港股午評：指數分化 恒科指升0.99% 業績大超預期理想汽車飆升21%
格隆匯2月27日丨港股上午盤三大指數走勢分化，恒指跌0.36%，恒生科技指數升0.99%。
盤面上，權重科技股多數表現低迷，騰訊跌2.3%，美團、京東均跌近2%，業績大超預期，理想汽車大幅飆升21%支撐恒科指拉昇轉升，該股亦帶領汽車股集體走強，比亞迪股份、小鵬汽車、蔚來汽車皆上升，鋰電池股、特斯拉概念股等齊升；機構指全球半導體制造業將於2024年復甦，半導體股表現活躍，龍頭中芯國際升近5%；家電股、影視娛樂股、煤炭股多數上升。另一方面，春節假期過後日均入境旅客回落至約8萬人次，濠賭股跌幅靠前，昨日領銜上升的物管股集體回調，內房股繼續走低，手遊股、光伏股、重型機械股、互聯網醫療股普遍下跌。
板塊方面
理想汽車績後引領汽車股上升。理想汽車昨晚公佈的財報顯示，Q4營收417.3億元，同比增長136.4%，市場預期397.97億元；2023年全年實現營收1238.5億元，同比增長173.5%。理想汽車Q4淨利潤57.5億元，同比大升2068.2%，環比增加104.5%；2023年全年淨利潤118.1億元；Q4毛利率為23.5%，自由現金流達到146.4億元。消息面上，中央財經委員會第四次會議指出，要推動各類生產設備、服務設備更新和技術改造，鼓勵汽車、家電等傳統消費品以舊換新，推動耐用消費品以舊換新。
半導體股普升，中芯國際升近5%。消息面上，國際半導體產業協會（SEMI）與半導體研究機構Tech Insights近日發佈的半導體制造監測報吿顯示，2023年第四季度電子產品和集成電路（IC）的銷售額有所增長，預計全球半導體制造業將於2024年復甦。
個股方面
新秀麗一度拉昇升超18%，公司據悉研究私有化的可能性。彭博引述消息人士稱，新秀麗在收到潛在買家的收購意向後，正在考慮各種選擇，包括私有化在內的可能性。消息又指，一些私募股權公司一直在研究與新秀麗達成收購交易後，以更高的估值在美國等另一個市場重新上市。
鼎益豐控股盤中暴跌超40%，香港證監會對鼎益豐前主席隋廣義等展開法律程序。消息面上，香港證監會表示，已對鼎益豐前主席隋廣義等人就涉嫌操縱鼎益豐股份展開法律程序，並尋求向投資者作出賠償。鼎益豐控股今早發佈公吿稱，隋廣義已於四年前辭職，仍為公司主要股東。
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