港股午評：恒指衝高回落微跌0.08% 內房股繼續升勢 銀行股拉昇
格隆匯3月26日丨港股衝高回落，三大指數盤初均升超1%，截止午間收盤，恒指微幅下跌0.08%，恒生科技指數跌0.11%，國指升0.17%。
盤面上，大型科技股走勢分化，百度升3%，騰訊升超1%，美團、阿里巴巴、網易走低；多地優化調整住房公積金政策，內房股繼續昨日升勢，龍湖集團、碧桂園升幅靠前；受業績增長驅動，招商銀行績後大升4.5%領升銀行板塊，手遊股、電信股、汽車股多數表現活躍。 另一方面，金價走高謹防潛在波動風險，黃金股回調明顯，昨日大幅上升的銅等有色金屬股齊跌，蘋果概念股繼續走低，舜宇光學績後跌超3%，燃氣股、煤炭股、光伏股紛紛走低。
板塊方面
內房股多數繼續昨日上升行情。近日房地產行業頻頻傳來利好，此舉引發市場對於相關個股持續關注。根據不完全統計，3月20日至23日，黑龍江哈爾濱、山東濟南和煙台、河北唐山、貴州畢節、安徽安慶、四川宜賓等多地出台住房公積金新政，內容包括提高公積金貸款最高額度、多孩家庭最高貸款限額上浮25%、購房首付款可提取公積金、提高新市民和青年人貸款額度計算倍數至20倍、降低首付比例、實施“先提後貸”政策等。
黃金股回調，金價走高謹防潛在波動風險。近期已有中國銀行、建設銀行、招商銀行、寧波銀行等多家銀行發佈類似公吿，上調黃金積存金起購金額，上調幅度在100元至120元不等。中國郵政儲蓄銀行研究員婁飛鵬表示，近期，多家銀行上調黃金積存業務定投交易起點金額，實際上是在一定程度上提醒投資者關注未來潛在波動風險，有助於市場迴歸理性，更好落實投資者適當性管理。
個股方面
招商銀行升4.5%，2023年淨利增6.22%，擬提分紅比例至35%。消息面上，招商銀行昨晚公佈業績顯示，2023年營收3391億元，同比下降1.64%；歸母淨利潤1466億元，同比增長6.22%；擬每股現金分紅1.972元。截至2023年12月31日，招商銀行普通股總股本252.20億股，以此計算合計擬派發現金紅利約497.34億元(含税)。2023年度招商銀行現金分紅比例為35.01%，較此前提升兩個百分點。
零跑汽車一度升超12%，2023年營收增長35.2%。消息面上，公司昨晚公佈業績顯示，2023年實現營收167.5億元，同比增長35.2%，增長幅度屬於新勢力前列；首度實現全年毛利率轉正為0.5%；與此同時，經營現金流也首次全年轉正，達到10.8億元；截至2023年年底，公司在手資金資源充裕，達到193.9億元。此外，零跑汽車2023年全年實現交付144155萬輛，同比增長近三成。零跑汽車2023年全年營收和交付量雙雙創出新高。
海螺創業大跌15%，年度增收不增利，淨利大降超8成。公司昨日晚公佈2023年止年度業績，收入80.15億人民幣(下同)，同比增加1.5%；錄得純利24.64億元，同比下降84.6%，每股盈利1.36元。末期息20港仙。上年同期派40港仙。
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