港股午评:恒指跌0.19% 黄金股、手机产业链股大跌
上午港股低开后跳水,恒指一度跌近1%,后探底回升,截至半日收盘,恒指跌0.19%报24842点,国指跌0.63%报10088点,南下资金净流入12.1亿港元,主板成交760亿港元。

航空股、濠赌股、保险股、香港银行股等板块走强。国泰航空涨超9%,汇控涨超3%带动恒指涨约70点。黄金股、半导体股、医疗保健设备股、物管股等板块走低。金银价暴跌致黄金股大跌,紫金矿业跌逾11%,招金矿业跌逾7%。7月国内手机总体出货量同比下降34.8%,比亚迪电子、鸿腾精密等手机产业链股大跌。业绩逊预期,万洲国际跌逾7%,华虹半导体跌逾13%。
板块方面
金价暴跌至1900美元附近 黄金股全线大跌

港股黄金股全线大跌,紫金矿业跌逾11%,招金矿业跌逾7%。国际金银价格暴跌。伦敦金现昨晚一度大跌超6%至1900.97美元,暴跌超120美元,最终收跌5.7%报1911.4美元,创逾7年来最大单日跌幅。伦敦银现则更为惨烈,昨日收跌14.96%报24.77美元,跌幅为雷曼危机以来之最。
手机产业链股普跌 7月国内手机总体出货量同比下降34.8%

手机产业链股普跌,比亚迪电子(0285.HK)跌逾6%领跌,鸿腾精密、高伟电子跌逾5%。个股方面,高伟电子中期纯利同比增33.6倍,但不派中期息;丘钛科技7月摄像头模组销量同比下降7.4%;舜宇7月手机镜头出货量同比升25%。板块上,据中国信通院,2020年7月,国内手机市场总体出货量2230.1万部,同比下降34.8%;国内市场5G手机出货量1391.1万部,占同期手机出货量的62.4%。1-7月,国内手机市场总体出货量累计1.75亿部,同比下降20.4%。
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