港股午評：恒指升0.35%連續2日反彈 百度績後升超4%
格隆匯8月23日丨受隔夜美股下跌影響，港股上午盤三大指數小幅低開後震盪收升，恒指升0.35%，國指升0.36%，恒生科技指數基本平收，恒指國指連續2日反彈。
盤面上，權重科技股升跌參半，百度績後升超4%表現較佳，快手、小米升超1%，阿里巴巴、騰訊、美團飄綠；體育用品股升幅靠前，安踏績後大升11.6%領銜上升，軍工股、電信股、內險股、中字頭股普遍上升，煤炭股、石油股等能源股表現活躍。 另一方面，電子煙概念股下跌明顯，思摩爾國際創階段新低，蘋果概念股、光伏股、濠賭股、餐飲股表現低迷，舜宇光學績後跌近4%。
板塊方面
安踏業績亮眼帶動體育用品股走強。安踏集團2023年上半年收入達296.5億元，同比增長14.2%；整體毛利率達歷年最高水平，上升1.3個百分點至63.3%；歸母淨利潤同比大幅增長39.8%到52.6億元。國金證券指出，公司FILA修復超預期，上調全年業績。
煤炭股多數上揚。東吳期貨指出，近期煤礦安全事故頻發，安全檢查預計再度趨嚴，停減產煤礦也將繼續增加，焦煤供應再度偏緊，煤炭價格短期將在高位運行。長城證券表示，7月，國內高温天氣持續，下游隨着終端耗煤需求季節性階段釋放，國內動力煤市場價格震盪上行。該行認為，在供給寬鬆和迎峯度夏的背景下，短期來看市場價格將偏穩運行，波動空間有限，或將出現旺季不旺的情況。
個股方面
百度升超4%，Q2業績超預期。百度昨晚公佈業績顯示，二季度營收341億元，同比增長15%；非公認會計准則下歸屬百度的淨利潤達到約80億元，按年同比增長44%。總體來看，百度營收和利潤雙雙實現大幅增長，超市場預期。 值得注意的是，得益於在線營銷業務的穩健表現和經營槓桿推動，百度核心營收和利潤增長加速。第二季度，百度核心收入264億元，同比增長14%。百度核心經營利潤同比增長27%，至約65億元，經營利潤率為25%，相比2022年第二季度的22%和2023年第一季度的23%有所提升。百度核心的在線營銷收入為196億元，同比增長15%。
業績亮眼，名創優品再創歷史新高。隔夜美股市場名創優品(MNSO.US)收升9.77%報22.35美元，折算成港股市場價格為43.67港元/股。 公司日前公佈了截至2023年6月30日止的季度及年度業績顯示：Q4收入同比增40.3%至32.52億元，環比增長10.1%，高於市場預期的31.72億元；經調整淨利潤同比增長156.3%至5.71億元，環比增長18.3%。2023財年度收入同比增長13.8%至114.73億元，經調整淨利潤同比增長155.3%至18.45億元，擬派末期息每股普通股0.103美元；經調整淨利潤率為16.1%，2022財年同期為7.2%。 中金稱其季度業績超預期，維持其美股“跑贏行業”評級，目標價上調8%至27.05美元，以反映公司全球化營運能力帶來估值溢價。
京東方精電跌超10%創15個月新低，中期增收不增利。公司昨晚公吿，上半年收益52.10億港元，同比增長7.9%；股東應占溢利2.025億港元，同比下降19.3%。每股盈利25.8仙，不派中期息。
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