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港股收評:恒科指升2.16%,科技股大升,汽車、中資券商股全天強勢

港股低開高走,三大指數午後快速拉昇上升,恒生科技指數一度升近3%,收升2.16%報4254點,恒指、國指分別升1.68%和2.05%。南下資金全日大幅淨流入90.23億港元,大市成交額為1365億港元。

盤面上,大型科技股午後拉昇助力大市走俏,美團升約5%,小米升3.6%,騰訊、網易、阿里巴巴皆上升;崔東樹指4月車市增長將是驚人的高增長,汽車股全天強勢,造車新勢力“蔚小理”領升;首季行業多股業績大增,中資券商股走強,中字頭股普遍走高,大型基建股方向領升;濠賭股、石油股、航空股、煤炭股等齊升,中國石油升5%錄得5連升。另一方面,行業銷售價格下降,建材水泥股逆勢走低,中國建材績後大跌近8%,近期活躍的黃金股、生物醫藥股集體回調,招金礦業跌近3.6%。

具體來看:

大型科技股多數上升,小鵬汽車升超12%,蔚來升超6%,聯想集團、理想汽車升超5%,美團升超4%,小米集團、中芯國際等跟升。

汽車股大升,小鵬汽車升超12%領銜上升,蔚來、長城汽車升超6%,理想汽車、零跑汽車升超5%,吉利汽車、北京汽車等跟升。

消息上,乘聯會祕書長崔東樹日前發文稱,2023年中國汽車市場面臨逐步向好的走勢,1-2月的汽車市場受到春節因素和補貼退出等影響較大。受到去年低基數的推動,3月中國汽車市場的商用車恢復較強,乘用車市場受到促銷戰的影響而恢復較慢。4月的車市增長將是驚人的高增長。中汽協數據顯示,一季度車市延續以往亮點,新能源汽車持續高增長,出口迎開門紅。

中資券商股強勢,申萬宏源升超8%領銜上升,興證國際升6%,中金公司、廣發證券升超5%,華泰證券、招商證券、光大證券等跟升。

消息面上,多家券商一季度業績報喜。其中,中泰證券淨利大增超420%,近5年來首次超過10億元。此外,方正證券、申萬宏源、東方證券的歸母淨利潤分別同比增16.55%、87.77%、525.67%。有機構指出,全面註冊制正式實施,資本市場迎來較好發展契機。

“三桶油”拉昇!中國石油升超5%至5.34港元,股價再創新高,中國石油化工升超3%,中國海洋石油升超2%。

美國能源信息署(EIA)在4月11日發佈的最新短期能源展望(STEO)報吿中上調了其對2023年和2024年布倫特原油現貨平均價格的預測。根據4月份的STEO報吿,EIA現在預計今年布倫特原油現貨價格平均每桶為85.01美元,明年平均每桶為81.21美元。另外,興業證券表示,能源產業鏈作為國企佔比最高的方向之一,將充分受益於“中特估”帶來的估值修復。

近期強勢的黃金股集體回撤,靈寶黃金跌近14%,招金礦業跌超3%,山東黃金跌超2%。

業內人士認為,現階段黃金市場充滿着矛盾情緒,積極的經濟數據讓投資者看到希望,而美聯儲的強硬講話又讓其陷入恐慌情緒。短期來看,金價仍會因客觀因素作用而產生波動;長期來看,金價或將迎來一波趨勢性上升行情。

農產品股跌幅居前,華聯國際跌超5%,洪九果品、中國金控、超大現代跌超3%。

個股異動

IGG收升24.47%,報5.85港元創新高,月內累計升幅高達88.64%,且走出8連升,目前總市值70.05億港元。消息上,IGG旗下末日生存題材塔防策略手遊《Doomsday: Last Survivors》3月下載量環比激增414%至670萬次,躍居3月出海手游下載榜第2名,其中安卓平台貢獻了近85%的下載量。中信建投指出,未來常態化版號發行情況下,遊戲行業的供給重新恢復,有望驅動行業恢復健康發展態勢。

今日,南下資金淨流入90.21億港元,其中港股通(滬)淨流入49.78億港元,港股通(深)淨流入40.43億港元。

展望後市,中金表示,雖然港股市場短期可能出現波動,但在市場下行保護空間相對充裕、尾部風險大體消除以及後續可能出台更多利好性政策等因素支持下,我們認為市場仍然存在結構性機會。仍然看好市場中期前景。建議更多關注結構性機會,類似2019年。配置策略上,我們建議投資者採取啞鈴型配置策略,關注高分紅潛力的國企(分紅現金流)以及盈利好的優質成長板塊(經營性現金流,如互聯網、以及軟件與硬件板塊)。

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