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【特约大V】邓声兴：港股反弹，关注后市上升动力是否足够

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恒指周四（6日）收市报26485，升550点或2.12%；大市全日成交2346亿元。国指升192点或2.1%，报9355点；科指升158点或2.74%，报5944点。<a href=\"https://laohu8.com/S/603977\">国泰</a>(00293)拟斥69亿元回购卡塔尔航空所持9.6%股权，该股升4%，报11.73元。芯片股再落镬，中芯(00981)升7.3%，报76.95元，是升幅第二大蓝筹；<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>(01347)升9.1%，报80.1元。道指周四(6日) 收市报报46912点，跌398点或0.84%；标指下滑1.12%，报6720点；纳指挫1.9%，报23053点。重磅股中，辉达(Nvidia)股价收市倒跌3.7%；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(Tesla)周四稍后举行股东会，就向行政总裁马斯克授予天价薪酬的议案表决，股价挫3.5%。美国上市的英国芯片设计公司安谋(ARM)今季盈利和收入预测俱胜预期，股价回吐1.2%。<a href=\"https://laohu8.com/S/002540\">亚太</a>股市今早(7日)个别走，日经225指数现时报49986点，跌897点或1.76%。南韩综合指数现时报3959点，跌66点或1.66%。港股反弹，关注后市上升动力是否足够。<a href=\"https://laohu8.com/S/000951\">中国重汽</a>(03808)<a 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恒指周四（6日）收市报26485，升550点或2.12%；大市全日成交2346亿元。国指升192点或2.1%，报9355点；科指升158点或2.74%，报5944点。<a href=\"https://laohu8.com/S/603977\">国泰</a>(00293)拟斥69亿元回购卡塔尔航空所持9.6%股权，该股升4%，报11.73元。芯片股再落镬，中芯(00981)升7.3%，报76.95元，是升幅第二大蓝筹；<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>(01347)升9.1%，报80.1元。道指周四(6日) 收市报报46912点，跌398点或0.84%；标指下滑1.12%，报6720点；纳指挫1.9%，报23053点。重磅股中，辉达(Nvidia)股价收市倒跌3.7%；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(Tesla)周四稍后举行股东会，就向行政总裁马斯克授予天价薪酬的议案表决，股价挫3.5%。美国上市的英国芯片设计公司安谋(ARM)今季盈利和收入预测俱胜预期，股价回吐1.2%。<a href=\"https://laohu8.com/S/002540\">亚太</a>股市今早(7日)个别走，日经225指数现时报49986点，跌897点或1.76%。南韩综合指数现时报3959点，跌66点或1.66%。港股反弹，关注后市上升动力是否足够。<a href=\"https://laohu8.com/S/000951\">中国重汽</a>(03808)<a href=\"https://laohu8.com/S/03808\">中国重汽</a>2025年上半年业绩表现稳健，营收达508.8亿元，净利润34.3亿元，同比分别增长4.2%和4.0%。公司重卡销量13.7万辆，同比增长9.2%，其中内销表现亮眼，增长19.3%，外销保持稳定。在细分市场方面，公司持续保持领先地位，500马力以上燃气车、冷藏车及高端专用车市占率均位居行业第一。新能源领域表现尤为突出，重卡销量同比大增220.3%，市场占有率达11.8%，其中新能源渣土自卸车市占率位列行业首位。海外市场布局成效显着，公司已在110多个国家建立完善的行销网络，设立200多家经销商和29个境外KD生产工厂，形成覆盖非洲、中东、东南亚等新兴市场及部分成熟市场的国际营销体系，出口市占率持续稳居国内重卡行业第一。展望未来，在国内换车周期持续及政策支持，加上新兴市场需求强劲的带动下，特别是液化天然气重卡需求前景看好，公司凭藉其在传统与新能源领域的双重优势，以及完善的海外布局，未来增长动力可期。目标价$35，止蚀价$25。(笔者为证监会持牌人士及笔者未持有上述股份)</p><p>作者：香港股票分析师协会主席邓声兴博士</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/NDMwYzk0ZmE3ODZlM2UzYjdhOWIyNjc2MTkzNTM0OQ==.jpg","relate_stocks":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4555":"新能源车","BK1548":"重型机械股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4588":"碎股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF 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AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC"},"source_url":"1969192","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581556025","content_text":"金吾财讯 | 恒指周四（6日）收市报26485，升550点或2.12%；大市全日成交2346亿元。国指升192点或2.1%，报9355点；科指升158点或2.74%，报5944点。国泰(00293)拟斥69亿元回购卡塔尔航空所持9.6%股权，该股升4%，报11.73元。芯片股再落镬，中芯(00981)升7.3%，报76.95元，是升幅第二大蓝筹；华虹半导体(01347)升9.1%，报80.1元。道指周四(6日) 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