港股午評:恒指微升0.07%,內房股飆升,半導體股跳水
格隆匯4月11日丨隔夜美股上升,港股復活節後高開,三大指數臨近午盤短線下挫,恒生科技指數轉跌至0.99%,恒指微幅上升0.07%。南下資金半日淨流入24.69億港元,大市成交額為754億港元。

盤面上,大型科技股紛紛下跌使大市承壓,百度跌7%,騰訊跌2.5%,網易、京東、快手皆下跌,阿里巴巴升約1%;樓市回暖疊加機構唱好,內房股與物管股大升居前,龍光集團飆升飆升19%表現最佳,中國金茂、碧桂園等個股升幅居市場前列;AACR大會召開在即,生物科技股全線拉昇,電力股、建材水泥股、中資券商股等多數上升。 另一方面,半導體股跳水轉跌,華虹半導體跌近5%,電信股、手遊股、煤炭股齊跌,三大運營商表現疲弱,中國電信跌近4%。
板塊方面
樓市回暖,內房股大升,龍光集團飆升19表現最佳。根據克而瑞統計數據顯示,今年1-3月,15個重點城市二手房成交面積累計同比增長66%,3月同比增長98%,環比增長49%。熱點城市如上海單月銷售面積已達到2021年8月以來的新高,深圳達到2021年5月以來的新高,北京更是位於近6年高點。 隨着房地產市場的回暖,半夏投資李蓓日前高喊,當前的房地產存“十年一遇級別”投資機會,“地產股=2016年初的煤炭股”。高盛也高呼中國地產美元債存在“高回報機會”。瑞銀估計,今年二季度同比住房銷售增長應更強勁,全年增長或優於預期。

生物科技股全線拉昇,AACR大會召開在即。消息面上,2023年AACR大會預計於4月14日至19日在美國弗羅裏達奧蘭多舉辦。超過20家A+H創新藥企業將在本次AACR上披露創新品種的數據。業內人士表示,2023AACR即將召開,多家藥企披露重磅品種臨牀數據。有機構稱,創新藥行業仍在底部,在醫保放量和政策支持下,有望逐漸修復。

內險股普升,機構指保險拐點已現,行業復甦確定性大幅提升。國泰君安最新研報表示,從年報和調研情況來看,普惠型保險對商業保險需求端替代的負面影響已經過去,同時各家保險公司堅持走增長更為確定的優質代理人發展道路,使得23年保險復甦的確定性大幅提升。該行認為市場應提升對保險行業復甦的關注度,建議增持保險板塊。

個股方面
華電國際盤中升超10%,煤價持續下行,火電盈利能力有望進一步修復。天風證券發佈研報稱,公司發電業務盈利能力有所修復,2022年公司發電毛利率同比提高8pct至2.32%;目前煤價仍在持續下行,火電盈利能力有望進一步修復。此外,公司參股新能源和煤炭企業增厚收益。天風證券維持公司買入評級。

高鑫零售升超6%創一個半月新高,機構看好行業前景。鑑於中國重新開放後食品零售業格局整合及明朗化,銷售前景趨穩定,花旗預計集團的盈利將在2024至25財年恢復復甦軌跡,最差的時候已在2023財年過去。值得一提的是,此前阿里宣佈六大業務集團未來或將獨立上市,阿里概念股表現活躍,高鑫零售區間累計升幅近30%。

商湯高開低走跌近4%,宣佈推出“商湯日日新大模型”。商湯科技董事長兼首席執行官徐立昨日宣佈推出大模型體系“商湯日日新大模型”,包括自然語言生成、文生圖、感知模型標註、以及模型研發功能。此外,商湯科技還宣佈推出了商湯自研中文語言大模型應用平台“商量”。

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