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A股收評:恆生科技指數跌3.77%,地產、物管股下挫,博彩股回調

今日,三大指數早盤維持震盪,午後防疫“新十條”發佈,三大指數短暫衝高後持續下跌,恆生科技指數一度跌至4%,收跌3.77%險守4000點大關,恆指、國指分別跌3.22%和3.31%,恆指失守19000點。南下資金全日淨流出17.75億港元,大市成交額為2074億港元。

盤面上,大型科技股全部由漲轉跌,京東跌6%,阿里巴巴、小米跌超5%,騰訊、美團、百度皆走低;惠譽料內房企業經營壓力缺乏實質改善,內房股與物管股大幅下跌,龍光集團、碧桂園跌幅居前;消息稱iPhone訂單將下降,蘋果概念股午後跌幅明顯擴大,連續上漲的餐飲股、濠賭股等全線回調。另一方面,航空股午後回落但仍維持強勢行情,中醫藥股、醫美概念股走強。

具體來看:

內房股、物業股跌幅居前,龍光集團跌超17%,寶龍地產、碧桂園跌超15%,旭輝控股、新城發展跌超13%,龍湖集團跌超12%,富力地產跌超11%,碧桂園服務跌超10%,融創服務、金科服務跌超9%。

消息面上,碧桂園在港交所公吿,擬配售17.8億股股份,配售事項的所得款項總額約48億港元,配售價2.7港元,碧桂園今日收盤價為3.17港元。

蘋果概念股走低,比亞迪電子、舜宇光學科技跌超6%,瑞聲科技跌超5%。

家電股走弱,海爾智家跌超4%,泉峯控股跌超3%。

風電股大跌,金風科技跌超7%,大唐新能源跌超4%,龍源電力跌超3%。

黃金股下跌,山東黃金跌超5%,紫金礦業跌超4%,招金礦業、中國黃金國際跌超3%。

鋼鐵股下挫,重慶鋼鐵跌超6%,馬鞍山鋼鐵、鞍鋼股份跌超4%。

博彩股回調,永利澳門跌超6%,金沙中國跌超5%,銀河娛樂、新濠國際發展跌超3%。

天風證券認為,隨着擾動趨於緩和,疊加放開電子籤申請雙重利好,澳門入境旅客數量有望繼續攀升,從而推動博彩企業中場業務及酒店、餐飲、娛樂城等非博彩業務增長。疫情防控措施調整是澳門博彩行業短期內的主要催化因素,在出入境管制趨於放寬的預期下,澳門博彩行業有望迎來業績持續修復。

航空股集體爆發,中國東方航空漲超6%,中國國航漲超4%,美蘭空港漲超3%,中國南方航空漲超2%。

醫藥股表現活躍,新華製藥漲超28%,康哲藥業、康方生物漲超19%,潤邁德漲超7%,開拓藥業等跟漲。

華創證券認為,當下正是集採政策對行業影響的低點、防疫政策對行業影響的低點、行業估值的低點,更是新一輪醫藥大行情的起點。浙商證券推薦,政策週期出清下的中藥、化藥製劑、創新藥械;疫情週期逐步修復的醫療服務、藥店、疫苗;成本和大訂單週期出清下的醫藥CXO、原料藥等細分領域。

影視股走強,IMAX中國、稻草熊娛樂漲超10%,歡喜傳媒漲超3%。

南下資金淨流出17.75億港元,其中港股通(滬)淨流出17.84億港元,港股通(深)淨流入0.09億港元。

展望未來,中信證券認為,在當前至明年1季度的衰退預期交易後,2季度起港股料將進入估值抬升階段,隨着下半年國內經濟復甦提速,料港股更將迎來估值和業績的雙重修復。看好順週期板塊以及大消費行業的價值重估,建議關注大金融及服務類消費。

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