港股收評:恆指下挫231點,恆科指跌2.37%,電力、汽車板塊走弱
港股午後短線拉昇但未能走出反轉行情,三大指數再度下跌吞沒此前反彈漲幅,並創下調整低價。截止收盤,恆指跌1.4%下挫231點,國指跌1.53%,恆生科技指數跌2.37%險守3100點。南下資金逆勢淨流入83.78億港元,大市成交額放大至1267億港元。

盤面上,受美股中概股大跌影響,回港中概股齊挫,再鼎醫藥跌超12%表現最差,網易、百度、嗶哩嗶哩等紛紛跟跌,騰訊跌近5%創2017年5月以來新低;電力股、手遊股跌幅靠前,汽車股跌勢不止,“蔚小理”盤中均創上市新低價;餐飲股、教育股、家電股、特斯拉概念股、內房股與物管股紛紛走低。另一方面,半導體股全天表現強勢,航空股、中資券商股、石油股、軍工股午後拉昇上揚。
回港中概股齊挫,再鼎醫藥跌超12%表現最差,網易、百度、嗶哩嗶哩等紛紛跟跌,騰訊跌近5%創2017年5月以來新低。

電力板塊跌幅居前,華電國際電力股份跌8.36%,大唐發電跌5.2%,華能國際電力股份、華潤電力跌超4%。

汽車股跌勢不止,蔚來跌5.72%,吉利汽車、小鵬汽車、理想汽車跌超4%,廣汽集團跌2.16%。

教育板塊下跌,天立國際控股跌10%,卓越教育集團、大地教育跌超6%,新高教集團、新東方、中教控股跌超4%。

內房股與物管股齊跌,綠城中國、佳兆業美好、濱江服務跌超12%,遠洋服務跌9.2%,龍光集團跌7.53%,融創服務、寶龍商業跌超5%。


半導體全天表現強勢,華虹半導體漲5.64%,中芯國際漲1.55%。

航空股漲幅居前,中國國航漲3.32%,中國東方航空漲2.17%,中國南方航空漲1.91%,北京首都機場漲0.94%。

南向資金方面,南下資金淨流入83.78億港元,其中港股通(滬)淨流入43.57億港元,港股通(深)淨流入40.21億港元。

華泰證券認爲,當前港股嚴重超賣,多重指標發出買入信號:一是破淨個股佔比:破淨(PB-MRQ<1)個股佔比雙頂與市場雙底形態對應,上週港股破淨個股數量升至1619家,佔全部港股的62.3%,創近5年新高;二是AH溢價/新經濟龍頭AH溢價:上週恆生AH溢價指數高位上行至152.18,南下資金淨流入147.1億港元,30日移動平均自9月初回升;以2022年PEG衡量,消費電子/雲計算/半導體設備/生物製品/化學制藥等新經濟板塊港股稀缺性龍頭的估值已經顯著低於A股;三是回購額:股票回購規模增加是市場見底的信號之一,上週港股周度回購額創新高,9月回購額184.84億港元,創月度新高。
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