港股收評：恒指跌0.28%，汽車股“熄火”，軍工股全天躁動
3月4日，港股低開高走，午後三大指數曾集體轉升。
截止收盤，恒生科技指數盤初一度大跌3.2%，最終收平，恒生指數、國企指數分別下跌0.28%及0.62%。
盤面上，早盤普跌的大型科技股部分轉升；傳特朗普將宣佈退出北約，軍工股拉昇明顯，黃金股全天維持升勢，啤酒股、家電股、影視娛樂股、互聯網醫療股普遍上升。汽車股大跌，三桶油走低，昨日大幅上升的濠賭股熄火，光伏股、生物醫藥股、煤炭股普跌。
具體來看：
大型科技股升跌不一，網易升超2%，百度、騰訊、嗶哩嗶哩升超1%，阿里巴巴跌近2%，美團、小米等收跌。
軍工股大升，中航科工升超6%，中船防務升超2%。消息面上，傳聞稱特朗普即將宣佈美國退出北約，馬斯克表示支持美國退出北約和聯合國。據福克斯新聞，美國眾議院今天將就“北約的未來”舉行聽證會。
黃金及貴金屬股升幅居前，靈寶黃金升超6%，招金礦業、山東黃金升超3%。摩根大通預測，到2025年第四季度，金價可能接近每盎司3000美元，這加強了其對這種貴金屬的長期結構性看升看法。該行的看升立場表明，隨着投資者在經濟不確定的情況下尋求避險資產，黃金的上行軌跡可能會繼續。隨着各國央行增加黃金儲備，加上市場條件有利於強勁需求，摩根大通預計金價將進一步上升。
鋰電池股大跌，比亞迪股份、彩客新能源跌超6%，天齊鋰業跌超3%，贛鋒鋰業、天能動力跌超2%。
汽車股全天走低，新能源車股下挫，華晨中國跌超9%，比亞迪股份跌超6%，吉利汽車跌超5%，蔚來跌超4%，理想、小鵬跌超3%。消息上，當地時間3月3日，美國總統特朗普宣對加墨關税於3月4日正式生效。有分析稱，市場憂慮美國關税影響，美國關税政策推高通脹預期，鋼鐵、汽車、電子產品等多種產品或大幅升價或面臨升價壓力。
石油股走低，中海油、中石油跌超2%。消息面上，3月3日，OPEC+發佈聲明稱，沙特阿拉伯和俄羅斯牽頭的OPEC+將在4月把日產量提高13.8萬桶。這將是該組織兩年多來首次宣佈月度增產，到2026年，日產量將逐步恢復到220萬桶。受增產影響，布油跌至71.04美元，創年內新低，美油跌至67.89美元，亦創年內新低。
今日，南向資金淨賣出12億港元，其中港股通（滬）淨賣出22.32億港元，港股通（深）淨買入10.32億港元。
展望後市，浙商證券指出，港股中長期走勢需迴歸基本面，若3月後政策加碼(如兩會釋放積極信號)與經濟數據(工業、消費、地產)改善形成共振，市場有望開啟長牛行情。科技產業升級(如AI、半導體)與低估值修復是核心驅動力。
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.
