港股收盘(05.04) | 恒指收涨1.27% 大金融板块全线走强中国平安(02318)领涨蓝筹

智通财经2023-05-04

智通财经APP获悉，香港恒生指数开盘跌0.02%。早盘恒指迅速冲高，此后全天呈窄幅震荡走势。截至收盘，恒生指数涨1.27%或249.57点，报19948.73点，全日成交额1052.89亿港元；恒生国企指数涨1.96%，报6718.8点；恒生科技指数涨0.55%，报3856点。浙商国际指出，展望5月，港股市场基本面仍处于国内经济弱复苏的环境之中，全面复苏仍待需求端的进一步释放；资金面预计短期仍将受...

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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(05.04) | 恒指收涨1.27% 大金融板块全线走强 中国平安(02318)领涨蓝筹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-04 16:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/925801.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，香港恒生指数开盘跌0.02%。早盘恒指迅速冲高，此后全天呈窄幅震荡走势。截至收盘，恒生指数涨1.27%或249.57点，报19948.73点，全日成交额1052.89亿港元；恒生国企指数涨1.96%，报6718.8点；恒生科技指数涨0.55%，报3856点。浙商国际指出，展望5月，港股市场基本面仍处于国内经济弱复苏的环境之中，全面复苏仍待需求端的进一步释放；资金面预计短期仍将受...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/925801.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":"BK0196","symbol_name":"行业龙头","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/925801.html","article_id":"2332559941","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2332559941","pubTimestamp":1683189304,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"截至收盘，恒生指数涨1.27%或249.57点，报19948.73点，全日成交额1052.89亿港元；恒生国企指数涨1.96%，报6718.8点；恒生科技指数涨0.55%，报3856点。蓝筹股表现中国平安领涨蓝筹。截至收盘，中国太保涨9.19%，报25.55港元；中国太平涨9.07%，报9.62港元；新华保险涨8.6%，报24港元；中国平安涨7.73%，报59.25港元。截至收盘，跌4.29%，报22.3港元，全天成交额3.44亿港元。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK0196":"行业龙头","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK0207":"保险","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","03330":"灵宝黄金","01876":"百威亚太","03145":"华夏亚洲高息股","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","01988":"民生银行","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","IE0008368742.USD":"首域中国增长基金I Acc","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU1720050803.USD":"安联全方位中国股票基金","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK0028":"国家队","BK1507":"粤港澳大湾区","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1560":"内银股","BK0032":"征信","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","02318":"中国平安","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK4166":"消费信贷","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK0070":"员工持股","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","BK4526":"热门中概股","LU0051755006.USD":"摩根大通中国A (dist)","BK0187":"一线龙头","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1544":"黄金股","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","BK1610":"ETF&股票定投概念","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0175":"白马股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0823426480.USD":"法巴中国股票经典Dis","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD"},"translate_title":"Hong Kong stocks closed (05.04) Hang Seng Index closed up 1.27%. The big financial sector strengthened across the board. Ping an (02318) led the blue chip gains","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02318":1,"01988":0.9,"01876":0.9,"03330":0.9,"03145":0.6},"content_text":"智通财经APP获悉，香港恒生指数开盘跌0.02%。早盘恒指迅速冲高，此后全天呈窄幅震荡走势。截至收盘，恒生指数涨1.27%或249.57点，报19948.73点，全日成交额1052.89亿港元；恒生国企指数涨1.96%，报6718.8点；恒生科技指数涨0.55%，报3856点。浙商国际指出，展望5月，港股市场基本面仍处于国内经济弱复苏的环境之中，全面复苏仍待需求端的进一步释放；资金面预计短期仍将受美国经济数据扰动，但中长期向好趋势明显。对于5月港股的走势仍保持谨慎乐观。在配置上该行建议受益于“中特估”和行业景气回暖的低估值金融保险板块等。蓝筹股表现中国平安(02318)领涨蓝筹。截至收盘，涨7.73%，报59.25港元，成交额32.43亿港元，贡献恒指44.6点。天风证券表示，短期来看，公司负债端一季度修复动能强劲，叠加产品预定利率下调预期走强，预计Q2产品炒停或将继续支撑负债端高景气。长期来看，公司“4渠道+3产品”战略转型有望持续发力显效，当前养老及健康生态闭环已较为完善，代理人渠道持续深化绩优经营，有望进一步夯实负债端价值拐点。其他蓝筹方面，中信股份(00267)涨5.65%，报10.28港元，贡献恒指6.68点；中国人寿(02628)涨5.19%，报15.4港元，贡献恒指9.41点；华润啤酒(00291)跌4.81%，报57.35港元，拖累恒指7.77点；百威亚太(01876)跌4.29%，报22.3港元，拖累恒指3.3点。百威亚太今日公布2023年第一季度，期内公司收入同比增长12.9%，达17.02亿美元；股权持有人应占正常化溢利则由2022年第一季度的3.04亿美元下降至2023年第一季度的3亿美元，取得下降1.3%。热门板块方面盘面上，内险、内银、中资券商等大金融板块今日全线走强，基建股、中医药、电力、汽车股等涨幅居前；此外，大型科网股涨跌互现，博彩股继续下跌，啤酒、餐饮、航空等跌幅居前。1.内险股全天强势。截至收盘，中国太保(02601)涨9.19%，报25.55港元；中国太平(00966)涨9.07%，报9.62港元；新华保险(01336)涨8.6%，报24港元；中国平安(02318)涨7.73%，报59.25港元。瑞银研报指出，寿险行业在今年第一季实现了强劲的新业务价值(NBV)增长。尽管代理人人数下降30%，但保险公司的新业务价值平均同比增长15%。该行认为，代理生产力的提高、分销渠道的多元化和对储蓄产品的强劲需求是首季主要的增长动力。该行预计，行业将在第二季将保持增长势头，因为大多数保险公司在降价前都在加大储蓄产品的销售力度。2.内银股集体走强。截至收盘，民生银行(01988)涨10.3%，报3.32港元；邮储银行(01658)涨5.94%，报5.35港元；工商银行(01398)涨5.05%，报4.37港元；农业银行(01288)涨5%，报3.15港元。近日，六大行Q1业绩报相继出炉，数据显示，一季度，六大行合计实现归母净利润3590.4亿元，同比增长1.24%，日赚约39.89亿元。资产规模继续扩张，一季度，合计总资产规模达174.5万亿元。银河证券表示，银行板块今年一季度信贷实现开门红，实体融资需求逐步回暖，叠加货币政策趋稳、空间仍存，银行经营环境良好，基本面预计维持稳健，地产风险对资产质量影响有限。3.基建股涨幅居前。截至收盘，中国铁建(01186)涨4.76%，报7.27港元；中国中铁(00390)涨4.04%，报6.18港元；中国交建(01800)涨3.07%，报5.37港元；中国中冶(01618)涨2.95%，报2.44港元。东莞证券此前表示，2023Q1基建投资增速维持高位，狭义/广义基建投资增速维持了8%/10%以上的高位增长。此外“一带一路”沿线国家不断释放积极友好信号，有望进一步催化海外市场的开拓和扩大，也有望为建筑国企带来更多的基础建设、能源建设等领域的订单。建筑央国企大面积处于低估状态，随着新一轮国企改革的开启，在“中国特色估值体系”的推动下，建筑央国企有望迎来估值重塑的机遇。4.黄金股延续涨势。截至收盘，灵宝黄金(03330)涨8.33%，报1.82港元；中国黄金国际(02099)涨7.95%，报44.15港元；山东黄金(01787)涨4.5%，报17.66港元；招金矿业(01818)涨2.12%，报13.48港元。COMEX 6月黄金期货隔夜收涨0.7%，报2037.00美元/盎司。Altavest的执行合伙人Michael Armbruster表示，黄金期货价格的上涨应该归因于“在充满不确定性的世界里，一次经典的避险需求推动”。华西证券研报指出，中期驱动因素而言，加息渐近尾声对黄金金融属性压制减弱，大趋势之下，金价仍具有向上弹性，建议关注黄金投资机会。5.电力股全线走高。截至收盘，大唐发电(00991)涨5.33%，报1.58港元；华润电力(00836)涨4.61%，报17.7港元；中国电力(02380)涨2.75%，报2.99港元；华电国际(01071)涨2.67%，报3.85港元。据中国能源报报道，今年夏季我国大部分地区气温或偏高，能源保供形势依然严峻，全国电力供需平衡偏紧，局地高峰时段电力供需紧张。国网能源研究院预计今年全国全社会用电量约为9.25万亿千瓦时，比上年增长7%左右。天风证券此前表示，展望二季度，多省电价仍有望保持高比例上浮，同时成本端现货煤价大幅下降并有望带动长协煤履约率提升，火电盈利能力或将进一步修复。热门异动股1.潍柴动力(02338)AH股齐涨。截至收盘，涨10.93%，报13.6港元，全天成交额2.95亿港元。潍柴动力近日公布2023年第一季度业绩，营业收入约人民币534.34亿元，同比增长18.25%；归属于上市公司股东的净利润约18.56亿元，同比增长68.29%。国泰君安研报表示，潍柴动力一季度业绩表现略超预期，随着行业恢复步入增长态势，高端业务仍然值得期待，2023年有望在重卡行业复苏中实现收入与业绩的恢复性增长。2.百威亚太(01876)绩后下挫。截至收盘，跌4.29%，报22.3港元，全天成交额3.44亿港元。百威亚太公布，2023年第一季度收入增长12.9%及每百升收入增长3.5%；正常化溢利3亿美元，股权持有人应占正常化溢利由2022年第一季度的3.04亿美元下降至2023年第一季度的3亿美元，取得下降1.3%。股权持有人应占溢利由2022年第一季度的3.02亿美元下降至2023年第一季度的2.97亿美元;正常化每股盈利2.27美分，3.恒泰裕集团(08081)发布盈警。截至收盘，跌7.45%，报0.087港元，全天成交额717.19万港元。恒泰裕集团昨日公布，集团预期截至2023年3月31日止3个月取得亏损不少于1000万港元，而截至2022年3月31日止3个月则取得溢利约356.6万港元，主要由于集团由截至2022年3月31日止3个月的分占联营公司溢利约1254万港元转为集团截至2023年3月31日止3个月的分占联营公司亏损。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","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/2332559941"}

港股收盘(05.04) | 恒指收涨1.27% 大金融板块全线走强 中国平安(02318)领涨蓝筹

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港股收盘(05.04) | 恒指收涨1.27% 大金融板块全线走强中国平安(02318)领涨蓝筹