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科指跌2.3%至逾三個月低 遭大行唱淡明源雲挫12%尋底 快手、B站及萬國數據跌逾5%-7%
美國主要經濟引擎8月ISM服務業指數意外續升至四個月高,聯儲區本月再加息75點子預期升溫,納指跑輸,昨晚在高增長權重科技股主導反覆跌0.7%七連陰後,納指一百期貨續跌0.5%報11,955。此外,以美元計中國8月出口額按年增速放緩至7.1%(前值升18%),遠遜市場預期升13%;進口額按年增速續放緩至0.3%(前值升2.3%),遜於預期升1.1%。期內,貿易順差放緩至793.9億美元,較7月所創紀錄高位收窄約21.6%,也遠少於預期順差927億美元。 亞太股市除大馬和滬指反覆靠穩,以及深成反覆續彈0.4%外,全部受壓,日經、菲股、澳股、台股、韓股及港股跌1.2%-1.7%,恆指跑輸五連跌,最低見18,851,現報18,872,挫330點或1.7%,總成交額446億元。 反映中概股表現的納斯達克中國金龍指數昨晚跌近3.5%。本港科指今早低見3,963,創逾三個月低,現報3,972,下挫2.3%。30隻科指成份股普遍跌逾1%-3%,其中權重股騰訊(00700.HK)、小米(01810.HK)、網易(09999.HK)、京東(09618.K)及美團(03690.HK)跌2%-3%。 高盛首予明源雲(00909.HK)「沽售」評級看5元,里昂也降明源雲評級至「跑輸大市」兼削價近48%至6.6元。該股今早跌破52周及早前所創上市低位5.47元,報5.33元即市低位,急挫12%。 未能受惠高盛首予「買入」評級看112元的快手(01024.HK)五連跌,最低見61.8元,現報62.05元,續挫5.1%。B站或嗶哩嗶哩(09626.HK)續跌5.2%報174.5元。 萬國數據(09698.HK)挫7.3%報22.15元,創逾五個月低。百度(09888.HK)、金蝶(00268.HK)、閱文(00772.HK)及小鵬(09868.HK)也挫4%左右。然而,中芯(00981.HK)及比亞迪電子(00285.HK)逆升逾1%-2%。
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