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【盤房來料】阿里股價沒有最低只有更低- 信報網站hkej.com @ 2021-12-05T08: Back Hot News
Keyword:港股
Concept:恆生指數 , 港股市況
中概股風險提高加上大市不利科技股,令已在港第二上市的中概股同樣下跌,攜程(美:TCOM)跌12.2%,小鵬(美:XPEV)跌9.3%,均較周五港股收市低逾一成。阿里巴巴(美:BABA)跌8.23%,京東(美:JD)跌7.71%,受重磅股拖累,ADR港股比例指數23,265點,跌2.15%,恆指期貨則收報23,380點,下跌1.7%,低水387點。
美國證交會正式實施《外國公司問責法案》,中概股憂慮有被除牌風險,港股半日向下。恆指半日跌176點或0.74%,報23612點,成交金額773億元;國指跌101點或1.19%,報8404點。恆生科技指數重挫,收報5878點,跌2.32%。
中概股會否成為新一波港股壓力?相信不是無機會,但更多是心理層面,實際影響不太,因為受拖累是要已在港美一同上市的股票。不過,已在港上市潛在影響又已降低。為何仍有壓力?因為阿里巴巴(SEHK:9988)會再跌,暫時已跌超3%。這是拖累港股因素。
美股上周大跌後反彈,但港股未能跟上,恆指競價時段低開,之後外圍資產因為變種恐慌再現下挫,港股跌幅加深,科網大股阿里巴巴(9988)繼續下插之旅。
港股方面,恆指失守10月低位後,連日打底,但相信難望大幅上升。拖累恆指的包括累積跌幅巨大的海底撈 (06862)、阿里健康 (00241)、碧桂園服務 (06098)等,而權重股如阿里巴巴 (09988)、友邦 (01299)亦積弱,故港股後市暫難有驚喜。

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