港股午評：科指衝高回落轉跌0.16% 內房股走低 半導體股、蘋果概念股繼續上升
格隆匯6月18日丨港股三大指數衝高回落臨近午盤轉跌，恒生科技指數一度升至1%，午間收跌0.16%險守3700點，恒指、國指分別下跌0.18%及0.1%。
盤面上，大型科技股普遍走低，網易跌3.5%，百度跌超2%，美團跌1%，阿里巴巴、騰訊飄綠；台積電或將啟動新一輪升價談判，華虹下半年或上調晶圓價格10%，半導體芯片股持續活躍，華虹半導體再度刷新階段高價；達飛及馬士基先後提升7月運價，港口及航運股回暖，隔夜美股市場蘋果繼續上升創收盤歷史新高，帶動港股市場蘋果概念股再度集體走強，高偉電子再創新高，瑞聲科技錄得9連升。 另一方面，黃金股走勢分化，發20億美元可換股債兼折讓5%配股，紫金礦業放量跌近3%；5月新房成交量同比降約30%，內房股與物管股繼續下跌，餐飲股、生物科技股多數表現低迷。
板塊方面
蘋果概念股繼續集體走強：通達集團一度升超8%，瑞聲科技升超4%。隔夜美股市場蘋果繼續上升創收盤歷史新高，帶動港股市場蘋果概念股再度集體走強，國金證券最新研報表示，蘋果硬件產品全球用户眾多，AI有望給硬件產品賦能，加快換機週期，繼續看好蘋果產業鏈核心受益公司。
港口及海運股回暖。消息面上，6月10日聯合國通過巴以停火提案，但該議案為美國積極斡旋旨在實現自身戰略下產物，巴以雙方態度消極。華福證券指出，兩方目標有不可調和的衝突，短期內局勢難以緩和，繞行導致的艙位偏緊、港口擁堵以及提前進入旺季是支撐船公司提升的主要驅動。該行指出，近期達飛及馬士基先後提升7月運價。短期看當前高運價至少延續至Q3旺季。
內房股繼續走弱。“517”新政以來，多數城市商業銀行房貸執行利率較前期有明顯下降，5月份新發放個人住房貸款利率進一步降至3.64%，處於歷史低位。專家認為，若核心城市繼續從供需兩端優化樓市政策，或將進一步提振市場預期，短期核心城市市場有望逐漸築底企穩，從而對全國市場形成支撐。
個股方面
海天國際連升2日 市值重回400億港元上方。昨日，南下資金再度增持海天國際16.80萬股，錄得連續7日增持。截止當日收盤，港股通共持有公司3964.47萬股。花旗指出，海天5月份的訂單仍實現超過40%的顯著增長，今年首五個月訂單亦增長30%以上，反映該公司增長勢頭仍然強勁。
京基金融國際盤中升近8%，溢價逾29%配股籌2.5億港元。公司公佈，擬以每股0.25港元配售最多10億股新股，集資2.5億港元，淨額2.47億港元。配股佔擴大後股本約9.8%；配售價較昨日收市價0.193港元溢價29.53%。公司擬將淨額中，約5600萬港元用於償還負債；約5000萬港元用於發展集團的綠色資源投資；及約1.41億港元用作補充其營運資金。
武漢有機首日上市午間收升80% 公開發售獲337倍認購。該股IPO價格為5.5港元。根據招股結果，該股公開發售接獲337.57倍認購，一手(500股)中籤率5.01%。此外，該公司主要專注於甲苯氧化及氯化產品、苯甲酸氨化產品、以及其他精細化工產品製造。
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