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《全日總結》恆指跌619點 成交逾二千億 科技及內需股挫
港股受科技股及疫後復甦概念股回吐下受壓。恆指低開109點後跌幅反覆擴大,尾市曾跌696點一度低見21,992點,全日跌619點或2.7%,收22,069點。國指跌277點或3.6%,收7,496點;恆生科技指數跌233點或4.8%,收4,580點。大市全日成交總額增至2,032.48億元,滬、深港通南下交易淨流出21.57億及15.62億元人民幣。 科技股普遍受壓。據報抖音已上線「超市」功能,可享「當日發」配送服務,競爭對手阿里巴巴(09988.HK)跌7.1%報109元,京東(09618.HK)跌5.6%報237.4元。 此外,騰訊(00700.HK)跌6.7%報387.2元,小米(01810.HK)及快手(01024.HK)各跌逾5.6%,嗶哩嗶哩(09626.HK)、阿里健康(00241.HK)及平安好醫生(01833.HK)各跌8%至8.8%,金蝶(00268.HK)及微盟(02013.HK)各跌逾7%。 市場關注百度(09888.HK)或下月推人工智能聊天機械人服務,百度逆升後倒跌0.6%。人工智能概念股商湯(00020.HK)升1.5%。美電動車股上周五(27日)急升,上海延續實施新能源車置換補貼及免徵車輛購置稅,蔚來(09866.HK)升1.7%。 內需及消費股顯著回吐,電影股阿里影業(01060.HK)及貓眼娛樂(01896.HK)各跌9.1%及8.9%,零售股JS環球生活(01691.HK)跌8.8%。餐飲股百勝中國(09987.HK)呷哺呷哺(00520.HK)、頤海(01579.HK)及海底撈(06862.HK)各跌5.9%至6.9%,九毛九(09922.HK)跌10%。 旅遊相關股亦回落,旅遊平台攜程(09961.HK)及同程旅行(00780.HK)各跌逾6%,免稅品店中國中免(01880.HK)跌13.8%,澳門農曆新年期間逾45萬旅客入境,酒店入住率近86%,但濠賭股亦回吐,金沙中國(01928.HK)、澳博(00880.HK)、美高梅中國(02282.HK)及新濠國際(00200.HK)各跌5.6%至6.7%,永利澳門(01128.HK)跌7.8%。本港珠寶零售股周生生(00116.HK)及六福(00590.HK)各跌4.9%及7.3%。 內房股受壓,碧桂園(02007.HK)、綠城中國(03900.HK)及旭輝(00884.HK)各跌8.3%至8.8%,合景泰富(01813.HK)、新城發展(01030.HK)、萬科(02202.HK)及龍湖(00960.HK)各跌5.7%至7.1%。物管股碧服(06098.HK)亦跌5.9%。 本地銀行逆市上升,匯控(00005.HK)跌0.2%報57.85元,港交所(00388.HK)跌3.9%。
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