港股收評:港股止步3連跌,恒指升0.78%重回萬九關口,醫藥、消費類股活躍
港股三大指數午後一度跳水轉跌,尾盤再度拉昇收升,恒指升0.78%重回萬九點上方,國指升0.8%,恒生科技指數升1%。

盤面上,權重科技股普遍上升帶動大市上揚;教育股普遍走高,細價股澳洲成峯高教大升25%領銜,藥品類股繼續活躍,生物科技股、醫美概念股方面領升,金斯瑞生物科技放量升超12%;餐飲股、體育用品股、啤酒股等消費股現普升行情,電信股、內險股、中字頭股等權重多數上升。另一方面,家電股、電力股、汽車經銷商股全天表現疲弱,半導體股、軍工股部分走低,龍頭中芯國際跌1.25%。南下資金全日大幅淨流入17.56億港元,大市成交額為766億港元。
具體來看:
科技股普遍上升,快手升超4%,小米、阿里巴巴升2%,京東、美團、網易均有升幅。

生物技術股領升大市,金斯瑞生物科技升近10%,康諾亞升近5%,榮昌生物升近4%,藥明生物、百濟神州等跟升。

餐飲股升幅靠前,海倫司升超3%,海底撈、百盛中國升超1%。

保險股普升,中國財險、友邦保險升超1%,中國人民保險、中國平安、中國人壽跟升。

電信股走強,中國聯通升近2%,中國電信、中國移動升超1%。

汽車股升跌不一,小鵬汽車、零跑汽車升超1%,理想汽車、長城汽車、比亞迪股份小幅跟升,吉利跌近1%,蔚來微跌。

內房股多數走低,碧桂園跌超5%,龍湖集團跌超1%,中國海外發展跌近1%,萬科企業、華潤置地微跌。

今日,南下資金淨流入17.54億港元,其中港股通(滬)淨流入11.22億港元,港股通(深)淨流入6.32億港元。

展望後市,中泰國際指出,對下半年港股不悲觀,中國經濟在全球基欽(庫存)週期、政策效應發力及服務業的支撐下,有望於2023年三季度逐漸進入被動去庫存週期。流動性方面,美國10年期債息將因政策利率見頂、美國經濟增長放緩及通脹逐漸下行而走出一波下行態勢,緩和對港股的估值及流動性的擠壓。港股的盈利預測已反映中國經濟經濟温和復甦,未來存在重新上修的機會。
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