港股午評：三大指數齊升0.7% 大金融股盤中拉昇 券商股領升
格隆匯10月17日丨港股上午盤三大指數集體上升，恒生科技指數盤中一度轉跌，午間收升0.72%，恒指、國指均上升0.7%。
盤面上， 權重科技股多數維持上升行情，雷軍宣佈小米澎湃OS正式啟動，小米升超3%領銜，京東反彈近2%，美團、騰訊飄紅；機構認為行業週期已進入觸底反彈階段，半導體股上升明顯，龍頭股中芯國際升超3%，大金融股盤中拉昇，中資券商股領升，國聯證券升超5%；電力股、電影概念股、重型機械股、燃氣股、航空股紛紛上升。 另一方面，iPhone15中國首發銷量較前代下降4.5%，蘋果概念股走低，紙業股、濠賭股多數表現低迷，金沙中國、銀河娛樂皆下跌。
板塊方面
行業暖意漸濃，半導體股普遍上升。據媒體報道，半導體行業暖意漸濃。據SIA數據顯示，全球半導體行業自今年3月起已實現連續6個月的環比上升，存儲行業也出現升價潮。隨着國產半導體自主可控進程持續推進，上市公司積極佈局新能源等新興賽道，對行業信心增強，近期越來越多行業龍頭上市公司加入“護盤”大軍，公佈增持以及回購計劃，更新進展。
蘋果概念股逆勢走低，iPhone15中國首發銷量較前代下降4.5%。消息面上，市場研究公司Counterpoint Research數據顯示，iPhone 15系列在中國首發17天內的銷量較2022年發行的iPhone 14系列下降4.5%。分析師認為，在華為新型號手機銷量崛起的壓力下，蘋果iPhone 15的銷量較iPhone 14系列將以兩位數的速度下滑。
個股方面
小米拉昇升超4%創近8個月新高，雷軍宣佈小米澎湃OS正式啟動小。小米集團董事長雷軍今日在個人微博發佈消息稱，小米全新的操作系統“小米澎湃OS”(Xiaomi HyperOS)正式版已完成封包。作為第一款搭載新系統的手機，小米14系列已交付工廠開始生產，即刻起，小米澎湃OS將逐步接替MIUI。
十月稻田大升逾14%再創新高，上市4日累計升幅達50%。該股IPO定價為15.36港元，公開發售獲1.31倍認購。公司是港股廚房主食食品第一股，2023年初至今發行規模最大的消費行業H股IPO。同時也是境內企業境外上市備案新規下首批完成備案的項目。
國美金融科技暴升87%，擬收購遊戲公司Cash Box 51%股權。國美金融科技公吿，於2023年10月16日，該公司擬向創輝資本收購國美信國際投資已發行股份的100 %，代價為1.748億港元(可予調整)，擬向銘潤商貿收購Cash Box Group Technology已發行股份的3.3 %，代價為2520萬港元(可予調整)，代價均由公司以發行代價股份方式償付，每股代價股份發行價為0.08港元，代價股份合共最多相當於經擴大股本約48.07%。透過建議收購事項，公司預期依託Cash Box Group Technology的龐大、多區域用户資源，結合公司在互聯網技術方面的優勢，為集團業務創造協同效應。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
