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港股收評:恒指跌2.02%,科技股集體大跌,黃金、醫療股全線下挫

2月6日,港股三大指數全天維持跌勢,市場情緒普遍低迷。截止收盤,恒指跌2.02%下挫438點,並錄得3連跌行情,恒生科技指數一度跌至4.3%,最終下跌3.65%,指數連續回撤。今日南下資金淨流入40.55億港元,大市成交額為1360億港元。

盤面上,大型科技股集體下跌帶領大市下挫,快手、美團均跌5%,小米跌4.9%,京東、網易、百度、阿里巴巴、騰訊皆走低;美非農大超預期美元走強,黃金等有色金屬股承壓大跌;中紀委發文劍指醫療行業,生物科技股、醫療設備股下跌明顯;蘋果概念股、汽車股、餐飲股、內房股與物管股紛紛下跌。另一方面,惟香港本地銀行股、教育股部分逆勢上漲,匯豐控股收漲1.25%。

具體來看:

大型科技股集體大跌,嗶哩嗶哩、快手、美團等跌超5%,小米跌超4%,京東跌超3%,網易、百度、阿里、騰訊等跟跌。工業與信息化部運行監測協調局近日發佈“2022年互聯網和相關服務業運行情況”報吿。數據顯示,2022年,中國規模以上互聯網和相關服務企業總收入達1.46萬億元人民幣,比上一年下降1.1%,是過去十年(2013年)該數據統計以來首次出現同比下滑。

貴金屬概念大跌靠前,中國白銀集團、山東黃金跌超6%,紫金礦業、港銀控股跌超5%,招金礦業跌超4%。中金公司認為,往前看,通脹下行為實際利率騰挪向上空間的傳導路徑仍未改變,疊加短期增長預期提振或推動美債利率曲線陡峭化,前期市場預期及其驅動的短期投機持倉或尚餘調整空間,也意味着黃金投機溢價在短期內仍存出清壓力。中長期來看,年內金價走勢的核心決定因素或為美國經濟基本面情況。

物管股持續下挫,正榮服務、碧桂園服務、越秀服務跌超6%,新城悦服務、金科服務、時代鄰里等跌超5%。據克爾瑞的初步數據,1月中國前百開發商合同銷售額環比/同比下降47.4%/31.7%至3,994億元人民幣,因為今年春節假期較早且主要城市缺乏新盤推售。交銀預計2月份的銷售將在低基數的情況下有所改善,但實質性的復甦仍有待購房者信心的恢復。

醫藥、醫療股全線殺跌,心通醫療、諾輝健康跌超10%,啟明醫療、微創醫療等跟跌。消息面上,今日,中紀委官網上刊發頭條文章《嚴查醫療領域隱蔽利益輸送》,直指醫療行業腐敗。文章指出,隨着查處力度不斷加大,醫療領域風腐問題不斷隱形變異、迭代升級。醫療領域專業性較強,相關違紀違法行為具有一定隱蔽性,問題不易被察覺。但貪腐手段再隱蔽,總會留下痕跡。實施“小切口”突破、“靶向式”查處,相關問題還是有跡可循。

汽車股走低,長城汽車跌超6%,蔚來跌超5%,小鵬汽車、零跑汽車跌超4%,理想汽車、吉利汽車、比亞迪股份跌超3%。乘聯會日前發文稱,1月市場總體由於車購税等部分政策到期,加上春節放假時間引導消費需求前置,行業終端價格持續下滑,刺激需求,也激發了消費者的購買慾望,春節前兩週車市的暴增也是必然驅動市場的強增長。新能源銷量的增長達到了一個瓶頸階段,在2023年新能源政策退市後,銷量增長會是一個嚴峻的問題。新能源車型前期漲價過多,訂單較少,再疊加特斯拉等頭部企業降價,造成了消費者的觀望情緒,環比下降較大。

今日,南下資金淨流入40.55億港元,其中港股通(滬)淨流入13.22億港元,港股通(深)27.33億港元。

展望後市,銀河證券表示,2023年港股市場將企穩反彈,迎來結構性牛市機會。該機構認為2023年以食品飲料、醫藥生物、酒店、旅遊、交運等為代表的消費領域、內地房地產政策對港股市場支持作用的地產上下游產業鏈以及如科技創新板塊(關鍵材料、核心元器件、基礎軟件、基礎零部件等領域)的港股估值窪地,將構成2023年港股投資三條主線。

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