港股午評:恒指一度衝高近1% 地緣政治擾動 石油股、黃金股走俏
格隆匯6月28日丨港股上午盤三大指數低開衝高,恒指、國指盤中一度升近1%,午間分別上升0.56%及0.62%,恒生科技指數跌0.22%表現相對較弱。

盤面上,大型科技股跌幅收窄但總體維持普跌行情,京東跌1.6%,美團跌1.4%,網易、阿里巴巴、百度、騰訊飄綠;中東不穩定局勢增強疊加美國大選,軍工股、石油股、黃金股升勢活躍,三桶油均大幅上升;Vision Pro今日國內正式發售,蘋果概念股普遍上升,煤炭股、水務股、電力股、港口及運輸股、半導體芯片股多數走俏。 另一方面,生物科技股部分下跌明顯,荃信生物閃崩大跌超27%,2日累跌近50%,體育用品股、遊戲軟件股、啤酒股普遍走低。個股方面,老鋪黃金首日上市一度飆升超70%,此前獲582.15倍認購;嘀嗒出行上市首日破發跌近10%;遠洋集團一度跌20%,遭提清盤呈請。
板塊方面
三桶油大幅拉昇,國際油價走強。消息面上,國際油價高位震盪,美原油一度刷新近兩個月高點至82.08美元/桶,目前交投於81.94美元/桶附近。石油期貨週四收高約1美元,中東和歐洲的地緣政治壓力增大,市場擔心全球原油供應受擾,儘管美國原油和汽油庫存意外增加抑制了油價升幅。布倫特原油期貨結算價週四上升1.14美元,或1.34%,報每桶86.39美元。美國原油期貨結算價週四上升0.84美元,或1.04%,報81.74美元。

黃金股再度活躍,國際金價上升。消息上,美元疲弱推動金價向上,紐約期金每盎司收報2336.6美元,升1%,現貨金曾報2328.07美元/盎司,短線走高7美元。高盛此前一份報吿中指出,持有黃金多頭頭寸具有重大價值,可以對沖美國大選後因關税、美聯儲從屬風險和債務擔憂等地緣政治衝擊而產生的通脹及地緣政治風險。

煤炭股普遍上升,煤價將有止跌回升。消息面上,據中國煤炭市場網,近期,煤炭市場維持偏弱走勢。截至6月27日,“CCTD環渤海動力煤現貨參考價”5500K、5000K、4500K三個規格品日環比分別下降4、5、7元/噸。不過,隨着7月15日正式入伏,電廠採購積極性或逐步提升,同時,二十屆三中全會有望釋放經濟向好信號,刺激用電用煤需求,而產地煤炭供應在旺季也難有增量,屆時,市場煤價將有止跌回升的可能。

個股方面
老鋪黃金首日上市一度飆升逾70%。據公開消息,該公司公開發售階段老鋪黃金獲獲582.15倍認購,國際發售獲11.9倍認購。在上一交易日的富途暗盤交易中,老鋪黃金暗盤收升53.33%,總市值超百億港元。東吳證券指出,老鋪黃金定位高淨值客户盈利能力強。

遠洋集團一度跌8%,遭提清盤呈請。消息面上,集團表示,收到美國紐約梅隆銀行倫敦分行向高等法院提出的清盤呈請,內容有關未償還由公司的全資附屬公司遠洋地產寶財IV有限公司發行及由公司擔保的於2026年到期的3.25釐有擔保票據,涉及本金總額4億美元及應計利息,公司將極力反對呈請。 遠洋稱,呈請的提出不代表呈請人能成功對公司進行清盤。於本公吿日期,高等法院並無頒佈清盤令以將公司清盤。公司不認為呈請會對公司於此階段的營運或制定整體債務管理安排造成實質性影響。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.