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港股收評:恆指收漲0.33%止步5連跌,汽車、餐飲板塊普遍反彈

港股反彈,恆指漲0.33%,止步5連跌,恆生科技指數漲2.87%,重上3900點關口。南下資金淨流入11.57億港元,大市成交額為1227億港元。

盤面上,連續下跌的大型科技股反彈,網易漲6.67%,京東、百度漲超5%,快手、美團漲近5%、阿里巴巴、騰訊皆上漲;在線教育股漲幅居前,短視頻概念股、汽車股、特斯拉概念股、餐飲股、醫美概念股、手遊股、家電股普遍上漲,海底撈等餐飲三巨頭齊升。另一方面,黃金股、鋁等有色金屬股持續下跌,大金融股、石油股全天表現萎靡。

具體來看

大型科技股集體反彈,網易漲6.67%,京東、百度漲超5%,快手、美團漲超4%,阿里巴巴漲3.73%,騰訊漲2.57%。

教育股漲幅居前,華南職業教育漲超15%,卓越教育集團、楓葉教育漲超6%,中教控股、宇華教育、民生教育漲超4%。

汽車股反彈,理想汽車、小鵬汽車漲超6%,蔚來、吉利汽車漲超3%,長城汽車、比亞迪股份漲超2%。

國務院辦公廳最新發布的《關於進一步釋放消費潛力促進消費持續恢復的意見》指出,穩定增加汽車等大宗消費,各地區不得新增汽車限購措施,已實施限購的地區逐步增加汽車增量指標數量、放寬購車人員資格限制。

餐飲股普遍上漲,呷哺呷哺漲逾6%,海底撈漲4.49%,九毛九漲2.66%,奈雪的茶、海倫司、百勝中國紛紛上漲。

醫美概念股表現活躍,復星醫藥漲超7%,瑞麗醫美漲4.47%,昊海生物科技漲1.82%。

黃金股持續下跌走低,招金礦業、紫金礦業跌超4%,中國黃金國際跌1.55%,山東黃金跌1.25%。

現貨黃金昨日跌破1900美元/盎司,為3月29日以來首次。道明證券指出,由於美聯儲積極收緊政策,投資已經離開黃金,如果出現控制通脹的額外信號,金價可能會暴跌。

香港銀行股普跌,恆生銀行跌4.79%,匯豐控股跌4.16%,渣打集團跌2.19%,中銀香港跌1.55%。

消息面上,匯豐控股第一季度經調整營收125.5億美元,預估127.5億美元;第一季度經調整除税前利潤47.1億美元,預估44.9億美元;恆生銀行宣派今年第一次中期股息每股0.7港元,去年同期為宣派每股1.1港元,按年下跌0.4港元或36.4%。

中資券商股表現低迷,興證國際跌7.69%,中信建投、廣發證券、華泰證券跌超3%,申萬宏源、中金公司、海通證券跌超2%。

石油板塊普跌,中國海洋石油跌3.92%,中海油田服務跌3.01%,中國石油股份跌1.34%。

今日,南下資金淨流入11.57億港元,其中港股通(滬)淨流入4.41億港元,港股通(深)淨流入7.16億港元。

展望未來,中金公司認為,當前較低的估值水平有望推動市場出現一定程度上的修復。從長期來看,國內有利的政策環境和較低的估值水平仍將為港股市場帶來更多機會。板塊方面,建議短期關注高股息標的和低估值標的,如部分金融、電信和能源板塊。另外,隨着香港疫情緩解,香港本地消費和金融標的也值得關注。

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