港股午評：恒科指升1.57%，恒指微跌0.05%，造車新勢力“蔚小理”強勢上升
格隆匯6月14日丨港股三大指數走勢分化，科技股強勢，助力恒生科技指數升1.57%，恒指微幅下跌0.05%。南下資金半日淨流入28.52億港元，大市成交額為509億港元。
盤面上，權重科技股多數上升，網易、百度升2.5%，騰訊、京東、美團均有升幅；5月汽車產銷數據向好，汽車股全線大升，造車新勢力“蔚小理”領銜走高；機構指行業尋底後或有轉折，有色金屬股齊升；手遊股、重型機械股、半導體股、餐飲股、濠賭股等普遍走俏。 另一方面，在線教育股跌幅靠前，大金融股走低，電信股齊挫，三大運營商皆下跌，中國電信跌近4%表現最弱。
板塊方面
汽車股集體走強，三大造車新勢力領升，理想汽車升超8%。今年以來，央地聯動政策頻出，疊加產業端動作連連，促進汽車消費成為積極推動市場需求升温的“重頭戲”。中央層面，促進汽車消費在年中踩下“油門”。商務部6月8日明確，舉行“百城聯動”汽車節和“千縣萬鎮”新能源汽車消費季活動。地方層面，今年以來，北京、上海、廣東、浙江、河南等地紛紛出台汽車消費激勵措施，包括髮放購車補貼和消費券、增加購車指標、延長購車補貼時間等。專家表示，隨着中央和地方促進汽車消費政策密集落地、加快顯效，汽車消費市場活力有望進一步迸發，從而更好發揮汽車消費帶動擴大整體消費，進而促進經濟增長和產業發展的作用。
有色金屬股齊升，機構指行業尋底後或有轉折。消息上，中金研報認為有色金屬將繼續定價傳統行業需求逆風、博弈中國需求預期兑現的過程，相對於成本支撐或仍有少量下跌空間。在“尋底”過程中或出現分化，其中受益於新能源需求、供給面臨瓶頸和干擾的品種有可能迎來反轉機會。此外，美國5月CPI低於預期，市場認為美聯儲6月將暫停加息，昨日美股有色金屬股表現強勢。
個股方面
金融壹賬通飆升逾40%，隔夜美股暴升帶動。隔夜美股金融壹賬通收升62.64%報5.66美元，折算成港股市場價格為1.45港元/股。
金山雲升超12%，隔夜美股暴升帶動。天風證券發佈研報稱，據外媒，至少有100家客户已經支付了微軟Office 365高達10萬美元一年的固定費用，用於向1000名訂閲用户提供服務。以微軟為代表的海外辦公軟件龍頭此次產品提價，意味着辦公軟件商業模式不斷突破。該行認為，微軟Office 365面向B端提價，驗證了AI對辦公軟件產品力的顯著助力，辦公軟件商業模式有望進一步突破，國內辦公軟件廠商迅速跟進，產業趨勢進一步加強。
馬可數字科技再創新高，6個交易日累升46%。公司於2023年6月9日已完成收購Hope Talent Limited(目標公司)的全部股權。據悉，北京雲圖(及目標公司之聯營公司)主要聚焦打造標杆項目圍繞智慧城市及開拓多個業務場景。有機構稱數字人民幣業務有望打開公司收入增長天花板，給予較高的估值溢價。
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