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港股收評:恒指升0.25%!教育股升幅居前,半導體股表現低迷

6月25日,港股三大指數升跌不一,恒指、國指分別升0.25%、0.36%,恒生科技指數收跌0.6%。

盤面上,權重科技股走勢分化,美團升超1%,網易、阿里巴巴、百度集團、騰訊控股微升,小米集團跌超1%;內地教育股升幅居前,新東方升超5%;新房、二手房成交環比提升,收儲政策有望加快落地,內房股與物管股齊升;建材水泥股、汽車股、食品股、家電股等板塊上升。

另一方面,行業龍頭英偉達連續3日回調,半導體股下挫,宏光半導體跌超10%;電子零件、蘋果概念、影視股、軍工股、電池、中資券商股等板塊紛紛下跌。

具體來看:

權重科技股走勢分化美團升超1%,網易、阿里巴巴、百度集團、騰訊控股微升,小米集團跌超1%,京東集團、快手等跟跌。

內地教育股升幅居前新東方升超5%,卓越教育集團、中國科培升超4%,天立國際控股、中教控股、中國春來等跟升。

華創證券指出,當前監管進入常態化階段,定位校外培訓是學校教育的有益補充,同時非學科牌照有序發放,各地執行層面穩步推進,後續政策有望維持穩定。行業維度供給出清,需求旺盛,供需錯配趨勢持續。

內房股表現活躍,美的置業升超3%,旭輝控股集團、龍湖集團、世茂集團、融創中國、越秀地產等跟升。

東吳證券指出,上週37城新房成交面積251萬方,環比增長33.6%,同比減少15.5%;上週16城二手房成交面積180.8萬方,環比增長28.9%,同比增長88.8%。近期央行、住建部相繼開會提出推動地方有序有效收購存量商品房,收儲政策後續有望加快落地。該行預計隨着政策逐步起效,地產銷售有望逐步好轉。

汽車股上升,長城汽車升超4%,恒大汽車、華晨中國、蔚來、零跑汽車、北京汽車、吉利汽車等跟升。

消息面上,花旗24日發佈的研報中指出,預計從下半年起,中國新能源汽車價格戰將趨於緩和,價格戰也會集中在少數幾個大廠商之間,而不是所有廠商。

半導體股下挫宏光半導體跌超10%,貝克微、華虹半導體、康特隆、中芯國際、上海復旦、中電華大科技等跟跌。

消息面上,英偉達股價連續三個交易日下跌,累計跌幅接近13%,總市值蒸發4250億美元。有報道稱,英偉達負責投資者關係與戰略融資的副總裁Simona Jankowski跳槽,將在某家初創公司擔任首席財務官(CFO)。另外根據美國證券交易委員會披露的信息顯示,當地時間6月21日,黃仁勛再度出售12萬股英偉達股票。

個股方面:

華人置業拉昇升超28%,報1.59港元,總市值為30.33億港元。

消息面上,日前約2.31億股華人置業股份(佔比12.1%)被存入港交所中央結算系統(CCASS),外界一般視大額存倉CCASS為企業資本行動或股東交易的先兆。

復宏漢霖復牌大升近19%,報22.5港元,成交額2.74億港元,總市值為122.29億港元。

消息面上,復星醫藥公佈,建議以吸收合併方式將復宏漢霖私有化,每股H股現金註銷價24.6港元,較復宏漢霖停牌前收報溢價30.57%。涉資約32.25億港元。條件達成後 ,復宏漢霖將向聯交所申請自願撤銷H股的上市地位。

今日,南向資金淨買入3.23億港元,其中港股通(滬)淨買入5.03億港元,港股通(深)淨賣出1.8億港元。

展望後市,平安證券認為,港股再度有所回調背景下,高股息和低估值板塊仍是較為安全的避風港。港股投資仍需注重自下而上,建議關注:1)半導體、人工智能、數據要素等數字中國建設相關科技板塊及華為生態公司;2)“以舊換新”政策支持的汽車及旅遊航空及消費電子等消費板塊;3)受益“中特估”價值重塑及“一帶一路”戰略的電信及煤炭油氣央國企公司;4)行業邊際改善的龍頭地產及供需改善的週期板塊。

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