港股午評：科指大跌1.73% 內險股跌勢明顯 金價上行黃金股繼續活躍
格隆匯7月16日丨港股延續昨日下跌行情，恒生科技指數一度跌至2%，午間收跌1.73%抹平此前2日強勢升幅，恒指、國指分別下跌1.37%及1.34%，恒指再失萬八關口，市場情緒再度降至低迷。
盤面上，大型科技股繼續下跌大市依舊承壓，快手、百度跌近4%，京東跌2.44%，騰訊跌2%，美團、小米、阿里巴巴均跌超1%；保險股下跌明顯，中國平安跌超5%領銜下跌，6月體育娛樂品類社零同比小幅下滑，體育用品股繼續下跌行情；消費電子股下挫，利好出盡？TCL電子發盈喜倒跌近12%；港口航運股、煤炭股、教育股、手遊股、濠賭股、汽車股、生物科技股等紛紛下跌。 另一方面，豬肉概念股強勢， 擬分拆史密斯菲爾德在美國獨立上市，萬洲國際逆勢上升近4%；AI手機或開啟蘋果新一輪換機週期，蘋果概念股齊升，黃金股、風電股持續活躍。
板塊方面
金價站上2430美元，黃金股逆勢走強，山東黃金升6%。金價走強帶動港股市場黃金股逆勢上升。倫敦金現昨日盤中一度升至近2440美元，逼近5月20日創出的歷史最高位(2450.1美元)。
體育用品股繼續走低。山西證券指出，2024年6月，體育娛樂品類社零同比小幅下滑，預計主要受到不利天氣、618大促前置影響，但年初至今體育娛樂品類社零增速依舊達到雙位數以上，體育消費需求韌性較強，伴隨奧運催化，運動服飾景氣有望持續。申萬宏源則表示，運動品牌陸續發佈二季度經營數據，安踏旗下主品牌/FILA品牌/其他品牌零售額增長高/中單位數/40-45%；特步主品牌增長10%，環比一季度加速增長；361度成人裝/童裝線下零售額增長10%/中雙位數，電商渠道增長30-35%。庫存均保持健康，折扣收緊，運營質量較好；重磅體育賽事在即，品牌營銷與產品發力，有望驅動線下客流與銷售轉化。
個股方面
金蝶國際續跌6% 大摩稱公司指引有下行風險 下調目標價至10港元。大摩發表研究報吿指，預期金蝶國際今年上半年營收將按年升12%，低於早前15%至20%的全年按年升幅指引，同時預期金蝶雲訂閲服務年經常性收入(ARR)增長率將有5個百分點的落差，料僅增25%，低於指引增30%；主要由於中小企需求疲弱，資訊科技預算缺乏韌性，拖累新預訂表現，公司指引有下行風險。該行將金蝶國際目標價由14.6港元下調至10港元，維持“增持”評級，同時預計其基礎業務將可跑贏同業。
統一企業中國大跌超8%，網傳方便麪酸菜包驚現老鼠頭。消息面上，7月14日，浙江省杭州市民吳先生購買統一老壇酸菜牛肉麪食用，從中吃出老鼠頭。統一回應稱，公司已安排專人與消費者進行聯繫確認核實。
東方海外國際盤中跌超7%創近3個月新低，Q2運載力同比下降3.4%。集團昨晚公佈，第二季總收入22.65億美元，同比增加14.4%。總載貨量上升0.9%，運載力跌3.4%，整體運載率同比升3.6%，每個標準箱的整體平均收入升13.4%。
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