港股午評：恒科指升2%，科技股造好，蘋果概念股反彈
格隆匯6月7日丨受隔夜美股上升影響，港股上午盤高位震盪，三大指數繼續反彈行情，恒生科技指數升2.02%領銜，恒指、國指分別上升0.97%和1.01%。南下資金半日淨流入16.91港元，大市成交額為457億港元。
盤面上，大型科技股集體造好助力大市上升，快手升約4%，網易升3%，美團、百度、騰訊、阿里巴巴、京東皆走俏；昨日大跌的蘋果概念股反彈，高偉電子升7%，昨日盤中暴跌24%；小摩預計行業Q2業績超預期，濠賭股普遍上升，昨日領升的內房股與物管股多數繼續強勢，家電股、手遊股、餐飲股、大金融股齊升。 另一方面，汽車經銷商股逆勢下跌明顯，電信股、風電股、燃氣股表現萎靡，龍源電力跌3.7%。
板塊方面
昨日大跌的蘋果概念股反彈，高偉電子升7%。國聯證券研報指出，整體來看蘋果Vision Pro低於市場預期，但產業鏈仍有望受益。低於預期的主要原因是一方面設備售價高昂，高於此前市場預期，產品出貨量或受限，用户人羣可能主要是高淨值用户；另一方面，量產時間推遲到2024年初。但在用户交互、應用體驗等方面表現亮眼，有望推動產業發展。該行建議關注攝像頭模組供應商高偉電子等。
濠賭股普升，小摩預計Q2業績超預期，5月恢復至2019年同期60%。消息上，摩通料6月份的賭收將會走軟，但認為由第二季至今的趨勢表明賭場將錄得強勁的第二季度業績，應繼續超出市場預期。日前公佈數據顯示，5月博彩收入155.65億澳門元，為2020年1月以來最高，同比上升365.9%，環比升5.73%。相對於疫情前2019年同期的259.52億澳門元，已經恢復至60%的水平。
個股方面
網易盤初升近5%創逾1個月新高，本月將發佈四款遊戲。摩根士丹利發表報吿指，網易本月將發佈四款遊戲，可能推動第三季遊戲收入創新高。現價相當於今年預測市盈率14-15倍，估值仍然具有吸引力。摩根士丹利重申網易是其首選，目標價120美元，評級增持。另外值得注意的是，網易將於2023年6月8日除權除息，1股派股息0.465美元。
渣打集團升2%創近3個月新高，正洽售飛機租賃業務。有消息稱，沙特阿拉伯旗下主權基金、公共投資基金(RIF)擁有的飛機租賃公司AviLease，就洽購渣打旗下的飛機租賃融資業務已開始進行深入的磋商，交易涉及金額最少可能達到35億歐羅(約266億元人民幣)。
飛思達科技大升逾20%再創新高，年內累計飆升232%。公司此前公吿，擬進一步發展其軟件開發服務及技術服務到中央銀行數字貨幣網絡系統的新業務市場。董事會相信，此策略性舉措可擴大集團的客户羣，及使其收入來源地域性多元化。此外，公司擬更改為“國際商業數字技術有限公司”，將更好反映新業務市場。
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