港股覆盤:恆指小漲0.08%,華為概念股領跌大市
今日,港股三大指數收漲,恆指全天窄幅震盪。截至收盤,恆指漲0.08%報25367點,國指漲0.38%報10425點。盤面上,金價重回2000美元,黃金股強勢,招金礦業大漲近7%;電信股延續強勢,中國聯通飆漲逾12%;教育股、手遊股、乳製品、物管股普上漲;手機概念股重挫,舜宇大跌超9%,瑞聲逾跌超2%;中資券商股、航空股跌幅明顯。京東績後大漲9.48%,美團點評漲7.7%,小米集團漲6.4%。

今日,黃金行情捲土重來。其中,恆興黃金上漲8.76%,紫金礦業、靈寶黃金均大漲超6%,中國黃金國際上漲5.85%。大漲的背景下,國際金價再度回到2000美元以上。

中資電訊股經昨日稍作調整後,今天繼續發威。中國聯通(00762.HK)盤中一度暴漲超13%,收盤仍大漲11%,最新總市值為1998億港元。最近4個交易日,中國聯通已經飆升了43%。另外,中國電信今日上漲3.69%,中國移動上漲2.13%。

消息面上,中國聯通董事長王曉初表示,中國聯通正在加快與中國電信的共建共用。目前中國聯通已建成開通5G基站26萬個,今年底要達到37萬個。
周黑鴨(1458.HK)昨日收漲7.64%後,今日繼續走高,午後出現快速拉昇走勢,收漲11.74%報7.78港元,創2018年3月以來新高,總市值183.7億港元。

周黑鴨將於8月24日公佈中報。公司曾在7月底發盈警,預計中期收益同比下降約45%,中期淨虧損達4200萬元-5000萬元(去年同期則取得淨利潤2.24億元);公司稱主因自2020 年1月新型冠狀病毒的爆發及中國各地區政府隨後實施的疾病預防措施以及對消費場所的限制,對集團的營運產生了重大影響,湖北地區作為疫情中心,受影響尤為嚴重。不過,該股自今年3月底低點3.457港元反彈至今日盤中最高點,最大漲幅達125%。
今日,華為概念股則遭遇重挫。其中,比亞迪電子暴跌11.56%,舜宇光學跨界下跌9.45%,丘鈦科技下跌5.87%。

美國商務部限制華為非美國聯屬公司獲取美國技術,增列21個國家中的38間華為聯屬公司到實體清單,當華為(或其他實體清單實體)充當購買方、中間用户或最終用户涉及商務出口管制管轄範圍內的項目的任何交易,均需施加許可證要求。商務部長羅斯稱華為及其關聯公司之前通過第三方合作來使用美國技術。
除此之外,蘋果概念、電子零件、鞋類、電訊設備、電池、服裝零售商、風電股、證券等行業板塊紛紛下挫。

今日,南下資金總計淨流入10.75億港元。其中,港股通(滬)淨買入8.02億港元,港股通(深)淨買入2.73億港元。

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