港股午評：科指大跌1.83% 恒指再度失守萬八關口 金價上升黃金股走強
格隆匯7月5日丨港股上午盤三大指數單邊下跌，恒生科技指數大幅下挫1.83%表現最差，恒指、國指分別下跌1.09%及1.27%，恒指再度失守萬八關口，市場情緒陷入低迷。
盤面上，作為市場風向標的大型科技股全線下跌，快手、百度、美團、網易跌超1%，京東、騰訊、阿里巴巴均走低；此前表現強勢的軟件股、AI概念股下跌明顯，商湯大跌13%領銜下跌；仔豬價格大跌，豬肉概念股齊跌，體育用品股、煤炭股、蘋果概念股、半導體芯片股等紛紛下跌。 另一方面，國際金價3連升，市場等待非農數據指引，黃金股逆勢走強，水泥迎來下半年第一波上調，建材水泥股走俏，大摩對內地煤氣行業更有信心，燃氣股多數上升。
板塊方面
現貨黃金3連升，黃金股逆勢上升。倫敦金現目前升至2360美元上方，暫錄得3連升。瑞銀全球貴金屬團隊預計，2024至2026年金價將保持強勁穩定，並將金價預測上調至每盎司2365至2775美元。壓軸登場的6月非農報吿，預計該報吿將顯示美國勞動力市場狀況將有所降温。如果數據符合預期，這無疑將增強美聯儲降息的理由，從而利好貴金屬。
燃氣股普遍上升，華潤燃氣領升且刷新階段高價。大摩發表有關內地煤氣行業的研究報吿指，即使憂慮近期毛利及產量，但對整體行業更有信心。該行指，就基本面而言，見到整個板塊透過毛利擴張及對煤氣的需求自然上升而有所改善，相信內地對煤氣的需求至少到2030年仍會維持高單位數的增長，近期城市的煤氣用量依然維持在健康水平。該行升新奧能源評級至“增持”，上調潤燃目標價至33.4港元列為行業首選。
豬肉概念股走低。今年3月份以來，在生豬市場底部回暖的行情助推下，仔豬價格一路水升船高。至6月中旬，部分地區7公斤重斷奶仔豬價格一度達到750元/頭上下。不過，近半個月來，仔豬市場價格出現顯著下行，有部分市場15日內最大價差達每頭200元。同時，仔豬市場已出現了滯銷的消息。
個股方面
康師傅5連升創近9個月新高，上調經典系列方便麪售價。有媒體稱，近日在社交媒體上，數個地區的網友發佈康師傅自7月1日起上調部分方便麪產品價格的消息。康師傅在電商平台官方旗艦店的客服證實，康師傅經典系列方便麪確已全國統一調價。
速騰聚創暴跌近68%，上市半年禁售期結束。速騰聚創今年1月5日上市，今早上市半年禁售期完結，逾1816萬股解禁，佔已發行股數4.04%，涉資9.26億港元。 公司主要從事開發、生產及銷售用於高級駕駛輔助系統(ADAS)應用以及機器人和其他非汽車行業(如清潔、物流、工業、公共服務及檢驗等)的激光雷達產品，也提供激光雷達感知解決方案和技術開發及其他服務。
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