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港股午評:高開低走!恒指國指勉強收紅,金價上行黃金股強勢
格隆匯 07-04 12:08

格隆匯7月4日丨港股上午盤三大指數高開回落,恒指、國指盤初均升至0.9%,臨近午盤一度轉跌,午間分別小幅上升0.05%及0.03%,恒生科技指數升幅收窄至0.48%,盤初曾大升2.3%。

盤面上,早盤集體上升的科技股部分轉跌,快手更是跌近4%,網易跌1%,京東飄綠,美團、阿里巴巴、百度維持上升;美經濟數據疲軟提振降息預期,金價創近兩週新高,黃金股表現強勢,帶領有色金屬股齊升;多方利好促新能源車企板塊上揚,造車新勢力“蔚小理”升幅居前;內銀股、鋰電池股、煤炭股、蘋果概念股多數上升。 另一方面,生物科技股、體育用品股、家電股、內房股與物管股跌勢持續加大,中資券商股、電信股、教育股齊跌。

板塊方面

黃金股走強,國際金價創下近兩週新高。消息面上,美國6月ADP就業人數降至15萬人,為2024年1月以來最小增幅。上週初請失業金人數增加至23.8萬人,高於預期的23.5萬人。美國6月ISM非製造業PMI錄得48.8,遠低於預期,為2020年5月以來新低。經濟數據疲軟提振降息預期,隔夜金價上升超過1%,創下近兩週新高。

新能源汽車股走強,美股特斯拉連升7日。隔夜美股市場新能源汽車股集體收升,帶動今早港股市場汽車股集體走強。中信里昂表示,展望下半年,價格戰預計仍將繼續。當下汽車市場的洗牌期仍將持續2-3年,頭部國產新能源車企的市場份額還有更多的提升空間,除比亞迪外,理想、蔚來、小鵬都值得關注。

個股方面

瑞聲科技盤中升約7% 中銀國際升其目標價至39港元。中銀國際升瑞聲目標價至39港元,AI設備端推動2025-26年前景改善,維持“買入”評級。該行因為蘋果上半年的偏軟交付量而下調了瑞聲今年每股盈測1.6%,但上調了公司2025年及2026年的每股盈利預測5%及12%,指瑞聲業務正在穩固復甦軌道上。

優必選衝高回落,特斯拉二代人形機器人Optimus將亮相上海。消息面上,特斯拉CEO馬斯克將於今日在上海舉行的世界人工智能大會(WAIC)發表演講。在為期四天的活動中,特斯拉將展示其Cyber​​truck和新一代人形機械人Optimus Gen 2。

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