智通财经APP获悉,港股恒指跌1.58%,报22835点;恒生科技指数跌2.22%;港股早盘成交1640亿。
服饰股早盘大幅下挫,晶苑国际(02232)跌超20%,九兴控股(01836)跌超14%;申洲国际(02313)跌13%;新秀丽(01910)跌7%。中信证券研报指出,纺服行业作为贸易摩擦聚焦的行业之一,去年下半年来已对加征关税的不同情境进行了交易。
苹果概念股全线重挫,苹果全球供应链受关税直接冲击,消费电子行业或承压。高伟电子(01415)跌15%;舜宇光学(02382)跌7.1%;丘钛科技(01478)跌10%;比亚迪电子(00285)跌8.49%。
钢铁股早盘普跌,美国加征关税对行业影响有限,市场关注国内限产落地情况。找钢集团-W(06676)跌9.82%;鞍钢股份(00347)跌4.55%;马鞍山钢铁股份(00323)跌2.7%。
家电股跌幅居前,美国关税或影响家电出口增速,市场关注以旧换新政策落地情况。海信家电(00921)跌7.45%;海尔智家(06690)跌7.63%。
金力永磁(06680)逆市涨超12%,稀土价格逐步企稳回升,公司业务盈利有望恢复。
锦欣生殖(01951)盘中拉升3%,机构指公司受惠刺激政策,海外业务明显增长。
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