港股收評:恆指收跌0.31%,光伏概念全面回撤
今日恆指高開低走,午後持續下行。截至收盤,恆指跌0.31%報24119點,近5日累計上漲2.81%;科技指數跌0.1%報7503點,近5日累計漲幅5.86%,是8月底以來表現最好的一週。大市成交額1125億港元。

數據來源:Wind
盤面上,前期強勢的熱點題材股均熄火,光伏、風電板塊全線回落,信義光能、福萊特玻璃均大跌超10%,昨日曾齊創新高;消費電子、餐飲股、電池股等全天走低,航空股尾盤跌幅擴大,東航一度大跌5%;醫療保健設備股、煤炭股、SaaS概念股、黃金股表現較強,傳媒、汽車製造板塊午後走強。
具體來看:
黃金週期間大幅走高的港股光伏股今日全線回調,卡姆丹克太陽能、信義光能跌超10%,保利協鑫、北控清潔、陽光能源等跟跌。近期光伏股的飆升,主要由於產業需求回暖致產品漲價,以及市場對十四五規劃的政策憧憬。經過近期的持續走高後,短期內或已積聚了一定的獲利盤,調整概率加大。

消費電子板塊跌幅居前,TCL電子大跌17.24%,此前3日累計漲36%,中木國際、創維集團、信佳國際等跟跌。

餐飲股走弱,高門集團跌超20%,百福控股、海底撈、千盛集團等跟跌。

香港航空股低開低走,午後跌幅擴大,東航一度跌近5%,最後收跌3.14%,南航、美蘭空港、中國國航紛紛走低。

今日醫療保健設備走強,微創醫療漲5.67%,愛康醫療、官醖控股、威高股份等跟漲。

煤炭股漲幅居前,兗州煤業、伊泰煤炭漲超4%,中國神華、易大宗、中煤能源跟漲。

內蒙古自治區價格監測中心顯示,三季度以來,內蒙古全區動力煤坑口結算價格持續上漲,9月份動力煤價格攀升至235元/噸左右,同比上漲9.36%,接近三年來的最高值。業內人士分析指出,目前煤炭價格已經接近三年來最高值,在進口煤和市場調節機制的影響下,價格上漲空間恐有限。
網易今日高開高走,收漲3.21%,報138.2港元,總市值4775億港元。大和發最新研報指,網易將於11月公佈第三季度業績,預計第三季手機遊戲收入同比升29.4%至106億元人民幣,推出的新遊戲業務也將令收入增長,預計總遊戲收入同比升24%至143億元。該行重申其“買入”評級,將目標價由180港元下調至172港元,但較現價仍有24%的上升空間。

恆指成分股中,交通銀行、吉利汽車、恆生銀行漲幅居前;瑞聲科技、舜宇光學科技、金沙中國跌幅居前。


數據來源:Wind
港股通方面,首控集團大漲近37%,中國利郎、浙江世寶、第一拖拉機股份漲幅居前;中國高速傳動大跌22.6%,TCL電子、信義能源、信義光能跌幅居前。


數據來源:Wind
南下資金方面,今日淨流入28.2億港元,滬港通淨流入13.68億港元,深港通淨流入14.52億港元。

數據來源:Wind
招銀國際表示,展望未來一個月,市場有三大焦點:1) 衞生事件會否於歐美等主要地區惡化;2) 美國11月3日的總統大選;3) 中共五中全會於10月26-29日舉行。預期衞生事件及美國選舉將帶來不明朗因素,因此建議暫避最敏感的行業。五中全會則有利受國策支持的板塊如消費股及潔淨能源股。
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