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港股午評:恒科指大跌2.55% 汽車股、餐飲股跌幅靠前 能源股活躍

格隆匯8月18日丨受隔夜美股下跌影響,港股上午盤三大指數低開下挫,恒生科技指數跌2.55%表現較差,恒指、國指分別下跌1.12%和1.31%。

盤面上,大型科技股全線走低,京東跌超4%,阿里巴巴、網易跌超2%,美團、百度、快手、騰訊均跌超1%;中國恒大在美國申請破產保護,恒大系集體下挫,近日表現強勢的電影概念股大肆回調,星空華文重挫超23%領銜下跌,汽車價格戰持續,汽車股下跌明顯,機構預計Q3餐飲增速可能回落,餐飲股集體低迷,九毛九跌幅最大;航空股、濠賭股、手遊股、家電股等紛紛下跌。 另一方面,多個合約觸及升停,港口航運股逆勢上升,煤炭股、石油股、電力股等能源股普遍表現活躍,三桶油皆逆勢飄紅。

板塊方面

價格戰繼續,汽車股再度走低。海通國際指出,特斯拉引領下半年新一輪價格戰,多家車企跟進降價。該行預計下半年新能源汽車價格戰將進入白熱化,各家車企表現將逐步分化。浙商證券認為,近期多家新能源車企開啟新一輪優惠促銷,市場擔心行業競爭加劇,再次出現類似今年1月份特斯拉降價和3月份東風大幅降價帶來的板塊下跌。該行認為今年汽車行業的價格競爭一直持續。

餐飲股下挫,機構預計Q3餐飲增速可能回落。天風證券表示,2023年初至今,疫情多次擾動,使得國內零售及餐飲行業的復甦呈現波動,市場對於零售餐飲行業復甦的持續性存在擔憂。開源證券則指出,考慮二季度基數影響,預計2023Q3餐飲增速可能回落。

恒大系集體下挫,中國恒大在美國申請破產保護。港股市場恒大系集體下挫,恒大物業一度跌近20%至0.53港元,再創上市新低;恒大汽車一度跌超17%。消息面上,美國法院文件顯示,中國恒大根據美國破產法第15章(Chapter 15),向紐約曼哈頓破產法院申請破產保護。

個股方面

百富環球盤中跌超11%,中期純利同比下跌7%。公司昨晚公吿,上半年收入35.69億港元,同比下降14.7%;毛利15.71億港元,同比下跌6%;錄得純利6.51億港元,同比下跌7%。中期息21仙,上年同期派17仙。

新秀麗連續2日上升,市值超400億港元,績後獲機構唱好。公司16日晚公吿,中期純利1.53億美元增長1.7倍,不派息。 美銀證券點評稱,新秀麗上半年業績符預期,當中銷售額按年升40%,經調整盈利升1倍,高於該行預期,目標價由30港元上調至31.5港元,維持“買入”評級。大和重申“買入”評級,目標價由34港元上調至36港元。該行相信,目前集團是其覆蓋消費板塊中一隻最被低估的股票。

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