美国落实对加拿大及墨西哥进口货品加征关税,市场观望两会刺激经济政策,港股今日先跌后略为收窄。恒指低开328点,初段跌458点一度低见22,547点后跌幅收窄,中午倒升44点见23,051点,全日跌64点或0.3%,收22,941点;国指跌52点或0.6%,收8,367点;恒生科技指数跌不足1点,收5,535点。大市全日成交总额2,695.28亿元。
比亚迪(01211.HK) 折让7.8%配股净筹433.83亿元,股价跌6.8%报339元,其他车股方面,吉利(00175.HK) 跌5.7%。蔚来(09866.HK) 跌4.6%,理想(02015.HK) 及小鹏(09868.HK) 跌3.2%及3%。华晨(01114.HK) 宣派每股1元特别息,该股吐9.4%。投资墨西哥的汽车部件股耐世特(01316.HK) 跌5.7%。
科技股方面,腾讯(00700.HK) 升1.6%报491元,阿里(09988.HK) 跌2%报127.8元,网易(09999.HK) 、百度(09888.HK) 及哔哩哔哩(09626.HK) 升1.6%至2.2%,小米(01810.HK) 、美团(03690.HK) 及快手(01024.HK) 跌不足1%。万国数据(09698.HK) 及金山云(03896.HK) 跌9.6%及5.4%。加密货币抽升后显著下滑,相关概念股及ETF急吐,博雅互动(00434.HK) 跌7%,FA南方比特币(03066.HK) 及FA南方以太币(03068.HK) 跌10%及13.2%。
消费内需股方面,统一企业中国(00220.HK) 升6.1%,润啤(00291.HK) 、百威亚太(01876.HK) 及康师傅(00322.HK) 升4.5%,同程(00780.HK) 升3.7%。滔搏(06110.HK) 跌4.9%。医药股翰森(03692.HK) 升2.5%,百济神州(06160.HK) 持续疲弱,全日跌4.7%。濠赌股新濠国际(00200.HK) 、美高梅中国(02282.HK) 及银娱(00027.HK) 跌2.8%至3.1%。
金融股方面,汇控(00005.HK) 升0.9%报92.05元,港交所(00388.HK) 跌0.7%。美债孳息下滑,友邦(01299.HK) 升1.4%。内险股众安在线(06060.HK) 及财险(02328.HK) 升逾2%。内房股跑输大市,融创(01918.HK) 及合景泰富(01813.HK) 跌6.3%及4.9%,富力(02777.HK) 、万科(02202.HK) 及雅居乐(03383.HK) 跌3.7%至4.4%。
避险情绪推高金价,金股灵宝(03330.HK) 升6.3%,招金(01818.HK) 、中国黄金国际(02099.HK) 及山东黄金(01787.HK) 升3.7%至3.9%。纽约期油跌2%,油股中石油(00857.HK) 及中海油(00883.HK) 跌逾2%。半新股蜜雪(02097.HK) 股价曾弹高7.6%后回顺,全日微跌0.1%收289.6元。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-04 16:25。)
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