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港股收評:恆指跌0.4%連續7日下跌,科技股集體下挫

7月7日,港股三大指數再度收跌,恆指已連續7日下跌,跌0.4%報27960.62點,國指跌1.17%報10149.84點,恆生科技指數跌0.56%報7603.77點。今日大市成交額爲1565億港元,南下資金淨買入17.80億港元。

盤面上,大型科技股全線下跌,快手跌超3%創上市新低價,京東、百度跌超2%,阿裏巴巴、騰訊、美團、網易均跌超1%;石油股、銀行股、保險股等權重走低令大市承壓,三桶油均跌超1%;港口航運股與體育用品股再度強勢,特步大漲9%再創新高;光伏股、特斯拉概念股、醫藥股現普漲行情;朝聚眼科首日上市大幅收漲33%,小鵬汽車首掛平收。

隔夜美股中概股集體重挫,拖累港股大型科技股下跌。嗶哩嗶哩重挫逾5%,快手跌超3%,百度、京東跌超2%,騰訊、阿裏、美團跌超1%。

消息面上,7月6日晚,中共中央辦公廳、國務院辦公廳印發《關於依法從嚴打擊證券違法活動的意見》指出,要要進一步加強跨境監管執法司法協作,加強中概股監管。

石油股走弱,大昌微線集團跌超7%,中能控股跌超5%,中油港燃、延長石油國際跌、域高國際控股、長盈集團跌超4%,中海油跌超2%。中石油跌超1%。

隔夜國際原油期貨大幅收跌。 WTI 8月原油期貨收跌2.38%,報73.37美元/桶。 布倫特9月原油期貨收跌3.41%,報74.53美元/桶。

銀行板塊全線下跌。貴州銀行跌超3%,渣打銀行跌超2%,交通銀行、甘肅銀行、恆生銀行、匯豐控股、哈爾濱銀行跌超1%。

消息面上,隔夜十年期美國國債大幅走低,跌穿1.4釐大關,最多跌774BP低見1.3464釐,爲2月24日後最低,收報1.3481釐,仍跌5.3%。而30年期美國國債則跌穿兩釐大關,收報1.9739釐。

電訊設備股萎靡。圓美光電跌超13%,阿爾法企業跌8%,鴻騰精密、酷派集團跌超6%,中興通訊、京信通信跌超2%。

港口航運股逆勢大漲。鴻海控股集團漲超12%,中遠海控漲近10%,永豐集團控股、中遠海發漲超6%;中國通商集團漲超5%,太平洋國際、象興國際、東方海外國際漲超4%。

上半年海運市場持續景氣,淡季不淡,在整體“缺箱少櫃,一艙難求”背景下,只有旺季和超級旺季。業內普遍認爲,此輪航運高景氣至少能持續到年底。

醫藥龍頭股今日反彈。金斯瑞生物科技漲超10%,藥明康德漲超7%,藥明生物漲超6%,康龍化成漲近5%,昭衍新藥漲超3%,泰格醫藥漲超2%,維亞生物、方達控股漲超1%。

一份網傳文件刺激光伏太陽能股午後集體拉昇。福萊特玻璃漲超12%,新特能源漲超8%,水發興業能源漲超7%,洛陽玻璃漲近7%,卡姆丹克太陽能漲超6%,信義光能和福耀玻璃漲超5%

南向資金方面,南向資金淨流入17.80億港元,其中港股通(滬)淨賣出5.30億港元,港股通(深)淨買入23.10億港元。

 

港股通交易方面,中鋁國際漲超14%,福萊特玻璃、匯量科技漲超12%,金斯瑞生物、呷哺呷哺、廣汽集團漲10%,特步國際大漲9%再創新高。

個股方面,小鵬汽車今日港交所掛牌上市,成爲首個迴歸港股的造車新勢力。IPO定價爲165港元/股,盤中一度漲2.2%報168.5港元,最終收平報165港元,市值2791億港元。小鵬汽車副董事長兼總裁顧宏地表示,對能於香港上市感到高興,認爲能更貼近香港投資者,預期公司能借着滬港通,更進一步接觸內地投資者。對小鵬汽車下半年銷售有信心,未來會考慮回A上市。

朝聚眼科首日上市盤中一度漲53.77%報16.3港元,最終收漲33.02%報14.1港元,市值97億港元;全天成交21.22億港元,換手率24.11%。朝聚眼科招股書顯示,2018-2020年營收分別爲6.33億元、7.15億元、7.94億元;同期利潤分別爲2920萬元、7080萬元、1.2億元。

港交所今日大漲5.32%,報491港元/股,爲5月25日以來盤中最大漲幅,市值超6200億港元。消息面上,中辦國辦聯合印發《關於依法從嚴打擊證券違法活動的意見》指出,要進一步加強跨境監管執法司法協作,加強中概股監管。分析人士認爲,這或許會促使部分計劃赴美上市的公司轉向香港上市。

展望後市,光大證券認爲,從經濟趨勢來看,今年下半年,港股市場盈利仍然將保持較大幅度的同比正增長,但由於基數效應,下半年港股盈利同比增速會較上半年有所回落。在盈利同比增速爲正時,港股市場的表現更多取決於盈利的環比表現。

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