【特约大V】邓声兴:港股缺乏方向,25000区间上落

金吾财讯
Aug 20

金吾财讯 | 恒指周二(19日)收市报25122,跌53点或0.21%。大市全日成交2782亿元。国指跌27点或0.3%,报9006;科指跌37点或0.67%,报5542。业绩股荣辱互见,华润啤酒(00291)中期多赚23%兼增派息,全日升6.2%,收28.28元;美的置业(03990)料中期核心盈利上升,股价今早最多升18.6%,高见5.6元,收市升0.4%,报4.74元。歌礼制药(01672)折让一成配股集资,股价一度下挫15.7%,低见15.4元,全日泻近15%,报15.52元。道指周二(19日) 收市报44922点,升10点;标指跌0.59%,报6411点;纳指挫1.46%,报21314点;重磅科企普遍受压,辉达(Nvidia)股价收市急挫3.5%,为跌幅最大道指成份股,集团据报正在为中国开发一款、基于其最新Blackwell架构的新型AI芯片B30A,功能较目前获准在中国销售的H20更强大。亚马逊、Alphabet、Meta及Netflix跌1%至2.5%,据《纽约时报》报道,Meta考虑全面缩减人工智能(AI)部门的规模。特斯拉(Tesla)在内地推出新车款,股价反复回吐1.8%。Palantir再泻9.4%,由纪录高位连续第5个交易日滑落。亚太股市今早(20日)个别走,日经225指数现时报42932点,跌613点或1.41%。南韩综合指数现时报3196点,跌55点或1.75%。港股缺乏方向,25000区间上落。药明合联(02268)药明合联公布6月止六个月中期业绩,收益27.01亿人民币(下同),按年增加62.2%,纯利7.46亿元增长52.7%,毛利率提升4个百分点至36.1%。未完成订单总量13.29亿美元同比增长57.9%,展现强劲增长动能。业务亮点包括非ADC板块收入近翻倍增长,新签iCMC项目37个创新高,双抗ADC等创新分子频现。此外,集团全球客户数量扩至563家,新增64家客户,前20大药企中13家建立合作。生产能力持续强化,上半年完成4个PPQ阶段组分生产,为商业化量产奠定基础。集团市占率亦从2022年9.9%跃升至2025年上半年约22%,稳居ADC CRDMO领域领先地位。相信凭藉技术平台优势与全球化布局,公司持续引领生物偶联药物外包服务市场发展。目标价$68,止蚀价$52。(笔者未持有上述股份)

作者:香港股票分析师协会主席邓声兴博士

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