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港股收評:恒生科技指數跌0.99%,風電、影視娛樂明顯走弱,豬肉股逆勢大升

今日,港股三大指數高開低走,全天呈現疲弱行情,大市交易持續萎縮。

截止收盤,恒指、國指分別下跌0.35%、0.4%,恒生科技指數午後一度跌1.3%表現最弱,最終收跌0.99%。

盤面上,大型科技股總體表現弱勢,網易跌近4%,快手、美團、騰訊跌超1%。

“價格戰”打到了重卡市場,有車型降價超30萬元,重卡股午後跌幅有所擴大,中聯重科、中國重汽跌幅居前;風電股跌幅明顯,東方電氣放量大跌超13%;影視娛樂股大幅下跌,業績不及預期,騰訊音樂大跌超18%表現最差;生物醫藥股、水務股、家電股、手遊股、海運股、內房股、體育用品股等紛紛走低。

另一方面,豬價開啟快速上行,豬肉概念股逆勢走強,中期經營利潤大升78.4%,萬洲國際大升超8%,電信股、5G概念股普遍上升,三大運營商齊升。

具體來看:

影視娛樂板塊大幅回調,騰訊音樂-SW跌超18%,比高集團跌超8%,樂華娛樂跌超6%,力天影業、檸萌影業、星空華文跌超3%,貓眼娛樂跌超2%。

消息面上,市場上普遍認為騰訊音樂的收入表現不及很多投行預期,以及公司對下半年及明年的音樂訂閲收入增長指引遜於預期。

醫藥外包概念大跌,泰格醫藥跌超7%,藥明康德、藥明生物、康龍化成跌超4%,金斯瑞生物科技、昭衍新藥、凱萊英跌超3%。

遊戲股走弱,中旭未來跌超5%,心動公司跌超4%,網易-S跌近4%,博雅互動、祖龍娛樂跌超2%。

重型機械板塊走低,中聯重科、中國龍工、第一拖拉機股份跌超3%,宏信建發跌超1%。

電力股連續飄綠,東方電氣跌超13%,瑞風新能源跌超5%,協鑫科技跌超3%,大唐新能源、龍源電力、金風科技跌超2%,上海電氣跌超1%。

豬肉股領升,萬洲國際升超8%,惠生國際升近7%,雨潤食品升超2%。

消息面上,萬洲國際今年上半年的收入減少6.3%,至122.93億美元;經營利潤則大幅上升78.4%,至11.40億美元,主要原因是豬肉業務扭虧為盈。

電信股大升,中國電信升超2%,中國移動、和記電訊香港升超1%。

博彩股走勢分化,金沙中國、新濠國際發展升超1%,美高梅中國升0.9%,永利澳門跌超1%。

芯片股走強,芯智控股升超4%,ASMPT升超2%,宏光半導體升超1%,中芯國際微升。

今日,南向資金淨賣出10.42億港元,其中港股通(滬)淨賣出8.95億港元,港股通(深)淨賣出1.47億港元。

展望未來,銀河證券認為,短期來看,外圍市場波動或影響港股市場情緒面。8月港股中報處於集中披露期,業績利好帶來的催化效果值得關注。隨着美聯儲降息步伐臨近,關注受益於降息預期的科技板塊,特別是分母端和分子端雙重改善預期的細分行業有望更多受益,具體包括互聯網頭部、消費電子、創新藥等板塊。中長期來看,港股基本面更多依賴於國內經濟,關注國內政策面的積極信號。港股高股息策略仍具備吸引力,重點關注港股央企。

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