港股午評：三大指數齊挫，內房股大跌，軍工股逆勢攀升
格隆匯6月20日丨港股上午盤三大指數大幅走低，恒生科技指數跌2.56%表現較差，恒指、國指分別下跌1.53%和1.94%，恒指下挫超300點。南下資金半日淨流入3.88億港元，大市成交額為435億港元。
盤面上，權重科技股集體下跌引領大市走低，小米、美團跌3.6%，京東跌3%，騰訊跌2%，阿里巴巴、快手、網易跌超1%；百度逆勢飄紅；LPR下調疊加人民幣跌破7.18，內房股與物管股齊挫，帶領家電股、建材水泥股走低；國際油價疲弱，石油板塊跌幅靠前，三桶油均下跌；半導體股、生物科技股、汽車股、餐飲股、影視娛樂股、中字頭股等表現低迷。 另一方面，中長期配置價值凸顯，軍工股逆勢走高， 極端高温天氣來襲，電力股受捧，5月份澳門遊客同比增269%，濠賭股多數上升。
板塊方面
內房股集體下挫，合景泰富集團跌9%，LPR下調，人民幣跌破7.18。消息面上，中國6月LPR下調10BP，1年期LPR降至3.55%，5年期降至4.2%。人民幣快速走弱，離岸、在岸人民幣兑美元盤中均跌破7.18。
汽車價格戰2.0開打，汽車股全線萎靡。在今年二季度，還有多家中國車企加入價格戰，而這些車企大佬們也都長了個“心眼”，大多都不選擇直接“喊麥”、“流血降價”，而是選擇“全軍出擊”、“降本調價”，甚至直接“降價增配”，促銷手段花樣百出，特別是10萬~30萬價格區間的電混SUV市場“戰火連天”。
博彩股逆勢上升，5月份澳門遊客同比增269%。消息面上，澳門特別行政區公佈，5月份遊客到訪人數同比增長268.5%，達到221萬人次。
個股方面
中興通訊月內累計升幅達25%，創22個月新高。A股報42元創35個月新高價。招商證券指出，運營商近日陸續釋放網絡建設信息，有望提振通信板塊市場關注度，中興通訊作為國產通信設備商雙龍頭之一核心受益。 光大證券則表示，公司服務器業務進入快速增長軌道，是AI算力時代下的核心受益者；穩增長背景下運營商5G基站招標規模好於預期，帶動公司運營商業務營收穩定增長。展望2023年下半年，中金公司認為AI仍將驅動產業基本面向好，國內信息新基建資本支出佔比有望持續提升。
美圖(1357.HK)再升超10%創3個月新高，發佈AI視覺大模型MiracleVision。在昨日舉行的美圖影像節上，美圖發佈“懂美學的AI視覺大模型”MiracleVision，為行業客户提供AI視覺解決方案，並與創作者和開發者共建模型生態。
中電控股大升6%，麥格理據報正洽購中電澳洲附屬Energy Australia最多50%股權。據媒體消息，澳洲投資銀行麥格理集團正與中電接洽，向其收購澳洲附屬Energy Australia最多50%股權。據悉，中電一直都希望為其海外業務引入合作伙伴，雖然中電與麥格理的談判已近尾聲尾聲，但中電仍繼續與其他有興趣的各方接洽。摩根士丹利為中電的顧問。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
