港股午評:恒科指一度衝高轉升 藥品股強勢 電力股普跌
格隆匯10月24日丨港股上午盤三大指數探底回升,恒生科技指數盤中一度轉升至0.3%,此前一度大跌2%續刷階段低價,午間收跌0.48%,恒指、國指分別下跌0.66%和0.85%,盤初均跌至1.7%。

盤面上,大型科技股盤中多數衝高繼續維持下跌行情,快手跌超4%,京東跌2.5%盤中再創新低,小米、騰訊、阿里巴巴均有跌幅;軟件類股跌幅靠前,風電及海外業務或環比承壓,電力股普跌,特斯拉概念股繼續下跌,光伏股、內房股、石油股紛紛走低。 另一方面,藥品類股多數表現強勢,向葛蘭素史克授出新藥獨佔許可,收8500萬美元首付款,翰森製藥大升逾10%;豬肉概念股走勢分化,電影概念股、教育股多數表現活躍,阿里影業、歡喜傳媒皆有升幅。
板塊方面
藥品股強勢。國金證券研報指出,三季報預期逐步明確,醫藥板塊政策預期和業績低點已過,四季度有望迎來業績和政策面雙重改善。低基數環境下,營收利潤增長的復甦和創新管線的逐步兑現,有望帶來醫藥板塊的系統性景氣度改善,醫藥板塊行情的最大驅動因素將由資金面和市場面轉向基本面。自上而下的趨勢性機會不再是最大機遇,自下而上的基本面改善彈性將成為核心機會。

電力股普跌。長江證券表示,由於風電為新能源電量主力,且其電量環比有所降低,因此預計公司新能源業務貢獻業績或將環比回落。此外,隨着新加坡電價逐步回落,預計公司新加坡業務貢獻利潤將回歸合理收益水平。但由於煤價回落帶來公司成本端改善以及電量的強勢表現將使得公司火電業務業績環比維持增長。因此預計公司三季度業績或將延續修復趨勢。

個股方面
翰森製藥大升逾10%。消息面上,翰森製藥集團有限公司與葛蘭素史克共同宣佈,雙方就ADC新藥HS-20089達成獨家許可協議。根據協議,翰森製藥將授予葛蘭素史克開發及商業化HS-20089全球獨佔許可權利(不含中國大陸、香港、澳門及台灣地區)。根據協議條款,翰森製藥將收取8,500萬美元首付款,並有資格收取最多14.85億美元的成功里程碑付款。

雙11拉開帷幕,東方甄選反彈逾5%。消息面上,隨着京東、天貓各大電商平台預熱和促銷活動相繼開啟,2023年雙十一大促已拉開帷幕。業內看來,今年雙十一,各大電商平台的促銷力度持續加大,價格競爭力成為平台爭奪的重心之一。今年雙十一整體銷量有望好於去年。 雙十一促銷在即,東方甄選曾在10月17日宣佈推出付費會員業務,在自營產品巨大用户口碑的加持下,東方甄選成為了全網第一家實行付費會員制度的直播機構。據悉,與其它大型零售商和電商平台的會員卡制度相似,東方甄選會員可享受大量購物優惠。此外,該機制還提供了現金退卡的服務,針對購物頻度低、最終不划算的會員。

東嶽集團大升超17%。擬溢價32.92%回購主要股東新華聯控股持有的5.21億股公司股份。

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