港股午評:恆科指衝高回落跌2%,科技股全線下跌
港股主要指數衝高回落,恆指午間收跌1.3%報21791點,國指跌1.46%,盤中一度漲超1%的恆生科技指數跌2.12%,南下資金淨買入6.45億港元。科技股全線下跌,快手、百度、嗶哩嗶哩、金蝶國際跌逾4%,瑞聲科技、京東跌超3%。

行業板塊普遍下跌,風電、光伏板塊大跌靠前,龍源電力跌6%;餐飲板塊跌幅緊隨其後,海底撈跌5%;軟件開發、鞋類、教育、油氣設備等板塊跌幅靠前。

風電、光伏板塊大跌靠前,龍源電力跌6%、大唐新能源跌5%,信義能源、中廣核新能源跌超3%。

餐飲板塊大跌,海底撈跌5.6%,大家樂、海倫司、九毛九跌約4%。

油氣設備與服務股全線下跌,中海油田服務跌4%、中石化油服跌3%,中集安瑞科、中石化冠德跌逾2%。

煤炭板塊衝高回落,兗煤澳大利亞漲2.7%。中信證券研報指,短期板塊波動節奏依然跟隨海外原油價格的變化。預計短期海外能源價格維持高位、進口煤減量,對國內煤價支撐強勁;中期穩增長、地產政策放鬆等政策預期也會支撐行業需求預期。按照目前的業績預期和估值水平,加之部分龍頭公司的高分紅預案,板塊依然有上漲催化劑,仍有望實現顯著的超額收益。

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