港股收盘(06.25) | 恒指收涨0.25% 半导体、苹果概念股延续跌势华人置业(00127)一度涨超40%

智通财经06-25

智通财经APP获悉，港股三大指数早盘集体冲高后回落，午后跌幅进一步扩大，恒科指一度跌1.39%；尾盘指数则震荡回升，恒指及国指相继翻红。截止收盘，恒生指数涨0.25%或45.19点，报18072.9点，全日成交额937.43亿港元；恒生国企指数涨0.36%，报6464.49点；恒生科技指数跌0.6%，报3655.46点。国元国际认为，港股当前虽然仍然缺乏长期的稳定上涨的支撑，但是由于当前美国加息...

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半导体股延续跌势。截至收盘，华虹半导体(01347)跌6.22%，报21.85港元；中芯国际(00981)跌4.34%，报17.2港元；上海复旦(01385)跌2.12%，报12港元。隔夜英伟达暴跌6.7%，创两个月以来最大单日跌幅，为连续三个交易日下跌，累计跌幅近13%，市值蒸发约4300亿美元。天风证券研报指出，行业周期当前处于相对底部区间，该行认为短期来看应该提高对需求端变化的敏锐度，优先复苏的品种财务报表有望优先改善。创新方面，预计人工智能/卫星通讯/MR将是较大的产业趋势，产业链个股有望随着技术创新的进度持续体现出主题性机会。2. 比特币概念股全天走低。截至收盘，OSL集团(00863)跌13.39%，报5.24港元；美图公司(01357)跌3.37%，报2.58港元；蓝港互动(08267)跌1.43%，报0.345港元。比特币经历了2024年以来第二大的单周跌幅，昨夜失守60000美元，为5月3日以来首次，24小时跌幅超7%。此前，美国比特币ETF受到了连续6天资金净流出的冲击。分析人士指出，除了供给增加的风险，比特币调整的更深层原因可能在于投资者正在重新评估加密货币相对于其他投资品的吸引力。3. 苹果概念股普跌。截至收盘，舜宇光学(02382)跌3.45%，报47.55港元；丘钛科技(01478)跌2.64%，报4.05港元；比亚迪电子(00285)跌2.6%，报37.45港元。据科创板日报报道，苹果传出要求代工厂在未来几年将iPhone组装线的人力减少50%，作为提高自动化生产目标的一部分。此外，欧盟委员会当地时间24日初步裁定美国苹果公司在线应用商店规则违反了欧盟《数字市场法案》，并针对苹果公司启动了新的不合规调查。按照《数字市场法案》，如果发生违规行为，欧委员会可对苹果公司处以罚款，罚款金额最高可达该公司全球总营业额的10%。4. 教育股多数走高。截至收盘，新东方-S(09901)涨5.06%，报59.2港元；卓越教育集团(03978)涨4.62%，报3.4港元；中国科培(01890)涨4%，报1.56港元。信达证券研报指出，强调教育行业三条投资主线：（1）课外培训：政策边际优化，扩张提速，需求旺盛，供给出清，建议重点关注：港股的思考乐教育、卓越教育，美股的新东方、好未来；（2）招录培训：考公人数快速增长，考试时间变动不改中长期高景气，建议重点关注：港股的粉笔；（3）稳定成长&高股息兼备：港股的中教控股、新高教集团。5. 新能源车股全线上扬。截至收盘，长城汽车(02333)涨4.01%，报12.46港元；蔚来-SW(09866)涨2.84%，报34.45港元；零跑汽车(09863)涨2.51%，报26.55港元。根据中汽协，2024年5月，新能源汽车产销分别完成94万辆和95.5万辆，同比分别增长31.9%和增长33.3%，市场占有率达到39.5%。此外，据乘联会预计，6月狭义乘用车零售量约175.0万辆，环比增长2.3%；预计新能源乘用车零售量约86.0万辆，环比增长6.9%，新能源渗透率将达49.1%。天风证券认为，中央财经委牵头推进汽车以旧换新政策，政策催化下需求悲观预期纠偏。热门异动股1. 华人置业(00127)放量大涨，截至收盘，涨28.23%，报1.59港元。据CCASS数据，6月19日，有2.31亿股或12.1%的华人置业股份被存入CCASS并转入法国巴黎银行仓位，以当日收市价1.14港元计，市值约2.63亿港元。根据年报，刘銮雄及陈凯韵合共持有近75%或约14.31亿股华人置业股份，当中通过Joseph Lau Luen Hung Investments Limited 持有2.31亿股，与本次存仓股份数目一致。2. 复宏汉霖(02696)全天走高。截至收盘，涨19.43%，报22.5港元。复星医药公布，建议以吸收合并方式将复宏汉霖私有化，每股H股现金注销价24.6港元，较复宏汉霖停牌前收报溢价30.57%。条件达成后 ，复宏汉霖将向联交所申请自愿撤销H股的上市地位。3. 中国旺旺(00151)绩后拉升，截至收盘，涨5.5%，报4.41港元。中国旺旺午间发布截至2024年3月31日止年度业绩，该集团期内取得收益235.86亿元(人民币，下同)，同比增加2.9%；公司权益持有人应占利润39.9亿元，同比增加18.4%；拟派发末期股息每股3.3美仙。4. 柏能集团(01263)股价重挫，截至收盘，跌12.25%，报4.44港元。柏能集团发公告称，近日有市场传言在某个社交媒体平台流传，指公司可能会以私有化方式进行可能撤销上市。董事会谨此澄清，于本公布日期，即使董事会决定进行建议撤销上市，亦无意将公司私有化。","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(06.25) | 恒指收涨0.25% 半导体、苹果概念股延续跌势 华人置业(00127)一度涨超40%

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港股收盘(06.25) | 恒指收涨0.25% 半导体、苹果概念股延续跌势华人置业(00127)一度涨超40%