港股三大指数早盘受压恒指半日跌0.88% 龙湖集团跌5.07%

金吾资讯11-14

金吾财讯 | 港股三大指数早盘受压，截至午间收盘，恒指跌0.88%，国企指跌0.98%，恒科指跌1.43%。蓝筹股中，腾讯控股(00700)涨1.58%，康师傅控股(00322)涨1.31%，恒基地产(00012)涨1.21%；跌幅方面，中升控股(00881)跌5.97%，龙湖集团(00960)跌5.07%，中国宏桥(01378)跌4.78%。板块方面，内房股由涨转跌，龙湖集团(00960)跌...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241114121320a235f786&s=b><strong>金吾资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | 港股三大指数早盘受压，截至午间收盘，恒指跌0.88%，国企指跌0.98%，恒科指跌1.43%。蓝筹股中，腾讯控股(00700)涨1.58%，康师傅控股(00322)涨1.31%，恒基地产(00012)涨1.21%；跌幅方面，中升控股(00881)跌5.97%，龙湖集团(00960)跌5.07%，中国宏桥(01378)跌4.78%。板块方面，内房股由涨转跌，龙湖集团(00960)跌...</p>\n\n<a 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港股三大指数早盘受压，截至午间收盘，恒指跌0.88%，国企指跌0.98%，恒科指跌1.43%。蓝筹股中，腾讯控股(00700)涨1.58%，康师傅控股(00322)涨1.31%，恒基地产(00012)涨1.21%；跌幅方面，中升控股(00881)跌5.97%，龙湖集团(00960)跌5.07%，中国宏桥(01378)跌4.78%。板块方面，内房股由涨转跌，龙湖集团(00960)跌5.07%，新城发展(01030)跌3.60%，华润置地(01109)跌3.19%，万科企业(02202)跌2.89%，中国海外发展(00688)跌2.23%。摩根士丹利发表研究报告指，国家财政部昨日(13日)推出一系列有关住房税收减免措施，以降低买卖双方的交易成本。措施基本符合市场预期，并可能在短期内对房地产销售提供轻微帮助。该行认为，措施虽然或为买卖双方减低成本，不过仍未能扭转居民对楼价审慎的看法。连同居民对加大杠杆的意欲减轻，该行相信上述税项优惠稍微帮助内房销售，但难以支持一个持续的复苏。大摩提出，地产商几乎无法从政策中获益，因为大多数项目的毛利率仅处于十几个百分比，中海外发展和越秀地产(00123)可能会相对受益更多，反之认为一线城市的二手房代理机构可能是住房升级需求增强的主要受益者。黄金股普遍走低，灵宝黄金(03330)跌3.28%，中国黄金国际(02099)跌2.65%，招金矿业(01818)跌2.62%，山东黄金(01787)跌2.35%，紫金矿业(02899)跌1.87%。隔晚美元强势，加之美国国债收益率上升，国际金价连跌4日。隔晚纽约期金每盎司收报2586.5美元，下跌逾0.7%。华泰证券表示，共和党赢下总统和参议院，并且大概率赢下众议院，形成“横扫”，相关政策预期推高美元及美债。个股方面，永达汽车(03669)涨4.40%。中金公司表示，公司1H24新获得华为、小米等门店授权，该行看好公司同华为智选等新能源品牌合作经销渠道的发展潜力，以及为公司带来的盈利弹性。该行暂时维持公司盈利预测不变。切换至2025年估值，公司现价对应11.9x/9.1x2024e/2025eP/E，该行看好公司新能源合作加速落地带来的催化及后续利润弹性，上调目标25%至2.31港元。金山云(03896)涨17.7%。日前，金山云于港交所发布公告，宣布与中信金融租赁订立融资租赁协议，以加快AI基础设施相关投入；据协议，该融资租赁本金总额为2.5亿元，协议期三年，首期年利率为4.35%。中金发布研报指出，公司融资渠道的拓展将为后续季度AI算力投入提供更加充分的支撑。据估算，自3Q23以来的一年中，公司资本开支投入金额超过人民币36亿元，主要投入于AI算力。该行续指，公司持续受益于小米及金山生态需求放量。过去两年，在头部外部大客户需求收缩背景下，公司将基础设施及产研资源重新向生态内客户聚焦。2023年下半年，小米时隔五年重回金山云第一大客户；1H24，小米及金山集团占金山云总收入比例达19%，其中小米占总收入约15%。作为小米及金山生态唯一的战略级算力服务平台，预计金山云有望率先受益于生态客户AI业务布局带来的资源需求增量。摩根士丹利则表示，作为金山云主要客户的小米新电动车业务的边缘人工智能(Edge 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港股三大指数早盘受压 恒指半日跌0.88% 龙湖集团跌5.07%

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港股三大指数早盘受压恒指半日跌0.88% 龙湖集团跌5.07%