港股午評:恆指跌0.46%,體育用品板塊領跌,石油股延續強勢
格隆匯10月6日丨港股上午盤主要指數高開低走,三大指數盤中均跌超1.2%。截止午間收盤,恆指跌0.46%報23992點,國指跌0.9%報8438點,恆生科技指數跌0.83%報5905點。大市半日成交額為569億港元。
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盤面上,權重科技股漲跌參半,小米、美團跌1.4%,阿里巴巴漲2.37%,快手、網易漲超1%;體育用品股領跌,李寧大跌超6%,恆大概念股、餐飲股、藥品股、半導體股、乳製品股、豬肉概念股普遍下跌,海底撈錄得5連跌。 另一方面,環保股、水務股強領漲,石油股、電力股繼續走強。
水務股逆勢上揚,北控水務(0371.HK)大漲超13%創一年半新高。中國水務近日與貴州樂水訂立合作協議,集團進一步拓展於貴州的直飲水業務。另外,國家發改委於今年8月印發文件顯示,於10月1日起實施的城鎮供水價格的定價及成本計算方法新規則,取代已經實施約20年的舊規則。有券商指出,作為自來水供應運營商,水務股在新規則下將可受惠。
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豬肉概念股集體下跌,豬價維持跌勢。據豬價系統監測顯示,今日所監測的26個省市中,生豬價格有0漲21跌5平,下跌地區佔到全部監測的81%,豬市整體處於“大面積下跌”態勢。豬肉行情的走跌,最基本的原因就是產能迎來了利好恢復,且市場供應明顯增多,需求不給力。如今的生豬均價從年內最高價18元跌至5.21元/斤,累計跌了71.7%,北方地區豬價已進入4元大關,而養殖成本卻達到8元一斤,這表明一頭豬要虧上1000元左右。
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蘋果概念股多數走弱,消息稱iPhone 13買家面臨比預期更長的交貨時間。據日經亞洲,自4月以來,越南新冠肺炎確診病例激增,製造業受到較大沖擊。由於蘋果公司的iPhone 13攝像頭部分零部件在越南生產和組裝,這也導致新款iPhone四個型號的供應鏈受阻,交付時間將長於預期。
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中國石油(0857.HK)漲超4%站上4港元關口,為2019年5月以來首次。隔夜布油漲至83.13美元,創2018年10月以來新高;美油漲至79.48美元,創2014年11月以來新高。
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中廣核新能源(1811.HK)逆勢升超8%再度破頂,市值達375億港元。近期限電限產的現象引發市場關注。中金稱,社會各方會加大對綠電需求,加速高耗能企業進入綠色電力市場。基於公司目前在建項目量及大型項目按進度推進,安信國際預期年內公司新增併網權益裝機達到1GW規模。風電項目發電量大幅增長,將推動公司整體業績快速增長。
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