08元。
體育用品股安踏(02020.HK)及特步(01368.HK)各跌3.5%及5.9%。
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