港股收盘(03.04) | 恒指收跌0.28% 汽车股全天承压黄金股逆势走高

智通财经2025-03-04

智通财经APP获悉，特朗普关税政策扰动市场，港股三大指数今日承压低开，随后逐步回升，恒指及恒科指数午后均一度转涨，但尾盘再度回落，恒科指数几乎平收。截止收盘，恒生指数跌0.28%或64.5点，报22941.77点，全日成交额2695.28亿港元；恒生国企指数跌0.62%，报8367.47点；恒生科技指数平收，报5535.64点。浙商国际认为，当下港股市场虽然基本面仍未有明显改善，但资金面和情绪面都...

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Collection正有潜力演变成独立品牌，从而释放重大价值。另外，该行认为周大福先前的快速店铺扩张策略正急剧逆转，预计净利润或于2024财年下半年触底。其他蓝筹股方面，华润啤酒(00291)涨4.53%，报25.4港元，贡献恒指2.81点；百威亚太(01876)涨4.5%，报8.59港元，贡献恒指1.14点；理想汽车-W(02015)跌3.22%，报108.2港元，拖累恒指7.85点；银河娱乐(00027)跌3.09%，报31.35港元，拖累恒指3.48点。热门板块方面盘面上，大型科技股涨跌不一，网易涨超2%，腾讯涨超1%，阿里巴巴跌1.99%。比特币高位跳水，加密货币概念股多数下挫；欧佩克决定如期增产，石油股今日集体走低；汽车股普遍承压，华晨中国跌超9%；锂电池股、光伏股、博彩股、内房股等悉数走低。另一边，市场避险情绪明显提升，黄金股逆势走高；机器人概念股强势，优必选涨超10%；军工股、消费股等表现活跃。1. 黄金股逆势走高。截至收盘，灵宝黄金(03330)涨6.34%，报5.37港元；招金矿业(01818)涨3.93%，报13.74港元；山东黄金(01787)涨3.67%，报15.24港元；中国黄金国际(02099)涨3.67%，报45.2港元。受美国加征关税决定影响，市场避险情绪明显升温，叠加美元继续走软，国际金价周一显著上涨。摩根大通发布最新预测称，到2025年第四季度，金价可能接近每盎司3000美元。华福证券认为，短期来看，全球贸易战扩大的担忧加剧，市场对未来经济滞涨担忧仍在，预计贵金属价格震荡为主；中长期角度来看，全球主要经济体货币政策方向明确，东欧及朝鲜半岛等地缘冲突仍将凸显贵金属避险属性，中国央行1月增持黄金，贵金属中长期配置价值不改。2. 加密货币概念股下挫。截至收盘，欧科云链(01499)跌15.22%，报0.156港元；蓝港互动(08267)跌12.12%，报0.29港元。由于投资者对于行业的情绪仍然消极，加上美国总统特朗普的关税威胁，加密货币市场再度调整。比特币周一大涨过后再次跌破90000美元。截至发稿，比特币报83442美元/枚。此外，以太币24小时内跌超10%，Solana下跌超13%,。日本比特币交易所Bitbank的加密货币市场分析师Yuya Hasegawa表示，特朗普关于加密货币储备的言论不会持续推动代币价格上涨，市场已经消化了他的计划。3. 汽车股跌幅居前。截至收盘，理想汽车-W(02015)跌3.22%，报108.2港元；小鹏汽车-W(09868)跌3.01%，报78.9港元；长城汽车(02333)跌2.32%，报12.62港元。比亚迪宣布配股净筹约433.83亿港元，拟作集团研发投入、海外业务发展、补充营运资金以及一般企业用途。中信建投在研报中提示风险称，汽车电动智能化趋势下，国内整车厂和零部件供应商竞相布局，随着技术进步、新产能投放等供给要素变化，未来行业竞争或加剧，整车和零部件企业的市场份额及盈利能力或将有所波动。大摩此前发布研报称，即使有自动驾驶升级的推动，维持对今年行业平均售价同比下降4%至6%的预测。该行估算主流电动车型的自动驾驶升级带来每辆车成本增加4,000至1万元人民币。而要在不显著提价的情况下抵销相关成本，代工生产车厂需要增加至少30%的车辆销量，同时将零件成本降低5%至10%。4. 石油股集体走低。截至收盘，中海油(00883)跌2.35%，报17.44港元；中石油(00857)跌2.23%，报5.69港元；昆仑能源(00135)跌1.17%，报7.6港元。据报道，欧佩克代表称，欧佩克+将继续推进4月石油增产计划。欧佩克+将在4月继续执行每日增产13.8万桶的计划，这将是为恢复停产两年多的产量而进行的一系列月度增产中的首次增产，到2026年产量将逐步恢复到每天220万桶。隔夜国际油价下跌，纽约商品交易所4月交货的轻质原油期货价格下跌1.39美元，收于每桶68.37美元，跌幅为1.99%；5月交货的伦敦布伦特原油期货价格下跌1.19美元，收于每桶71.62美元，跌幅为1.63%。东吴期货认为，油价短期仍围绕地缘、制裁、关税等因素波动。热门异动股1. 金川国际(02362)全天强势。截至收盘，涨12.96%，报0.61港元。刚果民主共和国此前表示将暂停钴出口四个月，以控制国际市场上的供过于求。中信证券表示，测算此举或影响刚果（金）2025年7万吨的钴出口量，或将带动全球钴市场供应在短期内转为短缺，推动钴价企稳反弹。据悉，金川国际及其附属公司主要从事于刚果（金）及赞比亚开采有色金属，主要为铜及钴；及于香港进行矿产品及金属产品贸易。2. 和誉-B(02256)绩后走高。截至收盘，涨8.7%，报6.87港元。和誉发布截至2024年12月31日止年度的年度业绩，该集团取得收入人民币5.04亿元(单位下同)，同比增加2544%；取得纯利2830万元，同比实现扭亏为盈。此外，和誉公布，董事会已批准购回股份计划，动用不超过2亿港元于市场购回公司股份。3. 中航科工(02357)显著上涨。截至收盘，涨6.15%，报4.14港元。西部证券此前指出，中航科工是航空工业集团旗下的航空装备综合性上市平台，控股中直股份、洪都航空、中航机载和中航光电四大A股上市公司。该行指出，列装需求提速，军备换代在即，外贸业务或成为教练机产业增长点；国产大飞机注入新增量，旗下多家公司为核心供应商。4. 华晨中国(01114)股价回吐。截至收盘，跌9.43%，报3.84港元。华晨中国公布，于3月3日董事会会议上，经考虑集团财务及现金流量状况以及任何可能策略投资机遇后，董事会决议宣派特别股息每股公司普通股1港元。花旗发布研报称，华晨中国此次派特别息1港元，远胜市场预期的每股0.25港元至0.5港元。","kind":"news","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,"need_auth":false,"code":"91000000","status":"200"},"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(03.04) | 恒指收跌0.28% 汽车股全天承压 黄金股逆势走高

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港股收盘(03.04) | 恒指收跌0.28% 汽车股全天承压黄金股逆势走高