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政府約談,互聯網股急挫,拖累港股。

時間:2021-09-10 00:00:00  來源:智易東方證券有限公司 GEO Securities Limited  作者:藺常念  點擊:339次

10/9/2021                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                

 

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政府約談,互聯網股急挫,拖累港股。

 

星期四港股開市大幅下跌,恆生指數跌244點,國企指數跌109點,科技指數跌139點。科技股領跌,阿里巴巴跌3.45%,為跌幅最大藍籌股,令指數跌78點。騰訊跌3.05%,令指數跌55點。美團跌2.3%,令指數跌48點。滙豐升0.6%,令指數升10點。A股開市跌8點。中宣部約談騰訊,網易等遊戲平台,防止過度集中及壟斷行為。港股開市後跌幅擴大,恆生指數跌3百點,至25996點,跌325點。美團,阿里巴巴,騰訊都跌超過3%,拖累港股下跌。平台股,軟件服務股下跌,快手跌5.9%B站跌5.9%,微盟跌3.2%,網易跌6%。保險股弱勢,友邦保險跌1%,平保跌2%。恆大持續下跌,中國恆大跌4.6%,恆大物業跌3.6%。上午中段港股跌幅擴大,恆生指數跌4百多點。科技股跌幅擴大。阿里巴巴跌4.15%,令指數跌95點。騰訊跌4.5%,為跌幅最大藍籌股。動力煤價上升,煤炭股急升,中煤能源升4.5%,神華升3.5%,兗州煤升3.5%A股上午收市跌1點。恆生指數最低跌至25861點,跌459點。收市跌422點,國企指數跌185點,科技指數跌220點,成交802億元。

 

下午港股跌幅擴大,恆生指數跌6百多點。騰訊跌6.1%,令指數跌110點。網易跌7.24%,創夢天地跌7.4%。交通部稱要降低網約車平台過高抽佣比例,嚴查大數據殺熟等違法行為。美團跌3.83%,令指數跌87點。網絡股下挫,阿里巴巴跌4.15%,令指數跌93點。快手跌6.3%,嗶哩嗶哩跌6.6%,京東跌4%,明源雲跌5%,移卡跌6%。相反金屬股上升,鋁價上升,鋁股急升。宏橋升13%,中鋁升7.7%,俄鋁升5.8%。鋼鐵股急升,重鋼升8.4%,鞍鋼升4.5%,馬鋼升2.8%。中國恆大暫停支付利息,恆大系股急挫。中國恆大跌8.6%,恆大物業跌7.6%,恆大汽車跌12%。拖累內房股及物管股下跌,世茂服務跌10%,融創服務跌9.6%,華潤萬象跌8%,碧桂園跌3.55%。核電及環保電力股上升,中廣核電升6.5%,中廣核能升4.5%。中國電力升3.9%,華潤電力升2.65%,大唐新能源升3.5% A股收市升18點。市場傳中央暫停遊戲審批,互聯網股急跌。騰訊跌8.2%,令指數跌150點。恆生指數最低跌至25624點,跌697點。收市跌605點,國企指數跌265點,科技指數跌310點,成交1680億元。

 

昨晚海外股市個別發展,德國升13點,法國升16點,但英國跌71點。美股先升後跌。杜瓊斯跌151點,標普跌21點,納斯達克跌38點。港股預託證券在美升84點,夜期升148點,預期今天港股上升。