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港股午評:科技股強勢!科指大升2.48%,恒指重回萬七關口上方

格隆匯4月10日丨港股上午盤高開高走,三大指數盤中均大升逾2%。恒生科技指數一馬當先,更是一度升至2.75%,午間收升2.48%,恒指、國指分別上升1.88%及2.15%,恒指重回萬七關口上方。

盤面上,權重科技股拉昇助力大市走俏,阿里巴巴、京東升超5%,美團、騰訊、百度皆走強;黃金股再度活躍,帶領銅等有色金屬股齊升,紫金礦業再度刷新歷史新高價;超八成上市車企3月銷量同環比雙增長,汽車股全線拉昇,長城汽車、小鵬汽車領升,汽車經銷商股跟升;重型機械股、手遊股、燃氣股、蘋果概念股、煤炭股、航空股等紛紛上升。昨日閃崩個股反彈,其中浩森金融科技一度大升749%。 另一方面,稀土概念股逆勢走低,家電股、光伏股、中資券商股部分下跌,權重中信證券逆勢跌超1%。

板塊方面

黃金股領升有色金屬股,紫金礦業再創新高。國際金價自年初以來一路上升,屢創歷史新高。瑞銀分析師稱,受美聯儲降息預期及地緣政治衝突影響,對避險資產需求增加,買盤力量強勁、黃金價格飆升。美國銀行分析師表示,黃金或將隨着未來更多西方國家加入降息行列而進一步走高,到2025年其均價可能會達到3000美元。而白銀價格受金價上升效應的外溢,隨之上升。

汽車股大幅上升,長城汽車領升。乘聯會發布數據顯示,3月1-31日,乘用車市場零售168.7萬輛,同比增長6.0%,環比增長52.8%; 從12家A/H股上市整車企業表現看,10家車企實現同比和環比的雙增長; 隨着近期小米汽車上市和新一輪價格調整,且四月份是新車型密集發佈期,市場的消費熱情會逐步被激發。另外,據中國汽車工業協會整理的海關總署數據顯示,2024年2月,汽車整車出口39.4萬輛,表現不及上月,環比呈10%小幅下降,同比增長21.5%。

個股方面

京東拉昇升超5%,投入10億現金佈局內容生態。消息面上,京東將投入10億現金和10億流量作為獎勵,吸引更多原創作者和優質內容機構入駐。 據介紹,京東將以現金形式,對覆蓋數碼3C、家電家居、母嬰、寵物、時尚、運動、美粧個護、健康、車品等超過20個創作領域的達人進行補貼。具體來看,符合招募要求的創作者,單週期內單帳號最高可獲得3萬元人民幣現金創作補貼,在此基礎上,創作者同時享有視頻播放補貼和帶貨佣金。 與此同時,京東表示將為優質、原創視頻帶來更多曝光機會,不僅通過算法進行加權處理,提供固定流量券的補貼,還通過在逛頻道中的測評和穿搭TAB等特色展示方式,以及在商品詳情頁中增加測評、穿搭樓層,為優質內容帶來更多流量。

恒生銀行升超5%,公佈30億港元股份回購計劃。消息面上,恒生銀行昨晚宣佈啟動股份回購計劃,將回購不多於30億港元股份,自動股份回購計劃期限為4月10日起至9月9日,為期5個月。

星空華文跌超5%再創新低,8日連跌超30%。消息上,知名歌手李玟去年離世後,傳出她生前參與《中國好聲音》錄製時疑遭受制作方人員欺凌。《中國好聲音》自去年停播至今,仍未復播。據悉,好聲音起訴李玟經紀公司案或將延期開庭。另外,此前公佈的23年股東應占虧損16.05億元,同比由盈轉虧。

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