港股收盘(07.25) | 恒指收跌1.77%险守万七关大市持续受压个别家电股、光伏股走高

智通财经07-25

智通财经APP获悉，港股今日随外围走低，三大指数全天单边下行，午后跌幅进一步扩大。恒指盘中一度跌破万七关口，当前点位创三个月以来新低。截止收盘，恒生指数跌1.77%或306.08点，报17004.97点，全日成交额1057.34亿港元；恒生国企指数跌2.05%，报6016.51点；恒生科技指数跌2%，报3421.26点。天风证券指出，港股反弹行情搁置，顺周期板块调整显著。该行认为，尽管港股存在...

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股收盘(07.25) | 恒指收跌1.77%险守万七关 大市持续受压 个别家电股、光伏股走高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-25 16:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1155513.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，港股今日随外围走低，三大指数全天单边下行，午后跌幅进一步扩大。恒指盘中一度跌破万七关口，当前点位创三个月以来新低。截止收盘，恒生指数跌1.77%或306.08点，报17004.97点，全日成交额1057.34亿港元；恒生国企指数跌2.05%，报6016.51点；恒生科技指数跌2%，报3421.26点。天风证券指出，港股反弹行情搁置，顺周期板块调整显著。该行认为，尽管港股存在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1155513.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00522","symbol_name":"ASMPT","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1155513.html","article_id":"2454846466","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2454846466","pubTimestamp":1721896273,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"恒指盘中一度跌破万七关口，当前点位创三个月以来新低。截止收盘，恒生指数跌1.77%或306.08点，报17004.97点，全日成交额1057.34亿港元；恒生国企指数跌2.05%，报6016.51点；恒生科技指数跌2%，报3421.26点。截至收盘，涨5.13%，报24.6港元，成交额7.48亿港元，贡献恒指4.7点。另外，成品油新一轮调价窗口将在7月25日24时开启。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80883":"中国海洋石油-R","513600":"恒生指数ETF","00522":"ASMPT","02099":"中国黄金国际","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","BK1609":"ChatGPT概念","SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","BK1557":"家电股","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","00921":"海信家电","BK1544":"黄金股","BK1610":"ETF&股票定投概念","02833":"恒指ETF","BK1554":"光伏太阳能股","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","YANG":"三倍做空富时中国ETF-Direxion","01357":"美图公司","06865":"福莱特玻璃","LU0274383008.USD":"MANULIFE GF ASIAN SMALL CAP EQUITY \"AA\" (USD) INC","BK1095":"互动媒体与服务","00883":"中国海洋石油","HSCEI":"国企指数","02382":"舜宇光学科技","BK1592":"有色金属","SG9999001051.SGD":"United Asia Fund SGD","HSI":"恒生指数","LU0348783233.USD":"安联东方收入型 CI A Dis美元","BK1214":"家用电器","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","HSTECH":"恒生科技指数","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1238":"石油与天然气的勘探与生产","01211":"比亚迪股份","BK1198":"黄金","BK1589":"北水核心资产","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","BK1594":"碳中和概念股"},"translate_title":"Hong Kong stocks closed (07.25) The Hang Seng Index closed down 1.77%, barely holding the 10,000 mark, and the market continued to be under pressure. Individual home appliance stocks and photovoltaic stocks rose","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.6,"513600":0.6,"HSCEI":1,"YANG":1,"HSTECH":1,"HSI":1,"02099":0.9,"00921":0.9,"00522":0.9,"06865":0.9,"01357":0.9,"00883":0.8,"01211":0.7,"HHImain":0.6,"MCHmain":0.6,"02382":0.6,"02833":0.6},"content_text":"智通财经APP获悉，港股今日随外围走低，三大指数全天单边下行，午后跌幅进一步扩大。恒指盘中一度跌破万七关口，当前点位创三个月以来新低。截止收盘，恒生指数跌1.77%或306.08点，报17004.97点，全日成交额1057.34亿港元；恒生国企指数跌2.05%，报6016.51点；恒生科技指数跌2%，报3421.26点。天风证券指出，港股反弹行情搁置，顺周期板块调整显著。该行认为，尽管港股存在阶段性反弹行情，但整体仍受到基本面因素压制。往后看，港股在内外资情绪大幅改善的背景下已促成一轮较为显著的反弹，后续持续性及上涨空间有待更多夯实的基本面数据与之配合，经济修复验证期内依旧保持谨慎乐观态度。蓝筹股表现海尔智家(06690)领涨蓝筹。截至收盘，涨5.13%，报24.6港元，成交额7.48亿港元，贡献恒指4.7点。发改委等两部门发布若干措施，支持家电产品以旧换新。机构认为，中央加力支持家电等消费品以旧换新，有望进一步刺激内需潜力，拉动白电、厨电等产品更新换代，推动家电内销的增长。其他蓝筹股方面，信义光能(00968)涨3.04%，报3.73港元，贡献恒指0.89点；药明康德(02359)涨1.58%，报29港元，贡献恒指0.25点；紫金矿业(02899)跌5.1%，报14.9港元，拖累恒指7.06点；中国联通(00762)跌4.42%，报7.13港元，拖累恒指3.22点。热门板块方面盘面上，大型科技股延续跌势，腾讯跌超3%，阿里巴巴跌超1%。金价一度跌穿2370美元关口，黄金股全天重挫；海外政策影响市场情绪，半导体股延续跌势；需求担忧情绪压制油价，石油股承压显著；有色金属、影视娱乐、重型基建等纷纷走低。另一边，两部分发文支持家电产品以旧换新，家电股尾盘拉升；部分光伏股则逆势上扬。1. 家电股尾盘拉升。截至收盘，海信家电(00921)涨7.49%，报24.4港元；海尔智家(06690)涨5.13%，报24.6港元。国家发展改革委、财政部印发《关于加力支持大规模设备更新和消费品以旧换新的若干措施》，其中提出，支持家电产品以旧换新。对个人消费者购买2级及以上能效或水效标准的冰箱、洗衣机、电视、空调、电脑、热水器、家用灶具、吸油烟机等8类家电产品给予以旧换新补贴。此外，支持地方提升消费品以旧换新能力。直接安排超长期特别国债资金，用于支持地方自主提升消费品以旧换新能力。2. 部分光伏股逆势走高。截至收盘，福莱特玻璃(06865)涨5.98%，报11.34港元；信义光能(00968)涨3.04%，报3.73港元；凯盛新能(01108)涨0.99%，报4.09港元。在今日举行的光伏行业2024年上半年发展回顾与下半年形势展望研讨会上，中国光伏行业协会名誉理事长王勃华表示，光伏行业调整宜重宜快，当前行业内外竞争激烈，行业需要“轻装上阵”，整合时间不宜过长。王勃华称，要推动落后产能出清，鼓励企业兼并重组，其中管理部门需加强对先进产能建设的引导，地方政府要严控不合理的救市行为，企业要审慎上马新投资，鼓励有针对性地收购跨界企业退出行业所遗留的新建产能，金融机构要避免向即将被出清的产能“输血”。3. 黄金股跌幅居前。截至收盘，中国黄金国际(02099)跌11.74%，报40.6港元；灵宝黄金(03330)跌6.61%，报3.11港元；山东黄金(01787)跌5.93%，报15.86港元；紫金矿业(02899)跌5.1%，报14.9港元。周四金价延续大幅回调走势，现货黄金一度跌穿2370美元。中信期货指出，近期贵金属价格明显回调，主要原因来自特朗普交易。特朗普政策理念支持继续向海外征收关税，实施逆全球化政策，同时降低国内税率、扩张财政。该模式会使得美国服务通胀回落缓慢，影响后续降息空间（尽管其支持低利率），降税和扩张财政将使美元指数和美债向上。上周四特朗普公开表示建议11月再降息，使得市场对9月降息形成不确定性，长期和短期政策共振，令黄金、美股、有色、能源等所有风险资产和避险资产大跌。4. 半导体股延续跌势。截至收盘，华虹半导体(01347)跌5.16%，报20.2港元；上海复旦(01385)跌3.72%，报11.38港元；中芯国际(00981)跌2.8%，报16.66港元。受美国政府考虑加强芯片贸易管制的消息、以及此前美国总统候选人特朗普近期的采访言论影响，海外芯片股波动增大。隔夜美股半导体股多数下挫，其中博通、英伟达、高通、美国超微公司均跌超6%。近日，摩根士丹利对人工智能芯片类股进行了调整，将包括SK海力士和台积电在内的公司从关注名单中剔除，并发出警告称，现在可能是时候考虑获利了结了。此外，摩根大通此前指出，投资者对功率半导体、模拟芯片和NOR Flash等产品的涨价预期较高。然而，这些产品大多应用于需求复苏有限的终端领域。由于供应商采取了以价换量的策略，涨价可能会导致这些产品面临无法承受的市场份额损失。5. 石油股集体承压。截至收盘，中海油(00883)跌3.88%，报19.8港元；中石油(00857)跌3.67%，报6.82港元；中石化(00386)跌1.82%，报4.85港元。隔夜油价止跌回升，因美国原油和燃料库存下降，加拿大野火带来的原油生产风险不断上升。但由于对全球需求疲软的担忧，油价仍接近六周以来的最低水平。另外，成品油新一轮调价窗口将在7月25日24时开启。卓创资讯数据监测模型显示，截至7月23日收盘，国内第9个工作日参考原油的变化率为-2.87%，预计汽柴油下调幅度在125元/吨，折升价92号汽油和0号柴油分别下调0.1、0.11元。热门异动股1. 美图公司(01357)全天走高，截至收盘，涨7.52%，报2.43港元。美图公司公布，根据非国际财务报告准则，预期2024年上半年公司拥有人应占经调整净利润同比增长不低于80%。公告称，集团通过会员订阅模式收费为主的影像与设计产品业务收入持续高速增长，而该业务具有高毛利率，其快速增长带动了运营杠杆效应，带来更高的利润增长。2. ASMPT(00522)再度下挫，截至收盘，跌10.57%，报78.7港元。建银国际研报指出，受累表面贴装技术(SMT)业务疲弱及资本开支增加，ASMPT第二季业绩逊预期；基于SMT市场持续疲弱，ASMPT对第三季展望低过市场预期，收入指引介乎3.7亿至4.3亿美元，意味同比下跌10%，对比市场普遍预期增长12%。3. 中国信达(01359)发布盈警，截至收盘，跌4.55%，报0.63港元。中国信达发布公告，预计上半年净利润同比下降约40%至50%。主要由于受市场环境变化影响，公司以摊余成本计量的不良债权资产收入下降；及受宏观经济形势变化影响，公司增加计提了信用风险准备，以应对公司持有的部分以摊余成本计量的金融资产质量承受的压力。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"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":"4.26.2","shortVersion":"4.26.2","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/2454846466"}

港股收盘(07.25) | 恒指收跌1.77%险守万七关 大市持续受压 个别家电股、光伏股走高

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港股收盘(07.25) | 恒指收跌1.77%险守万七关大市持续受压个别家电股、光伏股走高