港股收盘(04.02) | 恒指收跌0.7% 停战预期落空大市承压吉利汽车(00175)逆市升8%领跑蓝筹

智通财经网04-02

智通财经APP获悉，特朗普扬言要将伊朗打回“石器时代”，令此前市场对于战争迅速结束的希望落空，港股三大指数全天承压走低，截至收盘，恒生指数跌0.7%或177.5点，报25116.53点，全日成交额2436.28亿港元；恒生国企指数跌0.56%，报8456.92点；恒生科技指数跌1.63%，报4679.1点。全周来看，恒指累涨0.66%，国指累涨0.04%，恒科指数累跌2.07%。东吴证券表示，如果...

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个别油气股走强。截至收盘，山东墨龙(00568)涨16.37%，报9.24港元；百勤油服(02178)涨9.26%，报0.295港元；中石化油服(01033)涨3.37%，报0.92港元。4月2日，国际原油持续走高，WTI原油涨超5%，报105.65美元/桶；布伦特原油一度涨7%，升至108美元/桶。当地时间4月1日晚，美国总统特朗普发表全国讲话时表示，美国将在两到三周内对伊朗发动猛烈的打击，将该国打回“石器时代”。其言论转硬降低了市场原本对战争迅速结束的希望。另据CCTV国际时讯，伊朗哈塔姆·安比亚中央司令部发言人发表声明称，美国和以色列对伊朗强大能力一无所知，敌方将承受更具毁灭性、范围更广、破坏性更大的行动。2. 汽车股走势分化。截至收盘，奇瑞汽车(09973)涨15.26%，报32.02港元；吉利汽车(00175)涨8.37%，报23.82港元；零跑汽车(09863)涨3.41%，报53港元；小鹏集团-W(09868)跌0.73%，报67.75港元。4月1日，多家车企陆续披露3月销量，其中零跑汽车3月交付量超5万辆，再次成为造车新势力月度销冠，蔚来、理想汽车的交付量均大幅增长，小鹏汽车3月实现27415辆，同比下降17.44%，为唯一一家负增长的造车新势力车企。此外，吉利汽车3月销量为23.3万辆，海外出口方面，3月销量81639辆，同环比双增长，同比增长120%，环比增长34%。华泰证券指出，近期中东局势扰动带动油价攀升，市场关注电车相对燃油车的经济性边界。欧洲及东南亚有望成为油价上行背景下海外电动车渗透率提升的核心增量来源。推荐目标市场电车销量最高的龙头、及欧洲布局较快的公司。3. 猪肉股逆势上涨。截至收盘，德康农牧(02419)涨5.99%，报66.35港元；牧原股份(02714)涨4.31%，报40.2港元。据证券时报，国家发展改革委、商务部、财政部近期将开展今年第二批中央冻猪肉储备收储，并要求各地同步收储，更好发挥储备调节作用。下一步，国家发展改革委等部门将继续密切跟踪生猪市场动态，加大收储力度，强化产能综合调控，引导养殖场户合理安排生产经营，促进市场平稳运行。展望后续猪价走势，东兴证券研报指出，随着产能去化效果逐步显现，2026年下半年供应压力将有所缓解。4. 航空股集体承压。截至收盘，东方航空(00670)跌4.86%，报3.72港元；南方航空(01055)跌4.26%，报4.05港元；中国国航(00753)跌3.81%，报4.8港元；国泰航空(00293)跌2.81%，报11.41港元。美国总统特朗普关于伊朗战事&quot;重要更新&quot;的讲话令停战预期落空，国际油价今日应声大涨。招商证券分析指出，航油作为航空业最大刚性成本项目，占总运营成本比重达30%-40%。国际油价快速上行导致国内航空煤油综合采购成本大幅攀升，油价每上涨100元/吨，三大航司年化成本将增加15亿至20亿元，成本压力传导至终端势在必行。值得关注的是，继国际航线燃油附加费全面上调后，4月5日国内航线燃油附加费将上涨5倍。热门异动股1. 理士国际(00842)放量飙涨，截至收盘，涨76.79%，报0.99港元。理士国际公布，于考虑现时市场及监管状况等多项因素后，决定于现阶段不进行建议分拆Leoch Energy Inc.及于美国证券交易所上市。Leoch Energy Inc.将调整其融资策略并寻求新机遇。2. 极视角(06636)显著攀升，截至收盘，涨20.12%，报99.7港元。极视角是一家AI计算器视觉解决方案提供商，为各行各业的企业提供涵盖开发、部署及管理的端到端企业级解决方案。从招股认购情况来看，极视角的市场认购表现火热，申购人数159089人，香港公开发售获得4591.37倍认购。3. 傅里叶(03625)创新高，截至收盘，涨12.61%，报92港元。公开资料显示，傅里叶半导体本次香港IPO公开发售部分超购高达3117倍，累计接获超过11万人认购，成为今年硬科技新股中最受资金追捧的明星标的之一。成功上市后，傅里叶半导体成为港股“AI音频芯片第一股”。4. 鸣鸣很忙(01768)延续涨势，截至收盘，涨5.35%，报382港元。美银证券指出，鸣鸣很忙2026年第一季同店销售增长开局强劲，受惠于营运改善及春节假期较长。该行相信，在频繁的产品更新及新类别扩张带动下，增长势头将在年内持续。集团正优先发展加热类及冷藏冷冻类产品，因其需求能见度较强且具规模化潜力。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","kind":"highlight","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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(04.02) | 恒指收跌0.7% 停战预期落空大市承压 吉利汽车(00175)逆市升8%领跑蓝筹

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港股收盘(04.02) | 恒指收跌0.7% 停战预期落空大市承压吉利汽车(00175)逆市升8%领跑蓝筹