港股收評：三大指數齊跌！半導體股低迷，黃金股逆勢走強
港股三大指數集體下跌，恒生科技指數一度跌至2.4%，最終收跌1.48%，恒生指數、國企指數分別下跌0.65%及0.82%，三者均止步2連反彈行情，市場情緒再度陷入低迷。本週，恒生指數累跌1.11%，恒生科技指數累跌2.36%，國指累跌1.55%。
盤面上，大型科技股升跌不一，阿里巴巴、網易、騰訊飄紅，百度跌近2%；大金融股(銀行、保險、券商)、中字頭股等權重多數表現弱勢；半導體股全天表現低迷；航空大幅走低，三大航仍面臨虧損，中國南方航空大跌近8%，中國國航跌近6%；家電股、蘋果概念股、餐飲股、重型機械股、汽車股、體育用品股集體下跌。另一方面，券商指教育行業格局及估值有望重構，中國東方教育績後大升超11%，金價屢創新高，靈寶黃金大升15%領銜黃金股上升，生物醫藥股、醫美概念股、影視娛樂股部分上升。
具體來看：
半導體股大跌，英諾賽科、上海復旦跌超5%，中芯國際、晶門半導體跌超4%，腦洞科技、華虹半導體等跟跌。
航空股走弱，中國南方航空跌超7%，中國國航跌超5%，中國東方航空、中國飛機租賃等跟跌。
消息上，近日國航、南航分別公佈業績顯示：儘管經營有所恢復，南方航空去年大幅減虧，但受成本上升等影響，依然虧損了近17億元；中國國航24年實現營收1666.99億元，同比增長18.14%，歸母淨利潤虧損2.37億元。
機器人概念股普跌，越疆跌超6%，中芯國際、高偉電子跌超4%，地平線機器人、微創機器人等跟跌。
黃金股及貴金屬股集體上升，靈寶黃金升超15%，大唐黃金升超7%，潼關黃金、中國白銀集團等跟升。
消息上，今日亞洲早盤時段，金價穩步上揚，現貨黃金站上3060美元/盎司，再次刷新歷史新高，年內迄今升幅已超16%。分析稱，黃金升至歷史新高，因美國總統特朗普宣佈將對所有汽車進口加徵關税，從而加劇了貿易緊張局勢並提振避險需求，同時高盛上調年底金價預測至每盎司3300美元。
教育股大升，中國東方教育績後大升超11%領銜，思考樂教育升超4%，卓越教育跟升。
藥品股表現活躍，兆科眼科、翰森製藥升超6%，三愛健康集團升超5%，麗珠醫藥、石藥集團、三生製藥等跟升。
個股異動
恒大汽車盤中一度升超50%，截至收盤升幅回落至14.29%。
今日，南向資金淨買入82.42億港元，其中港股通（滬）淨買入55.91億港元，港股通（深）淨買入26.51億港元。
展望後市，國泰君安國際指出，短期市場進入觀望和調整持倉結構階段，但不改中長期向上趨勢，科技相關行業仍是中長期的主線邏輯。在當前環境下，建議投資者維持“啞鈴型”配置策略。一方面，把握科技互聯網與硬件相關行業重估機會。另一方面，將盈利預期穩健的高分紅行業作為底倉配置，獲得確定性的股息收益。
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