港股午評:恒指跌0.41%,中資券商股大肆走低,內房股、內銀股表現活躍
格隆匯10月14日丨港股上午盤三大指數呈現探底回升行情,截止午盤,恒指、國指分別下跌0.41%及0.18%,二者盤中一度跌至2.6%,恒生科技指數跌1.64%,曾大跌4.7%。

盤面上,臨近午盤科技股跌幅持續收窄,京東轉升至0.66%,阿里巴巴、騰訊跌幅在0.5%以內,小米、百度、美團、快手跌幅均有所收窄;財政部放出穩樓市大招,內房股再度活躍走強,金輝控股大升14%領銜,華潤置地、中國海外發展、龍光集團等皆上升;房市火爆帶動按揭升温,內銀股全線上升,農業銀行升超4%,工商銀行升3.85%;美通脹數據推動金價反彈,中東緊張局勢仍不斷加劇,黃金股集體上升,鋁、銅等有色金屬股齊升;集運指數(歐線)主力合約早盤大升超19%,港口及海運股多數走俏。另一方面,前期大升的中資券商股大肆走低,被中國證監會立案,中金公司跌超4%,招商證券更是大跌近8%,體育用品股、乳製品股、濠賭股、餐飲等消費股齊跌。
板塊方面
黃金股逆勢走強 中國黃金國際升6% 地緣政治緊張。消息上,近日中東緊張局勢仍不斷加劇;朝鮮人民軍總參昨日下達作戰預備指示,軍事緊張事態一觸即發。另外,現貨黃金上週五升超1%,目前升0.3%重回2650美元/盎司上方。華源證券表示,在美聯儲11月降息幅度下降預期和再通升預期交織下,金價維持高位震盪。

汽車股集體下挫,電動汽車反補貼案中歐雙方還存重大分歧。商務部新聞發言人12日就歐盟電動汽車反補貼案中歐磋商情況表示,遺憾的是,歐方始終未積極迴應涉及中歐業界核心關切的問題,雙方還存在重大分歧,到目前為止,磋商仍未達成雙方均能接受的解決方案。 另外還值得注意的是,中汽協最新數據顯示,9月,汽車產銷分別完成279.6萬輛和280.9萬輛,環比分別增長12.2%和14.5%,同比分別下降1.9%和1.7%。

體育用品股集體下挫:安踏跌近9%,滔搏跌超6%。消息面上,安踏公佈,第3季度FILA品牌的零售金額同比錄低單位數百分比下跌,安踏品牌零售金額同比錄中單位數百分比增長,其他品牌的零售金額同比升45%至50%。

個股方面
珩灣科技盤中升6.5%再創新高 月內累計升幅近30%。該公司是一家投資控股公司。主要在中國香港、中國台灣、美國、馬來西亞、加拿大等國家與地區經營業務。此前公佈的中期業績顯示,上半年收入5729.8萬美元,同比上升28.38%;股東應占利潤1910.3萬美元,同比增長55.02%。

十月稻田再跌超25% 股價創上市新低 上市前投資者即將迎來解禁。消息面上,十月稻田即將迎來IPO前投資者一年的股份解禁期,此前公吿顯示,包括雲鋒基金旗下YF Mega Media (HK)、Sequoia Capital China Growth(紅杉中國)、策然投資等在內的上市前投資者的禁售期截止日期為2024年10月12日。值得注意的是,10月7日,十月稻田發生存倉異動,存倉比例為34.61%,存入經紀商為中國國際金融香港證券。

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