港股午評：科技股繼續強勢！科指大升2.62%並錄得3連升，商湯暴升31.15%後停牌
格隆匯4月24日丨港股上午盤三大指數繼續迎來高開高走行情，在權重科技股的助力下，恒生科技指數大升2.62%，3日連升近8%，恒指、國指分別上升1.67%及1.8%，恒指重回萬七關口。
盤面上，作為市場風向標的科技股連續上升，快手升超6%，阿里巴巴、京東升近4%，美團、騰訊、百度皆上升，騰訊盤中站上340港元大關；大金融股(銀行、券商、保險)普遍上升，內險股方向表現亮眼，中國人壽、中國平安升超3%；ChatGPT概念上升明顯，商湯暴升31.15%後停牌；機構稱上升因素有鬆動，但未發生根本性變化，黃金反彈領升有色金屬股；電影概念股、應用軟件股、半導體股、內房股、手遊股、電力股等紛紛上升。 另一方面，鋰電池股下跌明顯，Q1預虧36億元-43億元，天齊鋰業大跌超18%，家電股部分走低，日前創新高的海信家電回撤超5%。出門問問上市首日破發，午間收跌超18%。
板塊方面
黃金股止跌回暖，金價大幅回落後反彈。消息面上，美國PMI數據偏弱，美元和美債收益率回落，金價大幅回落後反彈。中信期貨認為，貴金屬預計將回調至月底至下月初，後面仍有投資價值，那就是今年年內降息預期可能再度扭轉，帶來貴金屬新的多頭機會。此外，美國財政風險、地緣風險、以及全球的經濟增長風險也使得貴金屬具備長期投資價值。
半導體股普遍上升，中芯國際升近3%。天風證券指出，台積電發佈1Q24業績，指引AI需求持續強勁，預計全年半導體產業温和復甦，下調行業展望，對汽車行業半導體需求謹慎；聯想發佈AIPC新品，或帶動新一輪換機，產業鏈值得關注；對存儲板塊一季度業績樂觀，看好後續價格趨勢。
個股方面
商湯(0020.HK)盤中停牌，停牌前暴升31.15%。商湯科技昨日發佈日日新5.0大模型，採用MOE混合專家架構，基於超過10TB tokens訓練，大量合成數據，推理上下文窗口200K，強調知識、推理、數學、代碼能力可達到或超越GPT-4。
中國平安升超3%，Q1壽險及健康險新業務價值同比增20.7%。消息面上，中國平安昨晚公佈業績顯示，一季度實現歸屬於母公司股東的營運利潤387.09億元。其中，壽險及健康險、財產保險以及銀行三大核心業務恢復增長，三項業務合計歸屬於母公司股東的營運利潤398.16億元，同比增長0.3%。一季度壽險及健康險業務新業務價值達成128.90億元，可比口徑下同比增長20.7%；新業務價值率22.8%，可比口徑下同比增長6.5個百分點。 國泰君安發佈業績點評報吿稱，中國平安一季度歸母淨利潤好於市場預期，預計主要為投資資產較快增長帶來投資收益正貢獻；多渠道發力共同驅動NBV快速增長，預計全年NBV正增；維持中國平安“增持”評級，維持A股目標價58.98元/股。
華能國際高開低走午間收升2.4%，首季淨利同比增長翻倍。消息上，公司一季度營業收入約653.67億元，同比增長0.15%；歸屬於上市公司股東的淨利潤約45.96億元，同比大幅增長104.25%。淨利增速遠高於營收增長。期內利潤增長主要由於境內業務單位燃料成本同比下降和電量同比增長。此外，昨日該股再獲融資買入0.25億元，近三日累計買入0.82億元。
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