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《市評》港股回吐 北水轉淨流入170億 商湯股價跌
市場觀望美伊戰爭談判進展,港股連升三日後回落。特朗普稱以色列與黎巴嫩同意停火10日,並指伊朗同意移交濃縮鈾,美伊非常接近達成協議。美股道指及納指隔晚各升0.2%及升0.4%,撰文之時,美國2年期債券孳息跌至3.769%,美國10年期債券孳息跌至4.299%,美匯指數跌至98.11。道指期貨最新升157點或0.3%,納指期貨最新升28點或0.1%。上證綜指全日...
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《市評》港股回吐 北水轉淨流入170億 商湯股價跌
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市場觀望美伊戰爭談判進展,港股連升三日後回落。特朗普稱以色列與黎巴嫩同意停火10日,並指伊朗同意移交濃縮鈾,美伊非常接近達成協議。美股道指及納指隔晚各升0.2%及升0.4%,撰文之時,美國2年期債券孳息跌至3.769%,美國10年期債券孳息跌至4.299%,美匯指數跌至98.11。道指期貨最新升157點或0.3%,納指期貨最新升28點或0.1%。上證綜指全日跌4點或0.1%或收4,051點,深證成指升0.6%,內地創業板指數升1.4%,滬深兩市成交額共2.42萬億人民幣。內地激光器芯片供應商源傑科技(688498.SH)  +132.000 (+10.053%)   今日股價彈高一成收報1,445元人民幣,每股股價高於長期「霸主」貴州茅台(600519.SH)  -55.600 (-3.801%)   ,奪得A股股價第一寶座,而源傑科技上月曾公布正在推進H股上市的相關工作,但具體細節尚未最終確定。

恒指低開183點後跌幅擴大,曾跌378點一度低見26,015點,全日跌233點或0.9%,收26,160點;國指跌60點或0.7%,收8,845點;恒生科指跌49點或1%,收5,042點。大市全日成交總額2,380.42億元。北水交易總成交額1,037.47億元,而南向資金今日淨流入170.1億元(上交易日淨流入42.91億元)。新股方面,長光辰芯(03277.HK)  +30.120 (+75.527%)   首日掛牌收70元,較上市價39.88元高75.5%,成交20.1億元;「杭州六小龍」之一Manycore Tech(群核科技)(00068.HK)  +10.980 (+144.094%)   首日掛牌收18.6元,較上市價7.62元高144.1%,成交25.9億元。

恒指本周累升266點或1%、國指本周累升189.98點或2.2%、恒生科指本周累升182點或3.8%。而南向資金本周淨流入257.53億元(上周錄淨流出117.96億元),市場憧憬美伊進行談判或可達成終止戰爭的協議。

【兩新股受捧 科網股回吐】

阿里通義開源Qwen3.6-35B-A3B模型,阿里(09988.HK)  +0.600 (+0.442%)    Short selling $1.72B; Ratio 15.118%   升0.4%。京東(09618.HK)  -1.200 (-0.969%)    Short selling $291.99M; Ratio 27.165%   及美團(03690.HK)  -2.250 (-2.535%)    Short selling $1.17B; Ratio 29.135%   跌1%及2.5%。騰訊(00700.HK)  -6.500 (-1.257%)    Short selling $1.23B; Ratio 17.483%   、百度(09888.HK)  -1.400 (-1.135%)    Short selling $262.15M; Ratio 29.017%   及快手(01024.HK)  -0.600 (-1.275%)    Short selling $208.30M; Ratio 16.354%   跌1.1%至1.3%,網易(09999.HK)  -4.300 (-2.304%)    Short selling $144.02M; Ratio 19.662%   及嗶哩嗶哩(09626.HK)  -4.200 (-2.108%)    Short selling $52.14M; Ratio 12.264%   跌2.3%及2.1%。京東健康(06618.HK)  -1.520 (-3.041%)    Short selling $51.69M; Ratio 17.429%   跌3%,新東方(09901.HK)  +1.360 (+3.025%)    Short selling $76.80M; Ratio 41.048%   升3%。

國家市監總局今天(17日)依法對7家電商平台「幽靈外賣」系列案作出行政處罰決定,責令7家電商平台改正違法行為,暫停新增蛋糕店舖3至9個月不等,並處以罰沒款共計35.97億元人民幣。同時,對7家平台企業法定代表人和食品安全總監合計處以罰款1,968.74萬元人民幣。上述7家電商平台分別為上海尋夢資訊技術有限公司(拼多多(PDD.US)      )、北京三快科技有限公司(美團)、北京京東360度電子商務有限公司(京東)、上海拉扎斯資訊科技有限公司(原餓了麼,現淘寶閃購)、北京抖音科技有限公司(抖音)、浙江淘寶網絡有限公司(淘寶)、浙江天貓網絡有限公司(天貓)。

【跌股千二隻 商湯股價跌】

港股今日市寬轉弱,主板股票的升跌比率為19比31(上日32比19),下跌股份1,295隻(跌幅2.3%);恒指成份股今日16隻股份上升,下跌股份72隻,升跌比率18比80(上日68比29);大市今日錄沽空490.89億元,佔可沽空股份成交額2,015.16億元的24.36%。

金融股方面,滙控(00005.HK)  -0.800 (-0.562%)    Short selling $319.48M; Ratio 22.599%   及港交所(00388.HK)  -2.600 (-0.632%)    Short selling $230.00M; Ratio 18.236%   跌0.6%,友邦(01299.HK)  -2.650 (-3.145%)    Short selling $517.28M; Ratio 17.656%   跌3.1%。內險股人保(01339.HK)  -0.200 (-3.656%)    Short selling $31.35M; Ratio 11.566%   、中國平安(02318.HK)  -2.050 (-3.272%)    Short selling $574.99M; Ratio 14.063%   及太保(02601.HK)  -1.160 (-3.402%)    Short selling $78.96M; Ratio 14.128%   跌3.3%至3.7%。此外,商湯(00020.HK)  -0.080 (-3.828%)    Short selling $447.68M; Ratio 44.346%   折讓約8.6%配股淨籌32.3億元,全日股價跌3.8%收2.01元。(wl/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-17 16:25.) (A Shares quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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