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港股收評:9月首日開門紅!恒指大跌1.65% 科技股弱勢 中字頭大基建股跌勢明顯
格隆匯 09-02 16:15
港股9月首日迎來“開門黑”行情,主要指數尾盤跌幅有所加大,市場情緒較為低迷。恒生科技指數一度大跌至2.3%,最終收跌2.08%,恒指、國指分別下跌1.65%及1.89%,恒指再失17800點關鍵點位。盤面上,上週五帶領大市上升的科技股表現低迷,阿里巴巴、小米跌超2%,快手、京東、網易跌約2%,美團、百度、騰訊均跌超1%;建築央企二季度歸母淨利潤大多承壓,8月建築業PMI進一步回落,中字頭大基建股跌勢明顯,中國交通建設績後大跌超7%,中國鐵建、中國中鐵皆下挫;上半年房企淨利下滑顯著,百強房企8月銷售繼續探底,內房股與物管股跌幅較大;報道稱荷蘭或將收緊ASML設備維護及出口管制,半導體芯片股走低,龍頭中芯國際績後跌超3%;主要車企8月銷量放榜,理想、蔚來環比下滑,新能源汽車股普遍下跌,啤酒股、鋰電股、軍工股、濠賭股、蘋果概念股、風電股、手遊股、藥品股等紛紛走低。另一方面,機構看好教育板塊估值持續修復,教育股集體上升,權重股新東方升約4%,全球集裝箱航運業Q2利潤飆升逾百億美元,海運股表現活躍,增派中期息,華潤燃氣升近8%領銜燃氣股上升。
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