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港股收評:三大指數集體收升,科技股領跑,地產、醫療多股拉昇

今日,三大指數集體收升,恒指升1.58%,國指升1.47%,恒生科技指數升1.55%。

盤面上,地產股和物業管理股多數上升,融創中國升超10%,旭輝永升服務升超5%;ChatGPT概念股集體拉昇,商湯升近7%,美圖公司升超5%,美團、創夢天地升超3%,農產品、水務、燃氣、醫療保健、互聯網等板塊領升大盤。另一方面,影視娛樂、紡織品及布料等板塊多股下跌。

具體來看

科技股集體大升,嗶哩嗶哩、百度、美團升超2%,阿里巴巴、騰訊控股升近2%。

地產股和物業管理股多數上升,融創中國升超10%,旭輝永升服務升超5%,龍湖、建發國際升逾3%。

據中原地產研究院統計,9月是全國房地產歷史政策次數最多的一個月,單月房地產調控政策超過175次,刷新歷史紀錄,核心政策是8月底9月初各地開始井噴的“認房不認貸”政策。

ChatGPT概念股集體拉昇,商湯升近7%,美圖公司升超5%,創夢天地升超3%,美團、閲文集團、百度等均升超2%。

近期,富達、路博邁、施羅德、安聯等國際知名資管機構均發表了對中國權益和債券市場投資機會的看法,而人工智能板塊則被重點關注。此外,微軟表示,通過文本描述生成圖像的Dall-e 3人工智能應用已可在必應搜索平台和Bing-Chat聊天機器人中使用,也對短線AI概念股的熱度起到了刺激作用。

醫美概念股升幅居前,康哲藥業升超7%,醫思健康、時代天使升超4%,四環藥業、復星醫藥升超3%。

消息面上,近期,康哲藥業發佈半年報業績,公司上半年實現營業收入46.1億元,同比增長3.6%;若全按藥品銷售收入計算則營業額55.4億元,同比增長7.1%;期間溢利為19.2億元,同比增長6.7%。

燃氣股多股上升,中國燃氣升超4%,香港中華煤氣升超3%,新奧能源、北京控股、天倫燃氣等紛紛跟升。

水務股集體拉昇,中國水務升超4%,北控水務集團、光大環境、粵海投資、康達環保等跟升。

影視娛樂多股大跌,寰宇娛樂文化跌超12%,耀星科技集團升超9%,力天影業跌超6%,中國創意控股、歡喜傳媒、IAMX中國、雲音樂跌超1%,騰訊音樂、貓眼娛樂、保利文化跟跌。

據《央視新聞》報道,截至今日上午11時,今年以來全國電影累計票房已達471億元人民幣,超過2021年全年電影總票房。《滿江紅》、《流浪地球2》、《孤注一擲》、《消失的她》、《封神第一部》暫列今年票房首五位,均為國產影片。

個股層面

融創中國升超10%,報2.41港元每股,總市值131.32億港元。

消息面上,融創中國昨日發佈公吿,尋求香港高等法院批准境外債務重組的計劃已根據高等法院作出的指令獲得批准。

美團股價盤中一度上升逾3%,現升2.27%報108.30港元,總市值6762.40億港元。

此前報道稱,黃金週期間美團在線平台的消費額躍升,超過疫情前2019年的最高水平。其他電子商務平台業者也上升:阿里巴巴升2%、京東升2%、快手升2.4%、嗶哩嗶哩升2.8%。

建銀國際策略團隊發佈報吿稱,港股四季度有望峯迴路轉,醖釀一輪反彈。建銀國際表示,港股仍處在反覆築底階段,年內四個重要底部已先後確認(估值底、政策底、經濟底、盈利底),而流動性底(美息美元見頂、人民幣見底等)也有望於4季度內確認。在該機構看來,近期積極因素開始逐步累積,10月下旬至11月港股或迎來有利的反彈窗口。

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