港股收盘(12.03) | 恒指收涨1% 药明系全天走高半导体股普遍承压

智通财经12-03

智通财经APP获悉，港股早盘呈低位震荡走势，午后三大指数短线走高，恒指一度涨超200点，恒科指则抹去此前所有跌幅。截止收盘，恒生指数涨1%或196.03点，报19746.32点，全日成交额为1266.83亿港元；恒生国企指数涨0.9%，报7072.13点；恒生科技指数涨0.27%，报4417.99点。银河证券指出，美国通胀水平居高难下，且市场预期特朗普执政后实施的一系列政策将抬升美国再通胀风险，...

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href=http://www.zhitongcaijing.com/content/detail/1219640.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，港股早盘呈低位震荡走势，午后三大指数短线走高，恒指一度涨超200点，恒科指则抹去此前所有跌幅。截止收盘，恒生指数涨1%或196.03点，报19746.32点，全日成交额为1266.83亿港元；恒生国企指数涨0.9%，报7072.13点；恒生科技指数涨0.27%，报4417.99点。银河证券指出，美国通胀水平居高难下，且市场预期特朗普执政后实施的一系列政策将抬升美国再通胀风险，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1219640.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":"LU0348735423.USD","symbol_name":"ALLIANZ HONG KONG EQUITY \"A\" (USD) 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医药股多数走高，药明系表现亮眼。截至收盘，云顶新耀-B(01952)涨10.96%，报45.05港元；三生制药(01530)涨9.15%，报6.32港元；药明生物(02269)涨7.87%，报16.72港元；药明康德(02359)涨6.32%，报52.15港元；先声药业(02096)涨5.73%，报7.38港元。多家医药公司披露相关进展。云顶新耀宣布伊曲莫德(VELSIPITY)用于治疗中重度活动性溃疡性结肠炎成人患者的新药上市许可申请，已获得香港卫生署正式受理；先声药业的先必新舌下片(依达拉奉右莰醇舌下片)获国家药监局批准在中国上市；再鼎医药和Novocure宣布，肿瘤电场治疗关键的3期PANOVA-3研究达到了其主要终点，与对照组相比，在中位总生存期（mOS）上显示出统计学意义上的显著改善。民生证券指出，医保谈判落地，整体符合预期，同时医药政策持续边际向好，医保支出增长预期稳定，医保平台数据赋能商业保险。Q4 开始，医药板块报表端逐渐进入刚需复苏节奏，叠加创新药板块数据、对外授权等板块事件催化，全面看好医药板块年底行情。关注2024年12月参议院日程及排期，单独立法方面H.R.8333相关进展；美联储降息50bp，biotech融资端有望延续上半年改善趋势，以海外客户为主要订单和收入贡献的CXO龙头有望进一步回暖。2. 中特估概念午后发力。截至收盘，中烟香港(06055)涨7.85%，报26.8港元；中国太保(02601)涨4.02%，报25.85港元；中石油(00857)涨2.93%，报5.63港元；工商银行(01398)涨2.39%，报4.72港元；中国神华(01088)涨2.03%，报32.7港元。银河证券表示，重视中国式现代化进程中央国企的投资价值。其一，本轮国企改革以提高核心竞争力和增强核心功能为目标，央国企并购重组、整合资源的进程或有所加快。其二，央国企市场化经营机制不断完善，2025年普遍推行末位调整和不胜任退出制度，经营水平和盈利能力有望进一步增强。其三，提振资本市场的大背景下，央国企“市值管理”要求或被强化，央国企将更加重视上市主体的市场表现，加大分红力度、适时开启增持或回购等提振信心的行为将更加普遍。其四，在海外不确定性扰动和国内经济新旧动能转换的背景下，央国企将发挥稳增长扩投资的引领作用，是不确定性中的确定性。3. 半导体股普遍承压。截至收盘，宏光半导体(06908)跌5.08%，报0.56港元；晶门半导体(02878)跌3.06%，报0.475港元；上海复旦(01385)跌2.48%，报14.96港元；中芯国际(00981)跌1.52%，报26港元；华虹半导体(01347)跌1.21%，报20.4港元。中信证券指出，美国商务部于2024年12月2日更新了半导体出口管制政策和实体清单，主要针对中国大陆半导体企业。该行认为短期实际影响有限，长期而言则需放弃幻想，自立自强，有望进一步加速全产业链国产化进程。平安证券认为，在国家政策和资金扶持引导下，国内企业自主创新能力会进一步提升。长期来看半导体等核心技术的国产化需求凸显，国内产业链企业国产化率提升意愿较强，给国内半导体企业更多机会，建议关注国产化设备及材料导入带来的市场潜力。4. 内房股走势分化。截至收盘，融信中国(03301)跌7.14%，报0.455港元；远洋集团(03377)跌3.28%，报0.295港元；富力地产(02777)跌2.98%，报1.63港元；另一边，龙光集团(03380)涨1.83%，报1.11港元；华润置地(01109)涨1.51%，报23.6港元。中指研究院数据显示，1-11月，百强房企销售总额为38516.0亿元，同比下降32.9%，降幅较上月缩窄1.8个百分点。11月单月，百强房企销售额同比减少9.46%，环比减少18.62%。另据克尔瑞，11月TOP100房企实现销售操盘金额3633.5亿元，环比降低16.6%，较9月仍增长44.3%；同比降低6.9%，单月业绩同比降幅低于往年同期。累计业绩34326.3亿元，同比降低30.7%，降幅较10月收窄近2个百分点。热门异动股1. 微创机器人- B(02252)股价重挫。截至收盘，跌14.17%，报8.42港元。微创机器人宣布，拟配售3470万股，配售价为每股H股7.85港元，较配售协议日期收市价折让约19.98%。配售股份占经配发及发行配售股份扩大后公司已发行股本的约3.45%，所得款项净额约2.66亿港元。2. 海昌海洋公园(02255)放量大涨。截至收盘，涨18.6%，报0.51港元。海昌海洋公园此前宣布与一家产业基金订立无法律约束力示意性条款清单，约定该基金拟认购公司发行的可转换债券1亿美元。潜在融资事项预期将导致该基金可能成为公司主要股东，同时将引入新的董事和高级管理层，并建立重大战略合作关系，涉及公司目前及未来的业务。3. 香港宽频(01310)复牌走高。截至收盘，涨5.56%，报5.13港元。香港宽频公布，接获中国移动香港提出有条件自愿全面要约，每股现金价5.23港元，较昨日停牌前收报溢价约7.61%。另外，公司确认董事会已收到I Squared Asia Advisors Pte Ltd.提出无约束力的初步意向，表示有意收购公司的100%已发行股份。4. 联想集团(00992)温和上扬。截至收盘，涨4.06%，报9.48港元。国信证券指，基础设施方案业务集团收入同比高增。受AI需求拉动，叠加公司在液冷领域核心优势(Neptune方案)，公司基础设施方案业务快速增长，2025财年第二财季实现收入33.05亿美元，同比升65.1%、按季升4.6%；经营方面，2025自然年有望实现盈利。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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; 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港股收盘(12.03) | 恒指收涨1% 药明系全天走高 半导体股普遍承压

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港股收盘(12.03) | 恒指收涨1% 药明系全天走高半导体股普遍承压