港股收盘(05.03) | 恒指收涨1.48% 科网股、博彩股再度强势快狗打车(02246)盘中暴拉1.25倍

智通财经05-03

智通财经APP获悉，隔夜纳斯达克中国金龙指数大涨6%，带动今日科技股集体走高，恒科指早盘一度站上4000大关；恒指则录得“九连涨”，创2018年以来最长连涨纪录。截止收盘，恒生指数涨1.48%或268.79点，报18475.92点，全日成交额1161.9亿港元；恒生国企指数涨1.71%，报6547.29点；恒生科技指数涨2.74%，报3971.29点。本周来看，恒指累涨4.67%，国指累涨...

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session","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"513600":0.6,"02246":1,"YINN":1,"YANG":1,"HSI":1,"07226":1,"00027":1,"02382":0.9,"02282":0.9,"02359":0.9,"09618":0.9,"09868":0.9,"02833":0.6,"HHImain":0.6,"MCHmain":0.6},"content_text":"智通财经APP获悉，隔夜纳斯达克中国金龙指数大涨6%，带动今日科技股集体走高，恒科指早盘一度站上4000大关；恒指则录得“九连涨”，创2018年以来最长连涨纪录。截止收盘，恒生指数涨1.48%或268.79点，报18475.92点，全日成交额1161.9亿港元；恒生国企指数涨1.71%，报6547.29点；恒生科技指数涨2.74%，报3971.29点。本周来看，恒指累涨4.67%，国指累涨4.43%，恒科指则累涨6.8%，华福证券指出，开年以来优化跨境互联互通机制、促进两地资本市场协同发展的政策利好不断落地，进一步催化港股行情短期快速上行。此外，流动性向来是影响港股市场表现的重要因素，今年1月底以来南下资金流入港股市场明显提速，这也是港股市场同期开始走强的重要原因。光大证券则认为，二季度包括美国降息预期波动以及美国大选等海外因素的不确定性犹存，将会对港股走势造成一定的扰动。蓝筹股表现京东集团-SW(09618)领涨蓝筹。截至收盘，涨5.48%，报127港元，成交额26.89亿港元，贡献恒指18.06点。富瑞此前指，预计京东今年首季收入和盈利表现将符合该行预期，维持对京东零售收入及经营溢利的假设，目标价147港元。该行对京东今年的前景持正面看法，这得益于其在用户体验、总交易额、盈利能力和现金流方面的执行;全年假设保持不变;资本回报反映了对长期前景的信心。其他蓝筹股方面，金沙中国(01928)涨4.92%，报20.25港元，贡献恒指4.21点；网易-S(09999)涨4.66%，报157.1港元，贡献恒指7.56点；药明康德(02359)跌5.3%，报36.6港元，拖累恒指1.16点；紫金矿业(02899)跌1.03%，报17.24港元，拖累恒指1.54点。热门板块方面盘面上，大型科技股普遍走高，哔哩哔哩收涨近7%，京东集团涨超5%。澳门4月博彩收入胜预期，“五一”澳门旅游热度居高不下，博彩股今日继续强势；行业政策边际改善，教育股涨幅靠前，卓越教育集团涨超9%；一季度险企NBV表现亮眼，内险股延续涨势；苹果财报业绩超预期，相关概念股普涨；4月新势力车企销量稳健，汽车股普遍造好；此外，体育用品股、餐饮股、航运股、啤酒股等纷纷上扬。另一边，CRO概念股跌幅居前，药明康德一度跌超7%，航空股、黄金股等表现疲软。1. 博彩股再度走高。截至收盘，美高梅中国(02282)涨7.04%，报14.9港元；金沙中国(01928)涨4.92%，报20.25港元；银河娱乐(00027)涨3.59%，报37.5港元；永利澳门(01128)涨3.18%，报7.78港元。据报道，内地五一黄金周第二天(2日)，澳门治安警公布近30万旅客人次出入境，其中入境旅客15万人次，经关闸入境占7.4万人次，出境旅客14.4万人次。昨日各口岸出入境总人次65.2万。澳门博彩监察协调局数据则显示，4月份博彩业总收入同比增长26%，至185亿澳门元，超出市场预期。此外，国家移民管理局近期宣布6项便民利企出入境管理政策措施，自5月6日起生效，当中包括推出新的横琴至澳门团队旅游签证，允许以“团进团出”方式于7日内多次往返横琴和澳门，加快签证办理速度，以及将赴港澳商务签注停留期限放宽至14天等。2. 汽车股普遍向好。截至收盘，小鹏汽车-W(09868)涨4.83%，报35.8港元；理想汽车-W(02015)涨3.16%，报111港元；零跑汽车(09863)涨1.44%，报31.7港元。多家新能源车企日前公布了2024年4月的销售成绩。具体来看，蔚来4月交付新车1.56万辆，同比增长134.6%，环比增长31.6%；理想汽车4月交付约2.58万辆汽车，同比增长0.4%。小鹏汽车4月交付新车9393辆，同比增长33%，环比增长4%。民生证券指，9家样本新势力车企合计交付151168辆，同比增长36.5%，环比增0.8%。同比上升幅度较大。此外，随着4月底以旧换新政策的出台和北京车展的开幕，消费者对车市的关注度提高，有望刺激前期压抑的购车需求加速释放。3. 内险股继续上涨。截至收盘，中国平安(02318)涨4.08%，报39.55港元；众安在线(06060)涨3.9%，报14.4港元；中国人寿(02628)涨3.7%，报11.22港元；中国太保(02601)涨3.44%，报18.62港元。信达证券指出，保险一季报陆续出炉，负债端核心指标表现亮眼，建议重视当前资产端复苏带来的估值提振。平安、国寿和太保在去年同期较高基数下，NBV均实现亮眼表现，各大险企负债端改革效果已逐步显现。保险作为有望充分受益“顺周期”的板块，当前估值仍处近年低位，该行认为需要重视当前经济回暖和资本市场改革加速对于险企资、负两端的同时提振。4. 苹果概念股今日普涨。截至收盘，舜宇光学科技(02382)涨3.63%，报41.4港元；高伟电子(01415)涨2.45%，报18.38港元；比亚迪电子(00285)涨1.85%，报27.6港元。尽管iPhone在中国销量下降，但苹果在大中华区的收入超出预期。苹果2024财年第二财季财报显示，在截至3月底的第二财季中苹果的营收和利润表现均超过华尔街预期。其中，苹果大中华区销售额下降8%，至163.7亿美元，好于分析师预期的152.5亿美元销售额。同时，苹果宣布董事会已授权进行1100亿美元的股票回购，这是该公司历史上规模最大的一次回购。5. CRO概念股跌幅居前。截至收盘，药明康德(02359)跌5.3%，报36.6元；康龙化成(03759)跌5.06%，报9.95港元；凯莱英(06821)跌4.63%，报63.5元；泰格医药(03347)跌3.37%，报34.45港元。药明康德2024年一季度实现营业收入79.82亿元，同比减少10.95%；归母净利润19.42亿元，同比减少10.42%。浦银国际指出，药明康德1Q24经调整Non-IFRS归母净利润低于预期。公司早期业务受行业融资疲软影响，考虑到降息预期已进一步推迟至2024年底，该行对早期业务收入增速持较为保守态度。此外，美国生物安全法草案负面影响也开始显现。广发基金吴兴武一季报指出，今年以来，医药板块整体表现较差，板块跌幅在全部行业中垫底，大部分子行业表现也都较差，只有部分具备个股逻辑的标的有一定正收益。其中，CXO行业景气度仍在长期磨底的过程中。热门异动股1. 快狗打车(02246)放量暴涨。截至收盘，涨91.55%，报0.68港元。快狗打车2023年财报显示，公司期内实现收入约7.53亿元(人民币，下同)，同比减少2.6%；年内亏损11.01亿元，同比收窄9%；年内经调整亏损净额1.7亿元，同比收窄25.6%。此外，快狗打车于上月推出“半日式”搬家服务，覆盖北京、上海、深圳等11个城市。2. 大家乐集团(00341)发布盈喜。截至收盘，涨5.16%，报8.96港元。大家乐集团日前发布盈喜，预期截至2024年3月31日止财政年度取得股东应占溢利约3.3亿港元，而去年同期股东应占溢利为1.104亿港元。同比增长近199%。若剔除政府于疫情期间资助则预期增长约3.7倍。3. 渣打集团(02888)绩后上扬。截至收盘，涨2.85%，报74港元。摩通大根指出，公司首季度业绩优于市场预期，正面讯息包括非利息收入同比有22%的强劲增长，主要受财富管理及金融市场部门推动，净息差环比改善6点子，经营支出较预期为低。负面消息包括普通股权一级比率13.6%，略低于市场预期。","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2432392854"}

港股收盘(05.03) | 恒指收涨1.48% 科网股、博彩股再度强势 快狗打车(02246)盘中暴拉1.25倍

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港股收盘(05.03) | 恒指收涨1.48% 科网股、博彩股再度强势快狗打车(02246)盘中暴拉1.25倍