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《市評》港股回落 寧德挫半成 光通信板塊炒高
受科網股走弱拖累,港股今日回落。美國總統特朗普宣布延長美國與伊朗間停火協議,稱因德黑蘭政府嚴重分裂,有必要延長停火協議,而美國和伊朗之間和平談判陷入僵局,伊朗官員拒絕出席。美股道指及納指隔晚均跌0.6%,撰文之時,美國2年期債券孳息跌至3.773%,美國10年期債券孳息跌至4.288%,美匯指數跌至98.31。道指期貨最新升191點或0.4%,納指期貨最新升...
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《市評》港股回落 寧德挫半成 光通信板塊炒高
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受科網股走弱拖累,港股今日回落。美國總統特朗普宣布延長美國與伊朗間停火協議,稱因德黑蘭政府嚴重分裂,有必要延長停火協議,而美國和伊朗之間和平談判陷入僵局,伊朗官員拒絕出席。美股道指及納指隔晚均跌0.6%,撰文之時,美國2年期債券孳息跌至3.773%,美國10年期債券孳息跌至4.288%,美匯指數跌至98.31。道指期貨最新升191點或0.4%,納指期貨最新升160點或0.6%。上證綜指全日升21點或0.52%或收4,106點,深證成指升1.3%報15,177點,內地創業板指數升1.7%創2015年12月以來新高,滬深兩市成交額共2.56萬億人民幣。

恒指低開183點後跌幅擴大,曾跌414點一度低見26,073點,全日收26,163點,跌324點或1.2%;國指收8,801點,跌141點或1.6%;恒生科技指數收4,963點,跌97點或1.9%。大市全日成交總額2,283.03億元。北水交易總成交額989.76億元,而南向資金今日淨流入48.9億元(上交易日淨流入37.38億元)。

昨日掛牌的內地AI印刷電路板(PCB)龍頭股勝宏科技H股(02476.HK)  -14.200 (-4.216%)   今日收336.8元,升6.9%,全日成交額33.8億元。

【科網股走疲 寧德挫半成】

科網股走弱,網易(09999.HK)  -5.600 (-3.153%)    Short selling $71.03M; Ratio 8.859%   全日股價跌2.9%,阿里巴巴(09988.HK)  +0.300 (+0.228%)    Short selling $1.28B; Ratio 13.964%   走低3.5%收131.5元,騰訊(00700.HK)  -7.000 (-1.389%)    Short selling $1.12B; Ratio 9.546%   跌2.9%、快手(01024.HK)  -0.920 (-2.029%)    Short selling $551.60M; Ratio 32.234%   跌2.2%、美團(03690.HK)  -1.250 (-1.484%)    Short selling $928.06M; Ratio 35.364%   跌2.5%,京東(09618.HK)  -1.200 (-0.998%)    Short selling $105.16M; Ratio 11.040%   及百度(09888.HK)  -0.900 (-0.743%)    Short selling $130.64M; Ratio 16.938%   跌2.3%及2.8%,嗶哩嗶哩(09626.HK)  -2.700 (-1.512%)    Short selling $270.43M; Ratio 22.834%   下滑5.8%。範式智能(06682.HK)  +0.300 (+0.758%)    Short selling $153.97M; Ratio 20.399%   折讓12%配股籌資逾15億元,全日股價挫13.6%。

寧德時代(03750.HK)  -2.000 (-0.286%)    Short selling $613.09M; Ratio 6.430%   據報遭中石化(香港)減持,全日股價收報699元挫5%,成交額95.34億元,為跌幅最大藍籌。摩根大通發表報告指,寧德時代於超級技術日展示其乘用車電池組合的升級性能,寧德時代第三代神行超充電池在超快充能力方面超越比亞迪(01211.HK)  -3.700 (-3.458%)    Short selling $684.55M; Ratio 38.079%   今年3月推出的第二代刀片電池。認為是次技術日增強了對寧德時代技術領導地位的信心,維持其為中國電池板塊的首選股。

【跌股千二隻 長飛光纖彈】

港股今日市寬轉弱,主板股票的升跌比率為19比31(上日27比22),下跌股份1,293隻(跌幅3.2%);恒指成份股今日20隻股份上升,下跌股份70隻,升跌比率22比78(上日65比33);大市今日錄沽空369.05億元,佔可沽空股份成交額1,928.24億元的19.14%。

光通信板塊炒高,長飛光纖光纜(06869.HK)  -9.400 (-3.803%)    Short selling $317.80M; Ratio 4.767%   股價炒上17.2%收247.2元,成交額66.67億元,劍橋科技(06166.HK)  -8.800 (-5.782%)   全日股價飆升21%收152.2元,成交額30.58億元。此外,中興通訊(00763.HK)  -0.640 (-2.534%)    Short selling $57.07M; Ratio 5.800%   揚6.5%。個人電腦及伺服器生產商聯想集團(00992.HK)  -0.060 (-0.516%)    Short selling $541.83M; Ratio 28.448%   升5.7%,為升幅最大藍籌。

山西證券發表報告表示,外電近日報道,Lumentum(LITE.US)      來自美國超大規模數據中心客戶的光器件需求正在加速,並且訂單已經排滿至2028年,中際旭創(300308.SZ)  -4.520 (-0.510%)   的INP晶圓廠產能依然緊張,全部用於滿足激增的客戶需求。該行認為,隨著市場對中東局勢震盪逐漸「脫敏」,光通信成為這一輪AI投資爆發中受益確定性最高、切遠期空間宏大的賽道,可能表現出顯著超出大市的超額受益。(wl/u)
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-22 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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