港股收評：恒指跌0.73%，鋰電股全天強勢，藥明系反彈
9月11日，恒生科技指數一度拉昇升至0.2%走勢稍強，最終微幅上升0.01%，恒指、國指均下跌0.73%，二者盤中均大跌1.6%且刷新近日調整新低。
盤面上，大型科技股午後多數轉升，大金融股、中字頭股等權重股多數繼續走低，石油股、電力股、煤炭股等能源板塊齊跌，海運股、蘋果概念股、半導體芯片股等紛紛下跌。生物醫藥股走勢較強，鋰電池股全天強勢。
具體來看：
大型科技股升跌不一，嗶哩嗶哩升超2%，小米、百度、騰訊等小幅收升；快手、京東、阿里則小幅收跌。
鋰電股大幅上升，天齊鋰業升超13%，贛鋒鋰業升超9%。消息面上，傳寧德時代暫停江西鋰生產。有機構指出，寧德時代鋰業的停產可能導致鋰價上升11%-23%。
生物醫藥股反彈，百濟神州升超7%，藥明康德升超6%，藥明合聯升超5%，藥明生物升超3%。消息面上，2024年歐洲腫瘤內科學會年會即將於西班牙巴塞羅那召開。會上，百濟神州、恒瑞醫藥等上市公司將公佈旗下腫瘤藥物最新數據；此外，該會議還將對人工智能對腫瘤診療的影響等前沿議題進行研討。
石油股大跌，“三桶油”下挫，中國石油化工股份、中海油田服務、中國海洋石油跌超2%，中國石油股份跟跌。消息面上，OPEC再次下調2024、2025年全球石油需求增長預期。OPEC預測今年全球石油需求將增長203萬桶/日，2025年將增長174萬桶/日，低於此前預計的211萬桶/日和178萬桶/日。儘管OPEC兩個月內第二次下調需求預測，但其對今年全球石油需求的預測仍遠高於其他預測機構。華爾街普遍認為，2025年原油供應將出現嚴重過剩，屆時油價或將跌至60美元水平。OPEC+同意暫停增產或短暫對油價起到支撐作用，但空頭現在佔據主導，油價反彈乏力。
內銀股下挫，甘肅銀行跌超5%，農業銀行跌超3%，鄭州銀行、青島銀行跟跌。不過招商證券指出，存量和新發放按揭之間利差約為87BP；本輪存量按揭利率下調影響程度大於去年；預計存款掛牌利率配套調整，正向影響息差7BP以上；我們預計存量按揭利率調整對於銀行息差衝擊有限。國有大行按揭佔比高於中小銀行，受存量按揭利率調整的影響更大。
博彩股下跌，永利澳門、銀河娛樂、美高梅中國等跌超3%。
今日，南向資金淨賣出59.05億港元，其中滬股通（滬）淨賣出26.46億港元，港股通（深）淨賣出32.59億港元。
展望後市，中金表示，8月以來港股走出不同於A股的“獨立行情”，驗證了其一直提示港股比A股有更大彈性的觀點（《港股具有更大彈性》與《港股的“獨立行情”與結構機會》）。除了估值和倉位出清更徹底外，港股相比A股的盈利優勢無疑也是重要原因。此外，在大概率依然持續震盪行情下，哪些板塊有更高的景氣度或業績拐點也將帶來更好的結構性機會？
綜合已經披露完畢的中報業績和市場預期，互聯網電商、消費服務等板塊的景氣度較高，而電信、水電等公用事業盈利穩定，作為分紅標的仍值得繼續關注。海外中資股上半年盈利同比增速改善，但更多為成本而非需求驅動，企業普遍採取收縮戰略。
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