智通财经APP获悉,港股恒生指数跌10.70%,跌2443点,报20405点;恒生科技指数大跌13.95%。港股早盘成交3220亿港元。
指数权重股集体大跌,腾讯控股(00700)跌10.81%;阿里巴巴-W(09988)跌超14%;港交所(00388)跌超12%;小米集团-W(01810)跌15%。
汽车股延续跌势,美对进口汽车征收关税生效,机构指中国车企出口美国影响有限。小鹏汽车-W(09868)跌15%;长城汽车(02333)跌14%;理想汽车-W(02015)跌14%。
创新药概念股全线重挫。美国禁止中国访问NIH核心生物医学数据库,机构称创新药暂不受关税影响。德琪医药-B(06996)跌29%;和铂医药-B(02142)跌23%;和黄医药(00013)跌20%;歌礼制药-B(01672)跌18.15%;信达生物(01801)跌18%。
航运股延续跌势,美国加征“对等关税”的幅度显著高于市场预期,市场对关税落地引发经济衰退风险和贸易冲击的担忧情绪有所升级。中远海发(02866)跌超14%,中远海控(01919)跌超10%。
工程机械股集体下跌,机构称直接出口成本承受难度大,对美敞口较小总体风险可控。森松国际(02155)跌23%;中联重科(01157)跌12%;三一国际(00631)跌13%;中国重汽(03808)跌9.36%。
家电股再度下跌,美关税政策对国内家电经营影响有限,机构称家电出口优势仍存。JS环球生活(01691)跌13%;海信家电(00921)跌9%;海尔智家(06690)跌10%;创维集团(00751)跌4.44%。
汽车零部件全线重挫,耐世特(01316)跌超20%,敏实集团(00425)跌18%。关税增加将对部分零部件厂商产生冲击。
光伏股全线下挫,光伏行业贸易保护形势加剧,机构指国内光伏企业盈利压力进一步加大。信义光能(00968)跌15%;福莱特玻璃(06865)跌14.4%;信义能源(03868)跌12%;新特能源(01799)跌12%。
中航科工(02357)再跌超12%,空客折价9.6%清仓中航科工持股,套现超11亿港元。
中粮家佳康(01610)盘中拉升逾3%,内外围共振利多猪价,公司去年实现扭亏为盈。
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