港股速报 | 金辉控股“逆袭”领涨，芯片双雄股价“冰火两重天”

每日经济新闻08-14

今日（8月14日）早间，港股市场调整继续。　　早间开盘，恒生指数报25219.15点，低开177.36点，跌幅0.70%；恒生科技指数开盘报4763.76点，低开28.63点，跌幅0.60%。　　市场焦点方面，内房股金辉控股（HK09993）中报预计扭亏为盈，早盘涨超15%。　　消息面，金辉控股昨晚发布公告，公司预计截至2026年6月30日的半年度母公司拥有人应占盈利不超过0.9亿元，而与截至...

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href=http://stock.eastmoney.com/a/202608143841502363.html><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日（8月14日）早间，港股市场调整继续。　　早间开盘，恒生指数报25219.15点，低开177.36点，跌幅0.70%；恒生科技指数开盘报4763.76点，低开28.63点，跌幅0.60%。　　市场焦点方面，内房股金辉控股（HK09993）中报预计扭亏为盈，早盘涨超15%。 　　消息面，金辉控股昨晚发布公告，公司预计截至2026年6月30日的半年度母公司拥有人应占盈利不超过0.9亿元，而与截至...</p>\n\n<a 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ETF","BK1614":"港股-半导体","BK1607":"新IT概念","01347":"华虹宏力","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC"},"translate_title":"Hong Kong Stock Express | Jinhui Holdings'\"counterattack\" led the rise, and the stock price of chip duo was \"ice and fire\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688347":1.92,"688981":1.94,"TCHI":0.6,"00981":1.94,"01347":1.92,"09993":1.97},"content_text":"今日（8月14日）早间，港股市场调整继续。　　早间开盘，恒生指数报25219.15点，低开177.36点，跌幅0.70%；恒生科技指数开盘报4763.76点，低开28.63点，跌幅0.60%。　　市场焦点方面，内房股金辉控股（HK09993）中报预计扭亏为盈，早盘涨超15%。 　　消息面，金辉控股昨晚发布公告，公司预计截至2026年6月30日的半年度母公司拥有人应占盈利不超过0.9亿元，而与截至2025年6月30日的母公司拥有人应占亏损约2.3亿元相比，呈现显著改善。金辉控股表示，此次盈利的主要原因包括本期结转收入的部分项目毛利较高，以及转销之前年度计提存货减值和部分投资性物业产生的公允价值亏损同比缩减。　　此外，两大芯片龙头公布财报后表现分化，其中，中芯国际（HK00981）早盘涨超4%，华虹宏力（HK01347）早盘跌超9%。 　　据中芯国际公告，2026年第二季度，公司整体实现销售收入30亿美元，环比增长20%；毛利率为25.3%，环比增加5.2个百分点。第三季度，收入预计环比增长2%到4%，毛利率指引为26%至28%。展望下半年，人工智能产生的产业推动与溢出效应还将持续，为集成电路制造带来广泛的需求。公司灵活调配已有产能，快速验证新增产能，帮助缓解产业链紧缺局面。总体来说，公司对行业走向和公司发展保持乐观看法。 　　据华虹宏力公告，2026年第二季度销售收入创历史新高，达7.175亿美元，同比增长26.8%，环比增长8.6%；毛利率16.5%，同比上升5.6个百分点，环比上升3.5个百分点；母公司拥有人应占利润3860万美元，同比上升385.9%，环比上升84.6%。2026年第三季度预计销售收入约在7.7亿美元至7.8亿美元之间；预计毛利率约在16%至18%之间。　　此外，联想集团（HK00992）今日低开高走，截至发稿涨超2%，再创历史新高。　　昨日大涨近20%的布鲁可（HK00325）今日继续冲高，截至发稿一度涨超10%。 　　其他方面科网股普跌，京东跌超6%、美团跌超3%。中资券商股活跃，光大证券涨超1%。黄金股走强，中国黄金国际涨超9%，灵宝黄金涨超1%。　　后市展望：　　东吴证券认为，短期外部利率压力阶段性减轻，科技公司业绩验证有望提供支撑，但地缘风险仍制约上行空间，港股仍以结构性行情为主。　　华泰证券认为，本轮上涨资金驱动属性突出，随着平仓回补动能减弱，叠加30年期美债收益率处于多年高位压制估值，中报季盈利确定性将成为主导变量。　　中信建投表示，当前大涨暂不能定义为趋势性牛市反转，本质是前期极度压抑后的超跌估值修复与阶段性反弹。港股要实现“长牛反转”，仍需迈过企业盈利弹性与流动性筹码两大门槛。（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":false,"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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