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港股收評:恒指升0.66%, Deepseek概念大爆發,半導體股受衝擊!
格隆匯 01-27 17:30

1月27日,恒指盤中一度升逾200點,創2025年初以來新高。午後恒指升幅在0.8%至1%區間震盪,臨近尾盤受半導體股拖累,升幅收窄。

截至收盤,恒指升0.66%,國指升0.97%,恒生科技指數升0.64%。

Deepseek概念股全天強勢,美圖公司一度大升超21%,影視股表現亮眼,內房股集體回暖,醫療設備、餐飲、汽車等板塊紛紛走高。蘋果概念股走弱,DeepSeek衝擊全球算力,半導體板塊午後跌幅擴大,中芯國際盤中一度跌逾10%。

具體來看:

科技股多數收升,百度升近4%,阿里升近3%,京東、嗶哩嗶哩、小米等收升,網易、美團小幅收跌。

影視娛樂概念股大升,騰訊音樂升超6%,網易雲音樂升超4%,貓眼娛樂、星空華文、樂華娛樂等跟升。消息面上,據燈塔專業版,截至今日16時48分,2025年春節檔(1月28日-2月4日)上映新片預售總票房突破8億,已經超過去年春節檔最終預售票房成績。

博彩股升幅居前,銀河娛樂升超3%,美高梅中國升超2%,永利澳門、金沙中國等紛紛跟升。

餐飲股上升,譚仔國際升超5%,佳寧娜升超3%,百勝中國、翠花控股升超2%,奈雪的茶、海底撈、九毛九等跟升。

半導體股大跌,晶門半導體跌超10%,中芯國際跌超7%,華虹半導體跌超6%,中電華大科技、上海復旦等跟跌。消息面上,DeepSeek衝擊全球算力,DeepSeek R1模型每百萬個token的查詢成本僅為0.14美元,而OpenAI的成本為7.50美元,便宜了98%。而且允許開源。這讓算力板塊投資人感受到了涼意。

黃金及貴金屬股下挫,復興亞洲跌超8%,壇金礦業跌超6%,山東黃金、潼關黃金等跟跌。

今日,南向資金淨買入90.76億港元,其中港股通(滬)淨買入64.76億港元,港股通(深)淨買入26億港元。

華泰證券研報表示,節前最後一週,港股重新站上兩萬點,上升因素主要有三點:一是特朗普上任後外部擾動烈度低於預期,市場風險偏好回升;二是人民幣匯率壓力減小,推動AH股溢價收斂;三是上週恒指沽空比率下降,主動型外資流出規模減少,被動型外資轉為淨流入,資金面獲得支撐。

向前看,港股或仍處於震盪格局。一方面,港股春季行情通常在春節前一週至春節假期結束前展開;另一方面,海外重要數據和會議將公佈,美股財報披露也可能對港股產生外溢效應。配置上,建議穩中求進,啞鈴組合上適當增配恒生科技標的。

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