港股速报 | 港股迎来反弹，恒科涨超1% 机构建议：未来把握三条主线

每日经济新闻06-24 09:59

今日（6月24日），港股市场经过连续下跌之后，终于迎来小幅反弹。　　早间开盘，恒生指数报23420.70点，高开84.42点，涨幅0.36%；恒生科技指数开盘报4420.41点，上涨21.19点，涨幅0.48%。开盘之后，恒生科技指数快速拉升，截至发稿，涨幅超过1%。　　新股方面，今日又有两只新股同时上市。　　麦科医药-B（HK02335）上市首日高开86%，截至发稿，涨超80%。　　麦科医药...

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　　麦科医药致力于推动多肽类药物成为多个疾病领域的基石疗法。凭借在多肽类药物研究与开发领域逾十年的经验，公司已建立一个全面一体化的平台，支持双多功能多肽类候选药物的产业化。公开招股阶段，公司获得1181.46倍认购。　　另一只新股是仙工智能（HK06106），今日上市表现清淡，开盘后最多仅上涨0.2%。 　　仙工智能是一家智能机器人公司，以机器人控制系统（机器人大脑）为核心。作为公司业务的关键差异化优势，仙工智能自主研发的机器人控制技术构成了支撑智能机器人产品的基础。凭借在机器人大脑领域的市场地位与领先技术，公司研发并销售机器人、控制器、软件及配件，为真实场景提供含开发、获得、使用的一站式智能机器人解决方案。公开发售阶段，仙工智能获超5900倍认购。　　其他方面，盘面上，科网股涨多跌少，联想、百度涨超2%；黄金股低迷，灵宝黄金跌超1%；汽车股活跃，蔚来涨超4%；医药股部分上涨，宝济药业涨超6%。　　后市展望：　　华泰证券认为，港股市场情绪仍处恐慌水平，并未出现改善迹象。归因来看，本轮港股下跌的主要驱动因素或来自沽空力量的抬升，而并非多头的抛压。对于后市，港股市场中枢反转仍要看大厂AI进展和消费修复催化，当前尚未到合适时机。　　中国银河认为，港股近期表现低迷，本质是外部宏观流动性收紧。一方面，国际资本在港股市场中占比高达60%，美元走强意味着全球美元流动性收紧，资金回流美国，直接抽离市场流动性。另一方面，美债收益率上行，压制了依赖远期现金流的成长板块的估值。　　对于具体配置而言，中国银河认为，应把握三条主线。一是前期跌幅较大、沽空压力集中，且当前盈利预期已边际企稳的超跌板块，如可选消费等。二是高股息、红利资产，在美债收益率高位震荡、市场存在不确定性的环境下，高股息资产提供了安全边际，建议关注能源、材料、有色金属、银行、非银等板块。三是科技板块，尽管短期AI硬件链承压，但中期维度下，AI算力产业链、半导体、互联网平台仍是港股最具稀缺性和成长性的方向，建议关注半导体设备、材料、AI平台应用与软件等盈利确定性强的细分领域。（文章来源：每日经济新闻）","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,"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 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