港股收評:恆指大漲1.8%,恆大系集體回暖
今日,港股三大指數全天維持強勢,結束連跌行情,市場情緒稍有回升。截至收盤,恆指漲1.83%報27723點,國指漲1.79%報10006點,恆生科技指數漲2.22%報7490點。
盤面上,近期連續大跌的恆大系今日全線反彈,教育股持續上漲,鋼鐵股、半導體股、汽車股、石油股、光伏股、電信股、保險股等皆現普漲行情,中藥、餐飲、醫療器械等板塊走弱。大型科技股集體收漲,快手大漲近7%,美團、京東漲超3%,小米、騰訊等均有漲幅。
具體來看:
恆大系強勢反彈。恆大汽車漲超20%,恆騰網絡漲超9%,中國恆大漲超7%,恆大物業漲近4%。
中國恆大公告稱,廣發銀行與恆大集團一直保持良好的業務合作關係,針對近期訴前財產保全民事裁定事宜,雙方經過充分溝通已經妥善解決。此外,FF今晚在美上市,FF合夥人陳喆稱:“恆大一直是我們的股東,持股很正常。”恆大汽車方面迴應稱,該公司是FF的財務投資者,對於其它情況不予置評。
教育股連續二日上漲。思考樂教育漲超25%,新東方在線漲超13%,卓越教育集團漲超8%,新東方-S漲超6%,網龍漲超3%。
鋼鐵股走強。重慶鋼鐵股份、馬鞍山鋼鐵股份漲超7%,鞍鋼股份漲超6%。興業證券研報稱,鋼材利潤大幅修復,鋼鐵股強勢上漲,第二波行情啓動。
濠賭股走強。銀河娛樂漲近5%,新濠國際發展漲近4%,美高梅中國、金沙中國漲超3%。
摩通近日發研報指出,儘管由年初至今,濠賭股的股價已調整了14%,但仍然看好澳門博彩業,予六隻濠賭股“增持”評級。雖然摩通對廣東和香港疫情爆發和重新通關進展緩慢感到失望,但強調澳門仍是通關的滯後得益者,又認爲澳門的長期價值高,相信本月起需求將逐步好轉,而港澳旅遊限制有望於第四季放寬。
區塊鏈概念股集體上漲。BC科技集團、歐科雲鏈漲超7%,衆安在線漲超6%,貨幣科技漲近5%,柏能集團、美圖等跟漲。
消息面上,馬斯克稱特斯拉可能恢復接受比特幣支付,加密貨幣今日集體上漲,比特幣漲4%重上32000美元,以太幣漲6%逼近2000美元。
醫美板塊跌幅居前。昊海生物跌超6%,福瑞醫療跌近3%,瑞麗醫美、復星醫藥等跟跌。
三胎概念股走弱。愛帝宮跌超3%,錦欣生殖跌超2%,好孩子國際等跟跌。
個股方面,小鵬汽車一度漲超6%,創上市以來新高價172.4港元,截至收盤,漲6.12%,報171.7港元,市值2925億港元。恆生指數公司此前公佈,小鵬汽車符合相關指數的快速納入規則要求,除恆生綜合指數以外,同時被納入恆生消費品製造及服務業指數,7月21日起正式生效。此外,阿裏巴巴於近期入股小鵬汽車,持股比例近15%。
上海復旦一度跌超23%,最終收7.85跌,報27港元。消息面上,上海復旦宣佈於週二日完成向詢價對象進行的初步詢價後,公司將按發行價格每股A股人民幣6.23元發行1.2億股A股,發行股份佔發行後公司股份總數約14.73%。
南向資金方面,南向資金今日淨賣出22.68億港元,港股通(滬)淨賣出14.69億港元,港股通(深)淨賣出7.99億港元。
平安證券認爲,港股重視景氣度,原材料與消費可加大關注。在下半年港股投資策略中,強調景氣度的重要性,只有較高的景氣度超預期,才能獲得資金的持續青睞。就行業而言,建議關注受益於上遊漲價的玻璃、鋁、鋼鐵、煤炭、化工等細分領域,以及消費領域的汽車整車、功能服飾及文體娛樂服務業。
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