港股午評：恒指衝高回落小幅上升0.26%，內房股拉昇，黃金股強勢
格隆匯7月20日丨央行、外匯局出手，離岸人民幣連續收復四道關口。港股上午盤三大指數盤中一度升至1.5%，恒指、國指午間分別上升0.26%和0.41%，恒生科技指數轉跌至0.28%。
盤面上，大型科技股升跌不一，平台經濟再獲利好，京東、騰訊、美團小幅上升，百度、快手、網易走低；機構指地產板塊進入政策博弈期，內房股拉昇明顯，物管股、家電股等跟升；券商指應把握黃金預期的低點，黃金股強勢帶領有色金屬股走俏，電信股、內銀股、航運股多數上升。 另一方面，蘋果概念股大跌居前，舜宇光學發盈警重挫逾13%表現最差，影視娛樂股、內險股、生物科技股普遍萎靡。南下資金半日淨流出52.17億港元，大市成交額為590億港元。
板塊方面
內房股拉昇。華泰證券指出，6月房地產基本面繼續承壓，開發投資同比降幅較5月小幅收窄，銷售量價仍待改善，房企現金流仍存在一定壓力。但地產融資和保交付政策支持已經開啟，因城施策有望進一步發力，存量房貸利率有望調整，或將與其他一攬子經濟政策形成合力，共同穩定居民的房價預期和購房需求。我們認為地產板塊進入政策博弈期，房地產市場將繼續保持分化行情，更加看好具備充裕供應彈性的城市以及在主流城市有充裕貨值和較強補貨能力的優質房企。
黃金股普遍上升。廣發證券表示，把握黃金預期的低點。隨着時間推移和美國經濟數據的反應，美國經濟轉弱預期有望逐步兑現，美國貨幣政策轉向時間點也有望逐步臨近，美元資產吸引力隨之降低，黃金上行趨勢不變，黃金股票的投資已從預期階段逐步轉向兑現基本面的投資階段。
蘋果概念股大跌，全球智能手機市場銷量連續八個季度年同比下降。Counterpoint手機銷量月度報吿的最新研究顯示，2023年第二季度，全球智能手機市場銷量年同比下降8%，環比下降5%，連續八季度出現年同比下降。分地區來看，全球所有地區的智能手機銷售額都出現了萎縮，美國、西歐和日本地區的智能手機銷售額跌幅最大，二季度下跌都超過10%。中國、印度、中東和非洲市場的下滑幅度較小。
個股方面
巨星傳奇股價創上市新高，周杰倫演唱會衝上熱搜。消息面上，7月18日，周杰倫演唱會天津站開票。據大麥平台顯示，本場天津演唱會大麥單平台放票近13萬張，共分四輪開票，超520萬人標記“想看”。“周杰倫演唱會兩張連座票叫價15萬”的話題衝上熱搜第一。
舜宇光學科技大跌超13%，預計上半年股東應占溢利同比減少約65%至70%。舜宇光學科技發佈盈警，預期上半年錄得公司股東應占溢利約4.07億元至4.75億元，較去年同期的13.58億元減少約65%至70%。公司稱，全球智能手機市場需求持續疲軟、行業競爭激烈以及智能手機攝像頭持續呈現降規降配趨勢，導致集團手機鏡頭及手機攝像模組的出貨量同比下降，並加大了平均售價及毛利率壓力。
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