港股午評：科指一度大跌2.5%，恒指險守萬八關口，科技股、金融股集體萎靡
格隆匯6月21日丨港股上午盤三大指數集體下挫，恒生科技指數一度大跌2.5%，午間收跌2.15%，恒指、國指分別下跌1.71%及1.92%，恒指險守萬八關口，三者抹平日前大幅反彈升幅，市場情緒降至低點。
盤面上，大型科技股、大金融股、中字頭股等權重全線表現弱勢，美團跌4%，京東跌近3%，中國銀行、中國平安、海通證券等行業龍頭齊跌，昨日創歷史新高的中海油跌4%；機構稱運費上升斜率或趨緩，港口及海運股走低；隔夜半導體龍頭英偉達回落升勢暫緩，港股半導體股紛紛下跌，光伏股、石油股、餐飲股、蘋果概念股、煤炭股等熱闆闆塊齊挫。 另一方面，高鐵基建股、國內零售股部分逆勢上升，中國鐵建、中國交通建設升近2%，金價升破2360美元，黃金股衝高回落少部分維持升勢。
板塊方面
港口及海運股跌幅明顯，機構稱運費上升斜率或趨緩。消息面上，據海通期貨航運研究負責人雷悦介紹，6月17日，馬士基開放第27周試艙價格，上海至安特衞普開艙價格為大櫃8000美元，低於其前期宣升的9000美元水平，體現出試探心態。由於目前市場普遍的大櫃運價接受度在7200~7400美元左右，且訂艙需求主要集中在6月末，7月訂艙需求未完全釋放，疊加馬士基近期上調退艙費抑制貨代提前屯艙意願，此輪馬士基試艙開放在8000美元，市場的接受度一般。國泰君安則表示，受外部地緣政治因素影響，海運供給持續緊張，運費自2024年5月起持續上升。隨供給壓力緩解，需求偏平淡背景下，運費上升斜率或趨緩。
美股拖累，光伏股集體下挫，信義光能跌近5%。美國太陽能股隔晚急跌，連累香港光伏太陽能股集體下挫。摩通上日將美國光伏逆變器股SolarEdge與Enphase下調目標價，因歐洲住宅太陽能需求仍弱，令上日股價分別大跌7.45%和8.77%，也拖累美國上市的晶科能源跌近9%；Maxeon Solar跌9%；大全新能源跌1.9%；第一太陽能跌0.9%。
個股方面
專業旅運盤初一度飆升78% 發盈喜料上財年轉賺。集團發盈喜，預期截至今年3月底止年度將錄得公司擁有人應占盈利不超逾920萬港元，而去年同期公司擁有人應占虧損約220萬港元。公司預期轉虧為盈，主要由於旅遊業從新型冠狀病毒病疫情的不利影響中重大復甦，致使集團的旅遊及旅遊相關業務的收益大幅增加。
發盈喜，德林控股創階段新高。消息上，公司預期集團截至2024年3月31日止年度取得溢利不少於8000萬港元，而截至2023年3月31日止年度則取得虧損淨額約4920萬港元。期內多家族辦公室業務以及投資管理及諮詢服務產生的溢利大幅增長。
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