港股收盘(04.23) | 恒指收涨1.92% 科网股再度强势美团-W(03690)涨近8%领跑蓝筹

智通财经04-23

智通财经APP获悉，瑞银将中国香港股票评级上调至超配，中国证监会对港五项措施提振市场，港股连续两日走强，其中，恒科指表现最为强势。截止收盘，恒生指数涨1.92%或317.24点，报16828.93点，全日成交额1160.06亿港元；恒生国企指数涨2.12%，报5954.62点；恒生科技指数涨3.38%，报3449.1点。国泰君安国际指出，自3月26日以来的四周，南向资金持续不断净流入港股市场，累计...

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科网股继续强势。截至收盘，快手-W(01024)涨8.63%，报49.1港元；美团-W(03690)涨7.95%，报108.6港元；京东集团-SW(09618)涨6.07%，报106.6港元；腾讯(00700)涨3.75%，报332.4港元。中国证监会发布《5项资本市场对港合作措施》。具体包括 ，放宽沪深港通下股票ETF合资格产品范围、将REITs纳入沪深港通、支持人民币股票交易柜台纳入港股通、优化基金互认安排，以及支持内地行业龙头企业赴港交所上市。多家机构认为，这些措施有利于提振港股市场信心。此外，2024年以来，港股上市公司持续加大回购，腾讯控股期间回购超200亿港元，高居港股回购榜首。国泰君安表示，考虑到当前已有的部分领域的政策支持以及腾讯、阿里等公司的回购，互联网偏低的估值和过度悲观的风险溢价将迎来较大修复。此外，互联网龙头企业不断提高在AI领域的投入并取得有效进展，盈利预期有望改善。2. 医药股午后走强。截至收盘，来凯医药-B(02105)涨12.92%，报6.03港元；康诺亚-B(02162)涨10.81%，报32.3港元；泰格医药(03347)涨6.45%，报31.35港元；康方生物(09926)涨5.86%，报46.95港元。近日，北京市医疗保障局、北京市药品监督管理局等多部门发布北京市支持创新医药高质量发展若干措施（2024）。东海证券研报指出，今年以来包括对创新药的明确支持、集采续约条款的持续优化等，行业政策向好态势明显；二季度以后板块整体有望持续转暖向好。中长期来看，持续看好创新药、特色器械等代表新质生产力发展方向的投资机会。3. 汽车股普遍回暖。截至收盘，蔚来-SW(09866)涨5.73%，报31.35港元；零跑汽车(09863)涨4.46%，报22.25港元；长城汽车(02333)涨4.26%，报10.78港元；小鹏汽车-W(09868)涨3.58%，报27.45港元。北京车展将于4月25日开幕，预计本次车展参展车型约140款，新车型过半至85款，自主品牌约占本次参展车型65%以上。财通证券指出，传统车企众多重磅新能源车型发布有望带动行业景气度继续向上，带动乘用车市场销量进一步提升。光大证券表示，本轮车展新车型有望于1H24前上市并于2H24E开启批量交付，看好新车型+中央/地方补贴落地等因素共同驱动下的新能源销量爬坡前景。4. 黄金股延续跌势。截至收盘，中国黄金国际(02099)跌5.21%，报45.5港元；灵宝黄金(03330)跌3.83%，报3.26港元；紫金矿业(02899)跌3.08%，报16.34港元；山东黄金(01787)跌2.61%，报16.4港元。金价连续第二日回调，现货黄金失守2300大关，为4月5日以来首次。中信期货指出，金银价格大跌的主要原因有三：一是地缘风险减弱，二是前期流动性宽松转紧，三是多头获利了结，情绪过热出现平复。该行认为贵金属预计将回调至月底至下月初，后面仍有投资价值，那就是今年年内降息预期可能再度扭转，带来贵金属新的多头机会。热门异动股1.嘉艺控股(01025)股价闪崩，截至收盘，跌62.39%，报0.082港元。嘉艺控股今日午后发布公告称，公司注意到近期股价及成交量出现不寻常波动，作出合理查询后确认，并不知悉导致股价及成交量出现波动的任何原因。公司亦确认，业务运作并无重大变动。2.天津建发(02515)首挂破发，截至收盘，跌39.2%，报1.52港元。据悉，天津建发是天津市的一家建设集团，提供全面的工程施工服务。根据弗若斯特沙利文报告，2022年天津市有2547家建筑企业，按2022年天津市工程施工收入计，公司于整个工程施工市场所占的市场份额为0.1%。3.复星旅游文化(01992)再度走高，截至收盘，涨5.12%，报3.49港元。复星旅游文化公布2024年一季度业绩公告。报告期内，复星旅文旅游运营营业额71.58亿元，同比增长15.8%。得益于核心业务增长贡献，集团于2024年首个季度未经审计的归属于公司股东的利润较2023年同期持续提升。4. 李宁(02331)显著上涨，截至收盘，涨5.71%，报18.5港元。富瑞指出，2024年第一季电商销售增长，显示公司已基本解决转售问题，降价趋势也显示公司电商库存已恢复健康。预计投资者将重新关注李宁的价值创造，并预计公司将在2024年取得更积极的进展。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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港股收盘(04.23) | 恒指收涨1.92% 科网股再度强势 美团-W(03690)涨近8%领跑蓝筹

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港股收盘(04.23) | 恒指收涨1.92% 科网股再度强势美团-W(03690)涨近8%领跑蓝筹