港股午評：三大指數皆創調整新低，權重科技股下挫，零售股走強
格隆匯9月19日丨港股上午盤三大指數延續上週跌勢，國指跌0.96%，國指跌1.24%，恆生科技指數跌2.04%，三者皆刷新調整低價。南下資金半日逆勢淨流入9.86億港元，大市成交額為512億港元。
盤面上，權重科技股繼續下跌拖累大市走低，網易、阿里巴巴跌超3%，小米、百度、京東、騰訊等齊跌；職業教育股下跌明顯，生物醫藥股、半導體股、軍工股、區塊鏈概念股、影視娛樂股、內房股與物管股紛紛下挫，新能源汽車股跌勢不止。 另一方面，香港考慮取消酒店強制隔離規定，香港本地股多數逆勢走俏，零售股領銜，鋰電池股、餐飲股部分走強，呷哺呷哺月內累計升幅30%。
板塊方面
香港本地股逆勢上漲，零售股周大福領漲，香港考慮取消酒店強制隔離規定。摩根大通最新將周大福珠寶集團評級上調至超配。據港媒稱，香港醫務衞生局局長盧寵茂日前表示將積極考慮改善現時的入境人士酒店檢疫方案。據悉，香港短期內將取消“3+4”入境檢疫安排，變為“0+7”。此外，已多次延長的現行社交距離措施有望部分“鬆綁”。
內房股全線回落，小摩稱即使有政策放鬆預期反彈也不會持續。摩根大通9月16日發表報吿指，自8月中以來，內房股表現跑贏MSCI中國指數17%。到目前為止的反彈已經持續了26個交易日，而過去五次反彈的平均時間只有22天。摩根大通認為，即使有政策放鬆的預期，內房股反彈亦不會持續。
個股方面
呷哺呷哺續漲6%，月內累計升幅30%，跨界佈局燒烤。消息上，呷哺集團新品牌趁燒首家門店將在9月24日正式亮相上海。業內人士稱，火鍋和燒烤是餐飲行業最大的兩個賽道，呷哺集團此次新品的推出，或為公司集團化、多品牌化、多業態佈局方面落下一子，成為其爭奪餐飲市場的新王牌。另外，呷哺集團相關負責人此前透露，呷哺呷哺8月份營業額明顯復甦，環比增長10%左右。
達利食品逆勢漲約4%，券商指下半年業績預將明顯改善。海通國際日前予達利食品“優於大市”評級，目標價4.88港元，較現價有35%左右漲幅。據公司半年報，隨着疫情逐步好轉，該行相信憑藉不斷強化的執行力，優秀的產品和營銷創新能力，下半年業績預將明顯改善。另外，在9月13日南下資金淨買入公司34.95萬股，連續3日增持。
中國生物製藥跌超6%，多家大行稱疫苗銷售表現不理想。此前，瑞銀予中生製藥“買入”評級，下調今年至後年每股盈利預期53%/30%/28%，以反映來自合資公司的利潤降低(科興疫苗的貢獻)，目標價由8港元下調至7.5港元。野村下調集團今明兩年收入預測各1%，純利預測亦分別調低34%及9%，反映來自新冠疫苗聯營的投資收益減少。而股份目標價由8.19港元降至7.78港元，評級維持“買入”評。瑞信指科興疫苗的銷售表現不理想，仍然是下半年的一個拖累因素。該行指，將其2022至2024財年每股盈利預測分別下調44.5%/24.8%/4.1%，以反映科興疫苗利潤貢獻份額減少，目標價由8港元下調至6.8港元。維持其“跑贏大市”評級。
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