港股收盘(06.28) | 恒指上半年累涨近4% 中特估概念股强势老铺黄金(06181)首挂飙涨72%

智通财经06-28

智通财经APP获悉，市场聚焦今晚即将发布的美国核心PCE数据，港股早盘集体低开后冲高，恒指及国指一度涨近1%，随后涨幅逐步收窄，恒科指再度翻绿。截止收盘，恒生指数涨0.01%或2.14点，报17718.61点，全日成交额988.87亿港元；恒生国企指数涨0.12%，报6331.86点；恒生科技指数跌0.96%，报3554.45点。今年上半年，恒指累涨3.94%；国指累涨9.77%；恒科指则累跌...

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中特估概念股爆发。截至收盘，中船防务(00317)涨8.64%，报17.6港元；中国中车(01766)涨6.11%，报5.04港元；中石油(00857)涨7.36%，报7.9港元；中国联通(00762)涨3.61%，报7.17港元。6月19日，国务院国资委旗下中国国新控股宣布认购追踪符合港股通资格且分红水平较高央企的ETF，其在公告中表示，此举传递出坚定看好港股央企上市公司长期价值的积极信号，同时也彰显了国有资本运营公司在维护央企市场价值，提升港股央企上市公司定价权方面的责任担当。机构认为，“中特估”股份是港股贯穿全年的投资主线，再有国资委旗下的国新投资加持，这更突显相关权重“中特估”股份投资价值，而相关股价表现更值得市场期待。2. 黄金股集体反弹。截至收盘，灵宝黄金(03330)涨3.87%，报2.95港元；招金矿业(01818)涨3.31%，报13.1港元；紫金矿业(02899)涨3.26%，报16.48港元；中国黄金国际(02099)涨2.98%，报50.1港元。周四金价反弹逾1%。经济数据方面，美国第一季度核心PCE物价指数年化季率终值录得3.7%，高于前值和市场预期的3.6%；美国第一季度实际GDP年化季率终值被上修至1.4%，而美国第一季度实际个人消费支出季率终值则被大幅下修至1.5%，低于前值和市场预期的2%。此外，亚特兰大联储主席博斯蒂克表示，通胀正朝着“正确方向”发展，第四季度可能会降息。当前市场聚焦即将发布的核心PCE数据。市场预期，核心PCE物价指数年率将从4月的2.8%降至2.6%。3. 苹果概念股表现活跃。截至收盘，高伟电子(01415)涨5.14%，报24.55港元；比亚迪电子(00285)涨3.31%，报39港元；通达集团(00698)涨1.16%，报0.087港元；舜宇光学(02382)涨0.52%，报48.25港元。苹果公司在月初的全球开发者大会(WWDC)上推出Apple Intelligence，此外，国行版Apple Vison Pro今日正式开售，起售价为29999元。西部证券研报指出，随着端侧AI从核心层到应用层技术的日趋成熟，消费电子终端进入了产品迭代的重要窗口期。各终端品牌厂商融入“AI血液”，创新不断，有望引起终端用户的新一轮“换机潮”，同时，产业链相关企业有望充分受益。华福证券也指出，短期消费电子终端需求回暖。中长期AI赋能智能终端有驱动手机/PC换机加速。热门异动股1. 远洋集团(03377)股价重挫，截至收盘，跌10.67%，报0.335港元。远洋集团公布，公司收到美国纽约梅隆银行有限公司伦敦分行向香港特别行政区高等法院提出的清盘呈请，内容有关未偿还由远洋地产宝财IV有限公司发行及由公司担保的于2026年到期的3.25%有担保票据，涉及本金总额4亿美元及应计利息。2. 滔搏(06110)创阶段新低，截至收盘，跌5.68%，报4.15港元。滔搏公布，于2024/25财政年度第一季度，集团零售及批发业务的总销售金额按年同比取得中单位数下跌。截至2024年5月31日，直营门店毛销售面积较上一季末减少1.4%，较去年同期减少0.5%。3. 波司登(03998)再度走高，截至收盘，涨6.8%，报4.87港元。波司登近日发布截至2024年3月31日止年度的年度业绩，该集团期内取得收入232.14亿元人民币，同比增加38.39%；权益股东应占溢利30.74亿元，同比增加43.74%；拟派发末期股息每股20港仙。新股首挂1. 老铺黄金(06181)全天强劲。截至收盘，涨72.84%，报70港元。老铺黄金每股定价40.5港元，共发行2236.89万股股份，每手100股，所得款项净额约8.27亿港元。据悉，老铺黄金是我国古法金品类的头部品牌。截至2023年底，公司门店总数30家，且均为直营门店，2023年共计实现收入31.8亿元，同比增长146%，实现归母净利润4.2亿元，同比大幅提升。2. 天聚地和(02479)尾盘闪崩。截至收盘，跌27.82%，报60.15港元。天聚地和每股定价83.33港元，共发行481.82万股股份，每手50股，所得款项净额约3.491亿港元。据悉，天聚地和专注于为客户提供标准化API服务和定制化数据治理解决方案。财务数据显示，从2021年至2023年，该公司收入从2.6亿元逐步增至4.41亿元，净利润率则由2021年的17.7%降至2023年的7.9%。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"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(06.28) | 恒指上半年累涨近4% 中特估概念股强势 老铺黄金(06181)首挂飙涨72%

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港股收盘(06.28) | 恒指上半年累涨近4% 中特估概念股强势老铺黄金(06181)首挂飙涨72%