港股午評：恒指衝高回落跌0.14% 石油股、電信股活躍 醫藥類股走低
格隆匯1月5日丨港股上午盤三大指數低開衝高再度回落，截止午盤，恒指、國指均下跌0.14%，恒生科技指數跌1.13%。
盤面上，大型科技股普遍走低拖累科指疲弱，阿里巴巴跌近3%，騰訊跌2%，快手、京東、網易皆下跌，美團、百度逆勢上升；核能核電建設再提速，核電股走強明顯，三大運營商股集體拉昇走強，三桶油表現活躍，機構預計核心城市房價逐漸走穩，內房股與物管股攜手上升。另一方面，醫藥類股集體表現弱勢，生物科技B類股領銜下跌，手遊股、乳製品股、餐飲股、重型機械股等多數萎靡，千億龍頭股百勝中國跌超3%。
板塊方面
核電股走俏，核能核電建設再提速。消息面上，國務院常務會議決定核准廣東太平嶺、浙江金七門核電項目。此外，中核集團牽頭成立了可控核聚變創新聯合體，將推動國內聚變研究和裝置建設。中信證券指出，2023年是可控核聚變發展的元年，國內核能產業迎來加速發展。安信國際指出，上週，國際天然鈾礦價格維持上升趨勢，突破90美元/磅高位。我們預計未來隨着核電行業發展加快，天然鈾供需緊張加劇，天然鈾礦價格維持高位運行，利好相關行業公司未來業績。
內房股普遍上升，機構預計核心城市房價逐漸走穩。中信證券日前指出，預計2024年不動產市場結構變化不少：預計按揭貸款利率走低，居民購房負擔下降，限購限貸繼續放鬆，推動改善性需求釋放；預計核心城市房價逐漸走穩，但低線城市房價繼續承壓；預計2024年保交付工作總體取得積極進展，三大工程託底投資，政策對沖債權人順週期傾向，穩定房企籌資性現金流。
個股方面
中國移動升2.58%，南下資金連續8日加倉。三大運營商走強，中國移動(0941.HK)表現較強，盤中拉昇升近3%報65.5港元，創去年10月19日以來新高。據統計，南下資金連續8日加倉中國移動，共計27.21億港元。
嘉裏物流盤中大升17%，小摩上調其今明兩年盈測。摩通發表報吿，將嘉裏物流評級由“中性”升至“增持”，上調今明兩年盈測介乎14%至16%，目標價相應由9港元上調至11港元。該行指，去年受運費大幅回調影響，嘉裏物流遭向下重評，但相信今年運費趨勢轉為更加樂觀。
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