港股午評：恒指基本平收，科技股走低，汽車股大幅上升
格隆匯6月30日丨港股上午盤三大指數升跌不一，恒指衝高回落午間基本收平，國指升0.16%，恒生科技指數跌0.63%表現較弱。南下資金半日淨流入16.79億港元，大市成交額為409億港元。
盤面上，權重科技股集體低迷令指數承壓明顯，快手跌近3%，美團跌近2%，小米、阿里巴巴、百度、網易皆跌超1%；機構看好板塊下半年底部開啟震盪上行，汽車股大幅上升，造車新勢力“蔚小理”皆走俏，小鵬汽車大升逾12%；煤炭現貨價格上行空間或逐步打開，煤炭股強勢，權重股兗礦能源升約4%，啤酒股、生物科技股、港口航運股、石油股、內房股與物管股紛紛上升。 另一方面，家電股JS環球生活暴跌82%表現最弱，手遊股、蘋果概念股普遍下跌，瑞聲科技、比亞迪電子均下跌。
板塊方面
汽車股大幅上升，機構看好板塊下半年底部開啟震盪上行。民生證券指出，預計汽車板塊於2023H2底部開啟震盪上行；“價格戰”對乘用車行業需求衝擊有限，全年銷量預計平穩。當前位置看，風險溢價處於歷史低位；政策端在行業週期下行期出台概率加大；景氣度指針中宏觀變量暫不支持行業復甦；乘用車月度同比增速趨勢及電動化滲透率有望在2023Q3末再次共振向上。此外，小鵬G6昨日正式上市，售價20.99萬-27.69萬元起，將於7月開啟交付。
煤炭股普升，行業有望受益於火電需求大幅反彈上行。首創證券研報指出，根據國家統計局數據顯示，5月火電發電同比高增15.9%；6月各地氣温明顯升高，迎峯度夏火電需求有望繼續大幅增長。該行認為供需關係在當前旺季有望從寬鬆轉為緊張，煤炭庫存有望進一步消化，港口價格預計將完成探底回升。未來有望隨着而大幅反彈上行。
個股方面
小鵬汽車飆升逾12%，G6正式上市訂單已突破3.5萬輛。小鵬G6昨日正式上市，並將於7月開啟交付。小鵬汽車董事長何小鵬表示，作為扶搖架構下首款戰略車型，G6對於小鵬就好比iPhone 4之於蘋果，代表了小鵬汽車對於下一代智能電動車的思考。6月9日至28日，小鵬G6的訂單已突破3.5萬輛。
微創機器人-B升近16%，蜻蜓眼三維電子腹腔內窺鏡獲得歐盟CE認證。昨晚公司公吿，集團自主研發的蜻蜓眼三維電子腹腔內窺鏡順利通過英國標準協會BSI的審核，成功獲得歐盟CE認證。蜻蜓眼是一款由集團自主研發的三維電子腹腔內窺鏡，可用於腔鏡手術的術中探查和成像，對腹腔及胸腔等器官進行觀察、診斷、攝影或治療。
機構分析
瑞銀髮研報指，由於利率上升的擔憂，MSCI香港指數上半年表現落後於全球市場，該行對其下半年看法維持審慎。該行預測利率將在較長時間內保持較高水平，在此背景下，下半年在香港市場將採取防守性策略，繼續看重股息收益率及受惠於經濟重新開放的利好因素。瑞銀認為，由於下半年利率可能保持高位，企業獲重新估值空間有限，業績將主要由盈利驅動，將全年MSCI香港指數預測從12550點降至11300點，該行將對恒生指數目標從23600點下調至21700點，相當未來12個月預測市盈率9.9倍，料恒指於2022年至2024年每股盈利複合增長率9%。
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