港股午評：科指大跌2.48% 恒指再失萬七關口 黃金股跌勢不止
格隆匯6月27日丨港股上午盤三大指數低開低走，恒生科技指數早盤大幅收跌2.48%，恒指、國指分別下跌2.04%及2.21%，恒指再度失守萬七關口，市場情緒表現低迷。
盤面上，作為市場風向標的大型科技股集體下跌，美團跌近3%，京東跌超2%，阿里巴巴、百度、騰訊、快手均跌超1%；持續降水影響旺季煤價預期，短期煤價或將延續偏弱，煤炭股下跌明顯，中國神華跌超4%；美元指數強勢反彈，金價承壓下行，黃金股繼續下跌；家電股大幅下跌，海信家電大跌10.8%表現最差，昨日反彈的半導體股再度走弱，中指研究院預計下半年地產市場仍面臨調整壓力，內房股與物管股齊跌。 另一方面，蘋果概念股、電信股部分逆勢上升，中國電信再創階段新高，富智康集團、高偉電子走強。全年度多賺44%兼增派末期息，波司登放量升近7%。
板塊方面
內房股與物管股攜手下跌，中指研究院預計下半年地產市場仍面臨調整壓力。中指研究院發文表示，由於居民收入預期、房價下跌預期尚未明顯改善，預計2024年下半年，全國房地產市場仍面臨調整壓力，新房市場或仍處於築底階段。樂觀預期下，下半年全國新建商品房銷售面積與上年同期基本持平，全年同比下降10%左右;中性預期下，全年新建商品房銷售面積同比或下降14.9%;悲觀預期下，全年降幅約18%。供應方面，新開工面積下行態勢難改，全年預計同比降幅仍較大;房地產開發投資額在低基數效應顯現下，下半年同比降幅或有收窄，但全年投資表現預計仍偏弱，項目“白名單”等政策深入推進落實，或將對投資產生一定支撐。
黃金股繼續下跌。消息面上，上週五，強勁的美國PMI數據推動美元走強，黃金和白銀價格出現暴跌，倫敦現貨黃金收報2321.45美元/盎司，跌1.61%；倫敦現貨白銀失守30美元/盎司關口，COMEX白銀期貨則跌超4%。數據顯示，美國6月Markit PMI初值數據全線好於預期，服務業活動小幅回升，達到兩年多以來的最快增速。
煤炭股全線走低。消息面上，據Mysteel，當前產地供應增量受限，煤價相對堅挺，支撐市場煤到港成本，而終端電廠高企的庫存繼續對市場形成壓制，且在長協和進口煤穩定供應下，終端整體採購需求延續疲軟。同時非電終端採購體量較小且旺季結束在即，需求釋放有限，迎峯度夏預期兑現尚待時日，加之昨日主力煤企外購價格下調情緒帶動，預計短期內煤價將延續僵持偏弱走勢。
個股方面
農夫山泉跌超6%，瓶裝水價格戰打響。據南都，原本2元價格帶的瓶裝水產品，在這個夏天大量降價促銷，有些產品甚至跌破1元區間。近日，記者走訪廣州線下多家商超發現，多種品牌的包裝飲用水正開啟優惠促銷，其中農夫山泉純淨水的優惠力度最大，每瓶價格最低不到1元，怡寶、娃哈哈等相關產品也在降價出售。不只線下，在線上電商平台及直播間，農夫山泉、怡寶、娃哈哈等品牌同樣大搞降價促銷，包裝飲用水尤其是純淨水，單瓶到手價格基本低於2元。從產品類別到渠道，再到價格，這場激烈的“水戰”已經全面打響。
波司登(03998.HK)升近7%，全年度多賺44%兼增派末期息。公司截至今年3月底止全年營業額232.14億元人民幣(下同)，按年升38.4%。純利30.74億元，按年升43.7%；每股盈利28.34分。派末期息20港仙，上年同期派13.5港仙。中金上調波司登目標價至5.63港元，指新財年穩健增長仍可期待(詳見另文)。
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