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港股午評:科指一度大升2% 半導體股、海運股升幅居前

格隆匯6月6日丨受隔夜美股創新高帶動,港股早盤高開後回落再度拉昇,三大指數整體表現強勢。恒生科技指數一度大升2%領跑,午間收升1.27%,恒指、國指分別上升0.59%及0.51%,盤初均大升1.5%。

盤面上,大型科技股多數表現強勢,網易升4%,小米升超3%,百度、騰訊、阿里巴巴均有升幅,京東跌近2%;行業或迎升價潮,半導體股走強,龍頭股中芯國際升6%;運力緊張態勢短期無法緩解,海運股走俏,中遠海控創近17年新高;生成式AI有望帶動產業鏈爆發,蘋果概念股再度走高,連續下跌的黃金股等有色金屬股回暖明顯,電力股、煤炭股、石油股等能源板塊齊升。 另一方面,惠譽下調今年內地新房銷售價值預測,料樓價跌5%,內房股下跌明顯,融創中國跌幅較大;控股股東折價提私有化,亞洲水泥(中國)領銜水泥股走低,汽車股多數下跌,恒大汽車跌9%。

板塊方面

行業或迎升價潮,半導體股走強,華虹半導體升近8%,中芯國際升6%。戴爾公司的副董事長兼首席運營官Jeff Clarke日前透露,預計2024年第二季度,公司將面臨成本上升的壓力,這包括了各種成本、運輸費用以及零部件成本。他特別指出,DRAM和固態硬盤的價格在下半年可能會上升15%至20%。 目前全球存儲芯片市場正在逐步復甦,主流存儲芯片製造商已經啟動了升價策略。自2023年底以來,全球半導體存儲產業開始進入上升週期,今年已經多次收到來自上游存儲芯片廠商提高合約價的通知。 根據TrendForce集邦諮詢的最新預測,第二季度DRAM合約價格的季度升幅將上調至13%至18%,而NAND Flash合約價格的季度升幅也將同步上調至大約15%至20%。

運力緊張態勢短期無法緩解,海運股走強,中遠海控創近17年新高。受到海岬型和巴拿馬型船運費率走高支撐,波羅的海乾散貨運價指數週三上升39美元或2.15%,至1852點,為5月15日以來最高。 當前的海運市場回到了類似於疫情期間的情況,例如出現港口擁堵、設備短缺、運力不足等,推動海運運價上升。DHL全球貨運稱,看不到新增運力,紅海危機短期不會徹底解決,此外目前高需求仍在持續,因此預計至少未來三至四個月海運運力緊張問題不會有明顯緩解。

內房股集體下挫:融創中國跌超10%,雅居樂跌超8%。惠譽表示,今年前四個月的銷售趨勢差於惠譽先前預期的下降5%至10%,且新建住宅價格下行壓力更為突出,尤其是一線城市的平均售價亦出現下滑。預計今年中國新建住宅銷售額下降15%至20%,至8.3萬億至8.8萬億元人民幣。惠譽認為,最近一些一二線城市放鬆了限購措施以及人行的最新政策舉措,可能有助於在一定程度上穩定樓市銷售,但對三線城市的正面影響則有限得多。此外,惠譽指出,許多城市的大量未售房屋庫存限制了地產商的流動性,也影響了購房者的信心,而政府宣佈的措施規模可能只足夠吸收一小部分過剩庫存。

個股方面

網易升4%,暴雪國服“戰網”上線。消息面上,繼暴雪“復婚”後,暴雪國服戰網已重新開放登錄,賬號體系已經恢復。同時,暴雪旗下游戲《魔獸世界》國服日前宣佈,將於6月6日早上10點官方與玩家分享更多有關魔獸世界迴歸的最新消息。

洛陽鉬業升6%,獲納入富時中國50指數。消息面上,富時羅素宣佈,富時中國50指數將納入洛陽鉬業(3993.HK),6月21日盤後生效。另外,A股洛陽鉬業也被納入富時中國A50指數備選股名單。備選名單即刻生效,直到下季度成份股審核前,如果有一個或多個成份股被刪除即選用備選股。

亞洲水泥(中國)大跌近10%,控股股東折價提私有化。公司昨日晚公吿,控股股東亞洲水泥股份提出以協議安排方式將公司私有化,每股作價3.22港元,較停牌前折讓3.01%。停牌前兩天,股價累計大升50%左右。港交所數據顯示,亞洲水泥公司的最大股東是遠東新世紀,持有公司約73.07%的股份。

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