港股午評:恆指跌0.06%,科技股走勢分化,石油股集體走強
格隆匯11月24日丨港股上午盤三大指數盤中跳水,臨近午盤小幅回升。恆指跌0.06%報24637點,國指跌0.62%報8773點,恆生科技指數跌0.56%報6287點。南下資金半日淨流入31.56億港元,大市半日成交額為728億港元。

盤面上,大型科技股走勢分化,快手大漲7%,百度、美團漲0.6%,小米績後大跌近7%,阿里巴巴、騰訊跌超1%;互聯網醫療股跌幅靠前,餐飲股繼續走低,近日反彈的恆大概念股、在線教育股集體下挫,半導體股、手遊股、家電股、建材水泥股普跌。 另一方面,受政策利好影響,綠電概念股全線拉昇,華潤電力、中廣核新能源均漲超7%,煙草概念股繼續走高,多國聯合釋放SPR雷聲大雨點小!石油股集體走強,中石油漲2.7%;新能源汽車股小鵬汽車績後漲近10%創歷史新高。
多國聯合釋放SPR雷聲大雨點小!石油股拉昇。此次美國在一眾原油消費大國中釋放了最多的SPR,高達5000萬桶。但是其中有相當大一部分(大約3200萬桶)僅僅只是借出,以後是要歸還的;只有1800萬桶是真正流入市場銷售的。此外,別的消費國SPR釋放量也並沒有很足,比如印度釋放了500萬桶,而英國僅有150萬桶。 總體來看,此次多國聯合釋放SPR增加的市場供應量相當小,而油價的走勢很明顯表示市場在期待更多。接下來的焦點將轉移到OPEC+在下週召開的會議上會對此次SPR釋放採取什麼樣的迴應。

綠電概念股拉昇,中證監正在研究支持碳達峯碳中和目標的政策措施。方星海表示,中國證監會正在研究制定資本市場支持碳達峯碳中和目標的政策措施,加大對綠色低碳企業的融資支持力度,研究完善上市公司環境信息披露制度,引導市場主體樹立綠色投資理念,積極參與國際證監會組織可持續金融相關工作。

快手-W盤中大漲近15%,三季度收入超市場預期。三季度快手收入達205億元,同比增長33.4%,高於市場一致預期的201億元。其中,線上營銷服務收入109億元,為第一大收入來源;直播收入77億元,環比增長7.4%,直播DAU滲透率增至78%。平台電商交易總額(GMV)達1758億元,同比增長86.1%。

利好疊加,首程控股(00697.HK)續升超6%,4日連漲15%。昨日公司獲董事會主席趙天暘增持10萬股,涉資約18.20萬港元。日前北京兩大機場項目獲續期,公司停車業務“特許經營”屬性提升。已實現了對北京機場停車領域的全覆蓋,夯實了在機場停車領域的領先地位。 值得一提的是,與天津市西青區中北鎮鎮政府下屬企業共同設立停車管理公司,為公司擴大品牌影響,開拓全國其他市場建立了良好的開端。據悉,拿下天津項目後,後續還有幾個市級項目啟動。

周大福盤中大跌超14%,經調整毛利率下跌11.6%至23.5%。中期盈利35.8億元,同比增60.4%,主要受惠於黃金借貸未變現收益約4億元,而去年同期則虧損5.17億元。如撇除有關因素,以及去年錄資產減值、税率較低等影響,主要經營溢利按年增9.6%,至44.72億元;扣除黃金借貸的未變現虧損或收益影響,經調整後毛利率下跌11.6%至23.5%。 花旗發研報稱,主要由於金價下跌,經調整毛利率疲軟,核心利潤率低於預期(同比下降6.4個百分點至10.1%)。該行稱,由於基數較高,公司下半年增長將放緩。該行預計新店快速擴張將支持2023及24財年27%的盈利增速。該行維持該股買入評級,但由於調整2022-24財年純利預測,故將該股目標價由21.3港元微調至20.7港元。

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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.