港股收評:恆指尾盤轉漲0.19% 海運股全天強勢 煤炭板塊繼續活躍
4月1日,港股恆指、國指尾盤翻紅,最終恆指漲0.19%,報220.9.55點,周漲2.97%;國指漲0.15%,報7537.16點,周漲3.48%;恆生科技指數收跌0.74%,盤中一度跌近4%,報4524.25點,周漲3.31%。

盤面上,大型科技股網易、騰訊尾盤轉漲1.95%及1.23%,百度、阿里巴巴、京東、快手、小米等多數收跌;海運及港口股全天領漲,中遠海控漲近10%表現最佳,煤炭股繼續走強,黃金股、風電股、食品股、建材水泥股、航空股多數上漲;另一方面,教育板塊跌幅最大,重型機械股、餐飲股、生物科技股、汽車股走低明顯,中國重汽大幅收跌11%。
具體來看
港口航運股全天走強,中遠海控漲超9%,海豐國際漲近6%,東方海外國際、太平洋航運漲超4%,中遠海發、中遠海能、中國外運等紛紛跟漲。

煤炭股午後大幅走強,兗礦能源漲超6%,中國神華、首鋼資源漲超3%,中煤能源等紛紛跟漲。

黃金股漲幅靠前,紫金礦業漲超3%,招金礦業、山東黃金漲超2%。

餐飲股跌幅居前,奈雪的茶跌超5%,海底撈跌超3%,百勝中國、海倫司、呷哺呷哺跌超2%。

教育板塊走低,新東方在線跌超8%,新東方、思考樂教育跌超4%,天立教育跌超5%,楓葉教育跌超1%。

個股異動
中遠海控收漲9.81%,報15.00港元,總市值2402.12億港元;中遠海控公佈2022年第一季度業績預增公吿,預計公司2022年第一季度實現歸屬於上市公司股東的淨利潤約為人民幣276億元,同比增加約人民幣121.5億元,同比增長約78.6%;交銀國際隨後發佈研報稱,應該密切關注全球需求變化,因為這決定了運價的走勢。

南向資金方面,上交所、深交所公吿,3月31日(星期四)至4月5日(星期二)不提供港股通服務,4月6日(星期三)起照常開通港股通服務。
展望後市,平安證券研報稱,宏觀經濟增速有望在二季度持續發力,港股現階段更需自下而上擇優選股,宏觀層面我國經濟今年若實現兩會提出的 5.5% 的經濟增速目標,地產、基建以及消費三駕馬車 需同時發力,更需扭轉之前部分行業同比下滑的數據。昨日年報季披露高峯已過,不少公司交出業績較好的2021年年報,同時較可觀的股息率也有望提振公司股價,為市場帶來信心。港股市場仍存在着如央企基建、運營商、龍頭券商以及部分掌握全球領先硬科技實力的科技公司等多個低 估板塊,當前仍可積極增倉與佈局。
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