港股午評：恒指跌1.45%失守萬八關口 汽車股、半導體股走低 生物醫藥股拉昇明顯
格隆匯6月12日丨港股繼續回調，市場情緒較為低迷。恒指、國指分別下跌1.45%及1.54%，恒指更是失守萬八關口，二者皆刷新調整低價，恒生科技指數跌1.51%下破3700點。
盤面上，大型科技股普遍下跌但總體跌幅不大，美團、京東跌超1%，百度、騰訊、阿里巴巴飄綠；美政府被曝擬再限制中國獲取用於AI的芯片技術，連續上升的半導體股承壓，龍頭中芯國際大跌超5%；汽車股大幅下跌，被責令停產停售，19億獎補資金需退回，恒大汽車跌近20%表現最差，“蔚小理”等造車新勢力齊跌；端午假期，北京、深圳樓市整體升温，但內房股與物管股走低明顯，航運股連續第二日集體下挫，內銀股、濠賭股、餐飲股等紛紛下跌。 另一方面，生物安全法案靴子落地？生物科技股逆勢上揚，藥明繫個股升幅居前；蘋果股價創新高，帶動蘋果概念股齊升，水務股、煤炭股部分上升。
板塊方面
蘋果大升創新高帶動蘋果概念股普升。消息面上，週二蘋果(AAPL.US)收升7.26%至歷史新高的207.15美元，創2022年11月份以來最大單日升幅，總市值3.18萬億美元，使其更接近於奪回美國最大公司的頭銜。
航運股連續第二日集體下挫，太平洋航運領跌。海豐國際跌4%，中遠海控跌近4%，天津港發展跌近3%，招商局港口、東方海外國際跌超1%。消息面上，波羅的海乾散貨運價指數昨日下跌2.76%，報1831點。
個股方面
九毛九跌近7% 今日除權派息。消息面上，九毛九於今日除權除息，1股派股息0.15HKD。此前發佈1Q24經營數據，1Q24太二、慫火鍋、九毛九同店日均銷售額同比分別-13.9%/-34.8%/-4.1%。
新特能源連跌5日 多晶硅價格仍顯低迷。消息面上，上週多晶硅價格跌勢放緩，緻密料較此前一週小幅下滑0.5元/千克至35.5元/千克。機構表示，市場成交仍顯低迷，上游供應壓力的減輕對價格形成支撐，但多晶硅估值的明顯修復仍待時日。
統一企業中國升3.2% 南下資金連續5日加倉。昨日，南下資金再度增持統一企業中國244.30萬股，錄得連續5日增持。截止當日收盤，港股通共持有公司17325.02萬股。展望24年，公司對飲料業務全年實現雙位數增長目標信心充足，食品業務亦有望在新品推出及老品升級帶動下穩健增長。
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