股市资讯 | 港股科技股集体暴跌

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美股

截至北京时间8月15日凌晨,美股周二收高,道指与标普指数均结束了此前连续4个交易日连续下跌的行情。土耳其里拉反弹令市场得到提振。

截止收盘,道指涨112.22点,或0.45%,报25,299.92点;标普500指数涨18.03点,或0.64%,报2,839.96点;纳指涨51.19点,或0.65%,报7,870.89点。

宏观基本面:

美国劳工部宣布,美国7月进口价格指数环比持平,符合市场预期。6月份的进口价格指数环比下降0.4%。

7月美国进口价格指数的年化同比涨幅攀升至4.8%,创2012年2月以来新高。扣除燃料价格不计,7月份的进口价格指数环比下降0.3%,同比增长1.3%。

焦点股关注:

家得宝(HD)收跌0.54%。此前该公司宣布第二季度业绩超出分析师平均预期。

特斯拉(TSLA)收跌2.46%。周一晚间,该公司CEO埃隆-马斯克(Elon Musk)在推特上表示,他正在与高盛以及私募股权机构Silver Lake合作,共商将这家电动汽车公司私有化的计划。

   

港股

北京时间8月14日,恒生指数周二早盘小幅高开,随即反身向下,指数震荡走低,午后略有回升。恒指全天盘中最低见27522点,最高报27946点。

截至收盘,恒指跌0.66%,报27752点;国企指数跌0.21%,报10744点;红筹指数跌0.87%,报4155点;大市全天成交1024亿港元。

沪港通资金流向方面,沪股通净流出2.5亿,港股通(沪)净流出为3.33亿。

深港通资金流向方面,深股通净流出7.13亿,港股通(深)净流出为0.11亿。

焦点股关注:
 
港股科技股集体暴跌,科技板块市值蒸发1660亿

近来港股市场波动较大,8月13日教育股集体暴跌,多只股票跌幅超20%,14日稍有起色。然而科技股又集体迎来迎来了大跌,整体来看,港股科技板块市值一日蒸发1893.97亿港元(约人民币1659.63亿元)。具体来看:

舜宇光学科技(2382)14日暴跌24.11%,市值一日蒸发320.32亿港元;

金山软件(3888)大跌18.84%,市值一日蒸发42.04亿港元;

阅文集团(0772)大跌17.01%,市值一日蒸发103.33亿港元;

腾讯控股(0700)下跌3.43%,市值一日蒸发1180.76亿港元;

此外,中国港桥(2323)、映客(3700)、辰罡科技(8131)、圆美光电(8311)等多股跌幅均超过10%。

值得注意的是,本轮港股科技股的暴跌,更多是来自公司自身业绩的萎靡。其实,在内外政策环境多变故下,上市公司业绩成了唯一支撑股价的因素,特别是经历2017年牛市后的港股市场,多只大盘股已处高位。当这些公司业绩稍显逊色或不及预期,在股市的价格上就会有很明显的体现。

 

中国A股

北京时间8月14日,周二两市小幅低开后,早盘在燃气水务板块带动下,沪指一度翻红,随后出现一波跳水,保持在低位震荡,临近收盘,粤港澳大湾区崛起,各大指数快速反弹,跌幅有所缩小,全天维持横盘整理走势,两市合计成交仅有2684亿元,成交量创半年新低。

截止收盘,沪指报2780.96点,跌0.18%,深成指报8784.90点,跌0.68%。

从盘面上,采掘服务、粤港澳大湾区、燃气水务居板块涨幅榜前列,钢铁、集成电路、芯片概念居板块跌幅榜前列。

热点板块:

采掘服务板块再度走强,板块个股全线飘红,中海油服领涨、海油工程、中曼石油、通源石油、中油工程、贝肯能源、潜能恒信、中矿资源等个股均有不同表现。

粤港澳大湾区崛起,领涨两市,深天地A涨停,嘉城国际、深赤湾A、深物业A、恒基达鑫、珠海港、沙河股份、广州港、世荣兆业等个股均有不俗表现。

A股“入富”评估倒计时 MSCI引水迎第二季

来源:东方财富网,新浪财经,同花顺,21世纪经济报道,彭博,华尔街见闻,辉立证券

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