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《市評》港股續跌 北水淨流入逾85億 車股及藥股受壓
受科網、汽車及醫藥股走弱拖累,港股今日持續向下。美國總統特朗普延長美國對伊朗的停火協議,加上企業業績佳,美股道指及納指隔晚各升0.7%及1.6%,撰文之時,美國2年期債券孳息升至3.821%,美國10年期債券孳息升至4.327%,美匯指數升至98.64。道指期貨最新跌305點或0.6%,納指期貨最新跌160點或0.6%。上證綜指全日跌13點或0.32%或收4...
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《市評》港股續跌 北水淨流入逾85億 車股及藥股受壓
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受科網、汽車及醫藥股走弱拖累,港股今日持續向下。美國總統特朗普延長美國對伊朗的停火協議,加上企業業績佳,美股道指及納指隔晚各升0.7%及1.6%,撰文之時,美國2年期債券孳息升至3.821%,美國10年期債券孳息升至4.327%,美匯指數升至98.64。道指期貨最新跌305點或0.6%,納指期貨最新跌160點或0.6%。上證綜指全日跌13點或0.32%或收4,093點,深證成指跌133點或0.9%報15,043點,內地創業板指數跌0.9%,滬深兩市成交額共2.8萬億人民幣。

恒指低開64點後跌幅擴大,曾跌322點一度低見25,840點,全日收25,915點,跌248點或0.95%;國指收8,732點,跌69點或0.8%;恒生科技指數收4,865點,跌98點或2%。大市全日成交總額2,553.79億元。北水交易總成交額1,105.45億元,而南向資金今日淨流入85.98億元(上交易日淨流入48.9億元)。

中資醫藥股受壓,信達生物(01801.HK)  -5.200 (-5.896%)    Short selling $304.54M; Ratio 35.928%   跌5.9%,中生製藥(01177.HK)  -0.240 (-4.117%)    Short selling $159.87M; Ratio 63.766%   下滑4.1%,康方生物(09926.HK)  -18.900 (-12.659%)    Short selling $354.10M; Ratio 17.665%   挫12.7%,三生製藥(01530.HK)  -2.360 (-9.633%)    Short selling $469.92M; Ratio 38.810%   下滑9.6%。

【石油股造好 醫藥股受壓】

布蘭特期油每桶升穿100美元,中石油(00857.HK)  +0.450 (+4.225%)    Short selling $581.09M; Ratio 98.319%   及中海油(00883.HK)  +0.780 (+2.902%)    Short selling $442.57M; Ratio 33.003%   升4.2%及2.9%,山東墨龍(00568.HK)  +0.820 (+10.136%)   升10.1%。光通信板塊回吐,長飛光纖光纜(06869.HK)  -14.200 (-5.744%)    Short selling $728.41M; Ratio 22.593%   下滑5.9%,劍橋科技(06166.HK)  -7.100 (-4.665%)   下滑4.7%。此外,GE Vernova(GEV.US)      季度訂單急升71%,GE Vernova隔晚股價抽高13.7%,全球電力設備股受捧,哈爾濱電氣(01133.HK)  +1.840 (+8.846%)    Short selling $62.09M; Ratio 24.074%   股價漲8.8%。

新東方(09901.HK)  -1.620 (-3.717%)    Short selling $80.67M; Ratio 79.091%   季度Non-GAAP淨利潤按年升34%,新東方全日股價跌3.7%收41.96元。里昂發表報告,略微上調新東方2026財年第四季及2026財年的營收預測,並預期2026財年與2027財年將分別實現14.7%及12.1%的穩健按年增長,因管理層預期K9業務將維持20%以上的強勁按年增長,而海外業務亦將趨於穩定。此外,該行認為下個季度及明年有充足的利潤率擴張空間,特別是考慮到海外業務的重組,以及借助人工智能可能帶來的裁員成本節約。

【跌股千三隻 汽車股造淡】

港股今日市寬轉弱,主板股票的升跌比率為17比33(上日19比13),下跌股份1,379隻(跌幅2.6%);恒指成份股今日25隻股份上升,下跌股份63隻,升跌比率27比70(上日22比78);大市今日錄沽空493.28億元,佔可沽空股份成交額1,079.53億元的45.694%。

中資汽車股向下。吉利(00175.HK)  -1.240 (-4.980%)    Short selling $323.74M; Ratio 21.049%   跌近5%、零跑(09863.HK)  -4.190 (-7.989%)    Short selling $329.45M; Ratio 53.196%   及小鵬(09868.HK)  -4.250 (-6.405%)    Short selling $797.34M; Ratio 82.941%   各下滑8%及6.4%,比亞迪(01211.HK)  -3.500 (-3.271%)    Short selling $1.38B; Ratio 73.851%   及奇瑞(09973.HK)  -1.600 (-4.779%)    Short selling $12.56M; Ratio 11.648%   跌3.3%及4.8%,小米(01810.HK)  -0.620 (-1.950%)    Short selling $1.68B; Ratio 66.240%   跌2%。智駕股小馬智行(02026.HK)  -4.300 (-4.853%)    Short selling $7.53M; Ratio 45.532%   跌4.9%。機械人股越疆(02432.HK)  -1.940 (-5.706%)    Short selling $8.48M; Ratio 17.980%   跌5.7%。

據《韓聯社》報道,南韓現代汽車集團在中國市場推動品牌轉型,將在明日開幕的北京車展上公佈品牌轉型規劃,公開電動化品牌IONIQ的首款中國量產車型。本月初,現代汽車在華全球首發IONIQ品牌的兩款概念車——「VENUS CONCEPT(金星)」和「EARTH CONCEPT(地球)」。此次首秀的量產車型配備與北京初速度科技(Momenta)攜手開發的高級駕駛輔助系統(ADAS),體現現代汽車在中國市場的本土化戰略佈局。現代汽車明年還將在中國推出增程式電動汽車(EREV),並構建結合本土定制服務和充電基礎設施的「IONIQ生態系統」,以實現品牌差異化。現代汽車今年1月與寧德時代(03750.HK)  +3.500 (+0.501%)    Short selling $642.28M; Ratio 56.999%   、中石化、悅達集團等企業就合作方案進行了協商,並明確了中長期發展戰略。(wl/a)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-23 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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