港股午评：恒指微涨0.05% 半导体板块重挫 中芯国际暴跌19.75%
格隆汇9月7日丨港股市场主要指数涨跌不一，恒指冲高回落，午间收涨0.05%报24708.79点，成交额943.52亿港元；国指跌0.46%报9838.75点，恒生科技指数跌3.34%。南下资金净买入逾30亿。
盘面上，行业板块多数下跌，医疗保健、食品添加剂、电信设备等板块大跌靠前。汽车板块午前加速拉升，长城汽车涨7.9%；教育、黄金贵金属、铜板块涨幅靠前。
半导体板块大跌居前，中芯国际暴跌19.75%。外媒援引美国国防部官员表示，特朗普政府正考虑是否将中国最大的芯片制造商中芯国际列入“贸易黑名单”。美国政府正在评估中芯国际与中国军方的关系。美国国防部发言人称，国防部正与其他机构合作，以确定是否对中芯国际采取行动。若中芯被列入黑名单，意味着美国供应商在出货给中芯前，必须取得特别许可。中芯国际随即发布声明称，任何关于“中芯国际涉军”的报道均为不实新闻，中芯国际愿以诚恳、开放、透明的态度，与美国各相关政府部门沟通交流，以化解可能的歧见和误解。
港股教育板块经过前几交易日回调后迎来反弹，天立教育涨18.21%。根据《深圳证券交易所深港通业务实施办法》的有关规定，天立教育等获加入港股通股票名单，调整自9月7日(今日)起生效。国信证券表示，公司全国扩张初见成效，发展模式值得期待，维持“买入”评级。
航空服务板块大涨，东航、南航涨逾6%。在岸和离岸人民币盘中均升破6.84关口，较今年5月底已升值超4%；原油期货价格近日明显回调，美油已跌至40美元下方。此外，根据飞常准大数据分析，8月份在暑运带动下，中国内地航线航班执行量继续保持稳定，中国内地机场8月日均起降超过28000架次，较7月环比提升12%，8月单日最高已接近2018年的日均起降水平。
广证恒生指，港股上周在业绩期后主要受地缘政治紧张局势，以及美股大幅回调等影响而下挫，但成交额上升以及恒生科技指数整周上升7点好于港股整体。短期走势或较为反复，料恒指在23800-26000点之间波动上落，国企指数则在9900-10600之间位置。港股行业配置：中资保险、新能源、可选消费。
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