港股午評：三大指數齊跌 科指跌0.91%險守3700點 行業利好持續內房股拉昇
格隆匯6月14日丨港股上午盤三大指數集體下跌，恒指跌0.67%在萬八關口反覆震盪，國指、恒生科技指數分別下跌0.52%及0.91%，恒科指險守3700點。
盤面上，大型科技股普遍弱勢，阿里巴巴跌2.55%，京東、美團跌近2%，快手、網易、百度皆下跌；香港零售股下跌明顯，業績不及預期，周大福盤中大跌超10%表現較差，六福集團跟跌；歐盟關税大棒襲來，汽車股總體表現低迷，汽車經銷商股、特斯拉概念股齊跌；生物科技股、體育用品股、互聯網醫療股、航空股、軍工股多數表現萎靡。 另一方面，多地收儲平台稱將加快商品房收儲動作，民營房企有望納入收儲範圍，內房股與物管股盤中快速拉升；北方高温持續，市場憧憬用電量上升，電力股持續表現活躍，港口航運股、燃氣股、煤炭股多數上升。
板塊方面
內房股與物管股拉昇，多地收儲平台稱將加快商品房收儲動作。消息面上，6月12日，央行在濟南市召開保障性住房再貸款工作推進會，調研推廣前期租賃住房貸款支持計劃試點經驗，部署保障性住房再貸款推進工作。全國200多個城市視頻參會。據財聯社報道，多地收儲平台均表示，未來將加快商品房的收儲動作，不僅限於國企，民營房企的房子也將被納入收儲範圍。東方證券此前指出，隨着地方“因城施策”，通過降低首付成數、降低購房門檻，疊加商貸利率下調，減少居民後續的住房消費負擔，對市場情緒產生了積極的影響，成交量有所回升，政策效果逐步顯現。但是，考慮到整體居民購房首付及月供支付能力較弱，供應端量較大，政策效果持續性有待後續觀察。
電力股普升，龍源電力升近4%，北方高温持續，市場憧憬用電量上升。消息面上，中央氣象台連發7天高温預警，40℃熱浪席捲北方，高温還將持續近一週，用電高峯期將到來。
個股方面
安徽皖通高速公路升超6%創新高 券商指其高分紅持續。國泰君安日前報吿指，皖通高速2023年ROE回升至十年高位，且2024Q1高基數下業績同比持平。公司經營穩健，預計高分紅政策持續，高股息確定可期。2024年市場風險偏好決定空間，維持增持評級。
巨濤海洋石油服務大跌超27%，附屬公司遭美國列入SDN清單。消息面上，集團公佈，董事會關注到，美國財政部下屬外國資產控制辦公室(OFAC)，把其一間全資附屬蓬萊巨濤列入特別指定國民清單(SDN清單)。
周大福盤中大跌超10%，業績不及預期。公司昨日公佈2024財年財報，期內營收1087.13億港元，同比增長14.8%；股東應占盈利64.99億港元(預估77.1億港元)，同比增長20.71%。公司表示，4月1日至5月31日零售值跌20.2%，其中內地跌18.8%，香港、澳門及其他市場跌29%。同店銷售方面，內地跌27.6%，香港及澳門跌32%。
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