港股午評：恆指漲0.21%，科技股走勢分化，內房股止跌反彈
港格隆匯12月15日丨港股上午盤三大指數漲跌不一，恆指漲0.21%，國指跌0.09%，恆生科技指數跌0.54%。南下資金半日淨流入30.03億港元，大市半日成交額為556億港元。
盤面上，大型科技股走勢分化，阿里巴巴漲超3%表現較佳，京東、百度跌超1%；電力板塊持續活躍，華潤電力再創歷史新高，中國電力等皆上揚，港口航運股、光伏股、煤炭股、濠賭股普遍上漲，連續下跌的內房股與物管股反彈。 另一方面，生物醫藥股多數下跌，百濟神州等多隻個股跌超5%，家電股、半導體股、餐飲股走低明顯。
電力股集體拉昇，券商稱供需環境好轉，火電有望在2022年重新恢復盈利能力。中信證券研報指出，供需環境好轉可期，火電在2022年走出至暗時刻重新恢復盈利能力；系統成本上升推動以及電力市場機制完善，預計國內用電價格有望逆轉前期的降價趨勢而進入上漲週期；新能源運營商有望通過充分攫取產業鏈技術紅利的形式以降低成本和擴張ROE。風電已經率先出現平價新項目回報遠超歷史平均回報的情況，高成長+ROE擴張使得新能源運營當前處於黃金投資週期。
內房股企穩，中國奧園和富力地產漲超3%。此前持續多日下跌的內房股今日出現止跌企穩跡象。其中，中國奧園和富力地產漲超3%，時代中國控股漲3%，新城發展、融信中國、保利置業集團和華潤置地漲超2%，萬科企業、綠景中國、寶龍地產、禹洲地產等漲超1%。
阿里巴巴(9988.HK)漲3.37%。隔夜中概股普跌，但阿里巴巴(BABA.US)逆勢收漲3.55%報126.58美元，折算成港股市場價格為123.65港元/股。
北京汽車(1958.HK)續升8%創5個月新高，2日漲幅近15%。北汽集團13日宣佈，為加強雙方長期戰略合作，已經通過繼續投資在2019年持有戴姆勒股份公司9.98%股份。通過此次增持，北汽也是超越吉利成為戴姆勒第一大股東。雙方充分認可過去長期合作的成功，並重視未來的發展。
特步(1368.HK)六日累漲近30%，南下資金昨日淨買入7667萬港元。天風證券昨日發研報，預計特步21Q4全渠道終端流水環比Q3提速，10-12月以來保持20%以上增長且趨勢向上；相較眾多國內外品牌特步表現亮眼，在專業運動帶動品牌升級下，鞏固跑鞋領域優勢中長期構建多維品牌矩陣。天風證券維持其買入評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
