港股收評:半導體板塊延續強勢、京東首日上市收漲超3%
6月18日,港股三大指數探底回升,盤中均跌超1%。截止收盤,恆指收跌0.07%,報24464.94點,國指漲0.07%,報9916.45點。南下資金大幅流入35.04億港元,大市成交額為1216.08億港元。

來源於:Wind
從盤面上,半導體延續昨日強勢,中芯國際大漲近7%逼近歷史新高;鋼鐵股爆發,重慶鋼鐵大漲9%;汽車股普漲,吉利擬回A,收漲近6%;餐飲股、醫療設備、石油股跌幅明顯;京東首日上市漲3.54%;中興通訊飆漲22%,正在技術導入5nm芯片。

來源於:Wind

來源於:Wind
具體板塊方面,半導體板塊飄紅,其中,太睿國際控股漲超16%,上海復旦、華虹半導體漲超7%。中芯國際、晶門科技、中電華大科技等跟漲。
值得注意的是,繼4天“閃電”回覆問詢函後,中芯國際又刷新了科創板的上會用時記錄。從6月1日科創板IPO申請獲受理到明日上會,中芯國際僅用時19天時間。

來源於:Wind
汽車股強勢上漲,潤東汽車漲超10%,吉利汽車大漲超5%,比亞迪股份、美東汽車、廣汽集團等均有上漲。
從消息面上看,吉利汽車計劃在上海科創板上市,考慮到公司增加融資平台,享受A股板塊更高估值中樞。此外,5月汽車銷量219.4萬輛,同比增長14.5%,中汽協看好今年後續車市的反彈。

來源於:Wind
傢俱板塊尾盤擴大漲幅,其中,無縫綠色漲45.45%,敏華控股、好孩子國際等個股漲逾4%。
山西證券指出,據國家統計局數據顯示,2020年5月,傢俱類零售額為134億元,同比上漲3.00%,增速環比4月份上升8.40pct,相對去年同期回落3.10pct。而隨着我國新冠肺炎疫情防控和經濟社會發展工作的持續推進,由於疫情原因前期被壓抑的傢俱購置需求陸續釋放出來,看好Q2及下半年家居行業將迎來消費回補和業績反彈。

來源於:Wind
鋼鐵股有所拉昇,西王特鋼領漲板塊,重慶鋼鐵股份漲超9%,馬鞍山鋼鐵股份、中國東方集團、鞍鋼股份等跟漲。

來源於:Wind
黃金股有所上揚,其中,金山能源、紫金礦業漲超5%,天時軟件、中國黃金國際、招金礦業等跟漲。

來源於:Wind
餐飲股跌勢明顯,高門集團跌超10%,九毛九、國際天食、翠華控股、味千、海底撈等紛紛跟跌。

來源於:Wind
醫療設備跌幅靠前,密迪斯肌跌超7%,春立醫療、威高股份、啟明醫療-B均跌超3%。

來源於:Wind
個股方面,恆指成分股表現分化,其中,吉利汽車以5.88%領漲成分股,公司計劃在上海科創板上市,石藥集團、中國神華、九龍倉置業等漲幅靠前;而匯豐控股、中國海洋石油、中信股份等表現較弱。

來源於:Wind

來源於:Wind
與此同時,吉利汽車、比亞迪股份、石藥集團、中國神華走強國指,而新奧能源、中信股份、中國海洋石油等跌幅靠前。

來源於:Wind

來源於:Wind
此外,值得注意的是,京東集團-SW(9618.HK)首日上市高開5.75%,最終收漲3.54%,報234.00港元,成交70億港元,換手率為22.40%,最新總市值7231億港元,位居港股市場第15位,在互聯網行業中排第4,僅次於阿里、騰訊和美團點評。
此次公司發行1.33億股,每股定價226港元,募集資金淨額約297.71億港元,超越網易成為今年以來港交所最大規模的新股發行。

來源於:Wind
港股通方面,截至收市,南向合計淨流入35.04億元,其中港股通(滬)淨流入18.87億元,港股通(深)淨流入16.17億元。

來源於:東方財富
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