港股收評：恒指再失守萬八關口，藥明系集體大跌，內房股與物管股強勢
6月14日，港股三大指數集體收跌，恒指早盤曾快速衝高近乎翻紅午後持續低迷收跌0.94%，再度失守萬八關口，國指、恒生科技指數分別下跌0.73%及0.84%，市場情緒仍維持低迷。
盤面上，大型科技股普遍下跌，香港本地消費股走低，周大福大跌超8%；電力股午後回調明顯，半導體股全天表現弱勢。內房股與物管股全天表現強勢，消費電子股走俏，TCL電子大升近8%表現較佳，次新股繼續活躍，港口及海運股普遍上升。
具體來看：
大型科技股多數走低，阿里巴巴跌超2%，京東、美團、小米跌超1%。
生物醫藥股大跌居前，藥明系集體走低。再鼎醫藥跌超6%，泰格醫藥、藥明康德跌超5%，藥明聯合、藥明生物、君實生物等紛紛都跟跌。
半導體股下挫，宏光半導體、芯智控股跌超5%，中芯國際跌超2%，晶門半導體、華虹半導體跌超1%。消息面上，此前媒體報道，美國拜登政府正考慮進一步限制中國取得用於人工智能的芯片技術，這項限制鎖定的目標將會是剛剛進入市場、尚未萌芽的新型硬件技術。
電力股午後回調，中廣核電力跌超4%，大唐新能源、中廣核新能源跌超3%，中國電力、華潤電力等跟跌。
中資券商股升幅居前，國聯證券發佈研報稱，券商行業頭部集中趨勢明顯 新一輪供給側改革有望開啟。當前市場熱度觸底回升，政策密集出台後市場情緒有所回暖，持續關注市場成交及指數反彈的持續性，若市場β向上，則券商行業仍有彈性空間；政策層面，在監管扶優限劣的政策導向下，券商供給側結構性改革進程將加快，優質頭部券商在穩健經營、專業能力等方面的優勢將進一步凸顯；當前券商行業PB估值仍在歷史底部。
內房股與物管股齊升，世茂集團、正榮服務升超10%，龍光集團升超6%。消息面上，多地收儲平台稱將加快商品房收儲動作。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。
航運股逆勢上升，中遠海運港口升超4%，中遠海控、中國外運、海豐國際升超2%。消息面上，馬士基亞歐航線加價，其均一運費率(Freight of All Kinds,FAK)，自7月1日上調至每20尺標準貨櫃(TEU)5000美元及每40尺標準貨櫃(FEU)9000美元，較前值分別升1675美元和2500美元。
今日，南下資金淨買入58.07億港元，淨流入80.4億港元。其中，港股通（滬）淨流入43.13億港元，港股通（深）淨流入37.27億港元。
展望後市，中金公司海外策略首席分析師劉剛認為，相比已經修復多半的風險溢價和短時仍有約束的無風險利率，增長顯然是打開更大空間的鑰匙，而增長的關鍵仍在於開啟信用週期。劉剛判斷，基準情形下，預計港股市場或維持震盪。恒生指數靠風險溢價驅動的第一目標點位為19000-20000點，若要升至22000點以上則需要更強的盈利增長。
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