【談股藺經】藺常念 2021-03-04 科技股領跌

科技股領跌。

美國科技股星期三大跌，拖累到星期四港股開市大幅下挫。恆生指數開市跌355點，國企指數跌180點，科技指數跌216點。騰訊跌2.9%，令指數跌95點。美團跌3.4%，令指數跌57點。港交所跌2.4%，令指數跌35點。藥明生物跌3.3%，令指數跌28點。小米跌2.26%，令指數跌24點。舜宇跌3.7%，為跌幅最大藍籌股。A股開市跌0.85%，上證綜合指數跌30點。開市後跌幅擴大，恆生指數跌超過700點。中芯國際逆市上升3.6%，市場傳美國將放寬對中芯制裁，紓緩環球芯片短缺。但華虹半導體則跌6.6%。美團旗下公司被罰款，涉及不公平競爭，股價跌7.4%，為跌幅最大藍籌股，拖累指數跌125點。騰訊跌3.9%，令指數跌125點。藥明生物跌9.3%，令指數跌81點。中國移動升1.15%，令指數升10點。中銀香港升3.2%，為升幅最大藍籌股。軟件服務股大幅下挫，赤子城跌11%，移卡跌7%，中國有贊跌6.5%，微盟跌7.6%，心動跌8.5%，快手跌6%。汽車股下跌，吉利跌4.6%，比亞迪跌5.3%，長城跌6%。A股收市跌1.58%，上證綜合指數跌56點。恆生指數收市跌762點，國企指數跌328點，科技指數跌496點，成交1182億元。

下午早段港股變化不大，恆生指數跌6百多點。騰訊跌4.4%，令指數跌148點。美團跌7.1%，令指數跌121點。藥明生物跌11%，令指數跌96點。港交所跌3.8%，令指數跌56點。舜宇光學跌6.12%，赤子城發盈警，股價急跌20%。移卡跌9.6%，中國有贊跌8.7%，微盟跌12%。鋼鐵股再升，鞍鋼升2.4%，重慶鋼鐵升12%，馬鋼升1.8%。但有色金屬股大跌，新疆新鑫急挫30%，江西銅跌6.9%，洛陽鉬業跌7%，五礦資源跌5%。國家減新能源發電補貼，新能源股大跌。保利協鑫跌10%，信義光能跌12.5%，龍源電力跌12.6%，福萊特玻璃跌11.5%。汽車股下跌，吉利跌4.8%，比亞迪跌6.85%。A股收市跌2%，上證綜合指數跌73點。恆生指數收市跌643點，國企指數跌341點，科技指數跌546點，成交2243億元。

Technology stocks led the market’s fall.

US technology stocks fell sharply on Wednesday. The Hong Kong followed US markets to open sharply lower. Hang Seng index opened down 355 points, H share index down 180 points and technology index down 216 points. Tencent lost 2.9% for 95-point loss. Meituan lost 3.4% for 57-point loss. HK Exchanges lost 2.4% for 35-point loss. Wuxi Biologics lost 3.3% for 28-point loss. Xiaomi lost 2.26% for 24-point loss. Sunny Optical lost 3.7% to become the top loser at opening. A shares opened down 0.85%. Shanghai composite index opened down 30 points. The market fell further after opening as selling continued. Hang Seng index lost more than 700 points. SMIC rose 3.6% against the market. News came out that US might relaxed some of the trade restriction on SMIC to ease global chip shortage. Meituan was fined by the Government for breach of anti-monopoly practices. Share price fell 7.4% for 125-point loss. Tencent lost 3.9% for 125-point loss. Wuxi Biologics lost 9.5% for 81-point loss. On the other hand, China Mobile rose 1.15% for 10-point gain. BOCHK rose 3.2% to lead the gainers. SAAS shares fell sharply. Newborn Town lost 11%. Yeahka lost 7%. China Youzan lost 6.5%. Weimob lost 7.6%. XD lost 8.5%. A shares closed down 1.58%. Shanghai composite index closed the morning down 56 points. Hang Seng index closed down 762 points, H share index down 328 points, and technology index down 496 points. Turnover was $ 118.2 billion.


The market was little changed in early afternoon. Hang Seng index lost more than 700 points. Technology stocks led the sell-off. Tencent lost 4.4% for 148-point loss. Meituan lost 7.1% for 121-point loss. Wuxi Biologics lost 11% for 96-point loss. HK Exchanges lost 3.8% for 56-point loss. Sunny Optical lost 6.12%. Anta Sports lost 5.6%. Newborn Town issued profit warning. Share price crashed 20%. Yeahka lost 9.6%. China Youzan lost 8.7%. Weimob lost 12%. Steelmakers rose against the market. Chungqing Iron rose 12%. Maanshan rose 1.8%. However, non-ferrous metal shares fell sharply. Xinxin Mining lost 30%. Jiangxi Copper lost 6.9%. Luoyang Moly lost 7%. MMG lost 5%. The State would reduce the subsidy for new energy electricity. New energy stocks fell sharply. GCL lost 10%. Xinyi Solar lost 12.5%. Longyuan Power lost 12.6%. Flat Glass lost 11.5%. Auto stocks fell. Geely lost 4.8%. BYD lost 6.85%. A shares closed down 2%. Shanghai composite index closed down 73 points. Hang Seng index closed down 643 points, H share index down 341 points and technology index down 546 points. Turnover was $224.3 billion.