港股午評：恒科指升0.62% 手機產業鏈股強勢 內房股高開低走
格隆匯11月13日丨港股上午盤三大指數升跌不一，恒生科技指數升0.62%表現相對較強，恒指、國指分別下跌0.14%和0.19%。
盤面上，大型科技股多數上升，快手升2.66%，百度、小米升超1%，美團跌2.5%；機構料Q4手機大盤結束連續10個季度的下滑，手機概念股集體走強，丘鈦科技一升超7%；軟件類股、電影概念股、餐飲股、石油股普遍上升，寒潮點燃火鍋經濟，呷哺呷哺升超4%。 另一方面，雙十一平穩收官機構稱行業更看重實質利潤，體育用品股跌幅靠前，特步、李寧領跌；藥品股、家電股表現萎靡，住建部重磅發聲，內房股高開低走，旭輝控股集團、富力地產跌幅靠前。
板塊方面
手機概念股強勢，丘鈦科技一度升超7%。浙商證券引述數據表示，根據BCI手機周度數據，2023年10月30日至11月6日，華為手機國內銷量同比+70%，延續高增長。同時小米手機國內銷量同比+41%。整體安卓手機周度銷量在去年高基數情況下仍同比+11%，環比+28%。該行預計，23Q4手機大盤有望結束連續10個季度的下滑恢復增長。
體育用品股集體下挫。光大證券發佈研報稱，“雙十一”大促落幕，在今年較弱的需求環境下，多數品牌更加看重雙十一促銷所帶來的實質性利潤而非簡單衝規模，我們更加關注“雙十一”銷售榜單的相對排名、盈利和庫存去化情況。
個股方面
快手升超2%，女裝行業迎來爆發增長。今年“雙11”期間，快手女裝行業迎來爆發增長。11月11日當天，快手女裝行業單日GMV創歷史新高。10月31日-11月11日，女裝品牌自播GMV同比去年增長155%，棉衣棉服品類GMV同比去年增長91%，羽絨服品類GMV同比去年增長87%。
AI製造龍頭創新奇智盤中升超9%，北水持續加倉。上週五，南向資金再度增持創新奇智51.82萬股，錄得連續7日增持。截止當日收盤，港股通共持有公司5621.94萬股，佔流通股9.94%。 另外，近期人工智能行業迎來多項利好消息，本月初首屆全球人工智能安全峯會在英國召開；工信部發布關於印發《人形機器人創新發展指導意見》的通知。業內人士稱，此舉為人工智能發展提供了一個基本的倫理框架和合作平台，有利於促進人工智能的可持續和負責任的發展。
呷哺呷哺盤中升8%，火鍋消費進入旺季。消息上，多地温度急轉直下，餐廳也開始應季調整。呷哺呷哺北京朝陽大悦城店長表示，在11月5日迎來進入寒潮的第一個火鍋消費高峯期，營收同比上週日增長超60%；下雨天氣外賣單量也增長迅猛，同比上週日外賣單量增長超一倍。
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