港股午評：恒指升1% 中資券商股繼續活躍 貓眼娛樂發盈喜大升逾17%
格隆匯8月4日丨政策利好持續助推市場活躍，港股上午盤三大指數全線上升，恒指升0.99%，國指升1.42%，恒生科技指數升1.96%。南下資金半日淨流出29.78億港元，大市半日成交額為693億港元。
盤面上，權重科技股集體強勢，網易、京東升超3%，美團、快手、阿里巴巴升超2%；證券業“定向降準”落地，中資券商股繼續活躍上升，房地產政策持續利好襲來，內房股與物管股走強明顯，電影概念股強勢，貓眼娛樂發盈喜大升逾17%表現搶眼，石油股、內險股、電信股、中字頭股多數上升。 另一方面，生物醫藥股、軍工股、鋰電池股走低，權重股天齊鋰業跌2%。
板塊方面
證券業“定向降準”落地，中資券商股集體上升。8月3日深夜，中國結算髮布消息稱，擬自2023年10月起進一步降低股票類業務最低結算備付金繳納比例，將該比例由現行的16%調降至平均接近13%，並正式實施股票類業務最低結算備付金繳納比例差異化安排。 股票類業務最低結算備付金繳納比例調降被視為證券業“定向降準”，將有助於鼓勵結算參與人及客户儘早完成資金交收，放鬆券商資金限制，緩解市場流動性壓力。分析人士稱，目前來看，經紀業務實力強勁的券商或是最大受益者。
電影概念股強勢，貓眼娛樂發盈喜大升17%領銜。據貓眼專業版數據，2023年7月國內電影總票房87.16億元，觀影人次2.11億，總場次1181.8萬場。7月共11部影片單月破億。另外，貓眼娛樂預計中期純利升最多1.8倍，中金稱其業績預吿好於預期，主要系內容板塊表現超預期。
個股方面
發盈喜中期扭虧為盈，復星旅遊文化大升13%。公司昨晚公吿，預計中期歸母溢利不少於4.3億元，同比扭虧為盈。報吿期內，得益於中國國內旅遊重啟後強勁的度假需求釋放，三亞亞特蘭蒂斯的營業額預計將取得不低於人民幣8.4億元，較2022年同期增長不低於73%。
發盈喜 醫脈通(2192.HK)放量升約8%。公司昨日盤後公吿，董事會預計2023上半年的母公司擁有人應占溢利取得大幅增長，較2022年同期的母公司擁有人應占溢利約2697萬元增長至不少於9000萬元。 報吿期內，收入增加主要受益於疫情後醫院端診療恢復常態及新藥獲批進程加速，製藥及醫療設備公司客户的產品銷售和市場推廣工作加速恢復。
長和跌近5%，上半年盈利跌41%，中期股息少派10%。長和昨晚公佈，上半年盈利同比跌41%至112.08億港元，低於預期，相當於每股盈利2.93港元。長和宣派中期股息每股0.756港元，同比少派10%。
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