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港股收評:三大指數齊挫,物業管理、內房股大幅下跌

港股全天表現弱勢,恆指跌1.13%,國指跌1.3%,恆生科技指數跌1.3%。今日南下資金逆勢淨流入14.45億港元,大市成交額為872億港元。

盤面上,權重科技股紛紛走低,阿里巴巴跌超3%,百度、騰訊跌2.7%,小米、京東、網易皆下跌;花旗指房地產基金僅為保交樓,不足以化解內房危機,內房股與物管股重挫,尾盤跌幅進一步擴大,碧桂園服務領跌,力高健康生活尾盤跳水暴跌近83%;在線教育股、手遊股、餐飲股、汽車股、生物科技等熱門股全天萎靡。另一方面,軍工股逆勢上揚,富士康概念股鴻騰精密尾盤拉昇,豬肉概念股、航空股部分走強。

具體來看

權重科技股紛紛走低,阿里巴巴跌超3%,百度、騰訊跌2.7%,小米、京東、網易皆下跌。

內房股與物管股齊挫。物管股中,碧桂園服務跌近22%,新城悦服務、寶龍商業、時代鄰里跌超10%,金科服務、雅生活服務、融創服務跌超8%。

內房股中,碧桂園跌超15%,旭輝控股集團跌近12%,中駿集團控股、寶龍地產、時代中國控股跌超8%,新城發展、合景泰富集團跌超7%。

體育用品股普跌,滔搏跌5.22%,中國動向、安踏體育、李寧跌超3%,361度跌2.72%,波司登、本間高爾夫跌超1%。

歐洲運動用品商阿迪達斯調低本財政年度業績預測,主要由於預期中國市場復甦較預期疲弱,以及其他經濟體可能出現衰退。阿迪達斯最新估計,在今年餘下時間,大中華地區收入可能錄得雙位數跌幅;集團整體收入將有中至高單位數升幅,原預期為增長11%至13%。

教育板塊跌幅居前,中國職業教育跌超9%,天立國際控股、中教控股跌超7%,宇華教育、東軟教育跌超5%,大地教育、中彙集團等紛紛下跌。

汽車股走低,理想汽車跌超4%,吉利汽車、蔚來跌超3%,長城汽車跌超2%。

醫藥外包概念股集體走弱,方達控股跌5.56%,藥明康德、藥明生物跌超4%,凱萊英、昭衍新藥跌超2%,泰格醫藥跌1.66%。

半導體板塊表現低迷,晶門半導體跌5.45%,宏光半導體跌3.83%,芯智控股、中芯國際跌超2%。

個股方面:

高偉電子逆勢漲超9%,報14.5港元。據悉,在9月份推出“iPhone 14”系列之前,蘋果已經增加了來自供應商的零部件訂單。特別要指出的是,蘋果已經吿知供應商,iPhone 14上市後的初期銷量將高於一年前的iPhone 13。此前,知名蘋果分析師郭明錤表示,高偉電子將成為iPhone 14系列前置相機升級的贏家之一,其受益於CCM和VCM的垂直整合。

中船防務逆勢漲超13%。公司預計中期大幅扭虧為盈。機構點評表示,扭虧體現行業高價訂單到船廠高盈利的彈性的邏輯開始兑現。

今日南下資金淨流入14.45億港元,其中港股通(滬)淨流入5.46億港元,港股通(深)淨流入8.99億港元。

展望後市,興證國際指出,港股近期在兩萬點上方持續縮量企穩後,隨着外圍市場回暖展開反彈,成交額略有放大,但仍不足千億港元。各板塊普遍都有上漲,市場經過一週左右的壓抑之後,多頭力量也有所凝聚。美聯儲即將召開為期兩天的決策會議,結果將於本週四凌晨公佈,加息75個基點預期充分計入市場。屆時不確定因素將消除,對市場情緒有一定的積極作用。相應的,港股在四季度的前景將會改善。恆指料繼續固守兩萬關,維持防守反擊策略。

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