港股晨报 港股回顾 点，跌幅随即扩大至 247 点，低见 23730 点，其后跌幅 一度收窄至仅 20 点，午后大盘走势偏软，尾盘沽压再 度扩大。截至收盘，恒指收报 23831 点，下跌 145 点或 0.61%；国指收报 9656 点，下跌 47 点或 0.49%，大市 成交进一步减至 827.99 亿。港股通录得净流入资金 4.84 亿，其中港股通(沪)净流入 2.83 亿，港股通(深)净 流入 2.01 亿。板块方面，本地地产、软件、5G 概念板 块跌幅靠前；黄金股逆市走强。 周四港股股指小幅调整，恒生指数收跌 0.61%报 24325.40 点，结束四日连涨，恒生科技指数跌 0.26%，恒生中国企业指数跌 0.63%。全日市场成 交额 2617 亿港元。南向资金净买入额 52.86 亿港 元。医药股领跌，荣昌生物跌近 12%。券商股冲 高回落，国泰君安国际跌超 4%。旅游股表现活 跃，香港中旅涨超 85%，成交超 75 亿港元。三只 新股表现分化，周六福、圣贝拉分别涨超 25%、 33%，颖通控股跌超 16%。 美股市场 1. 市场评估联储局官员减息预期，白宫称特朗普或 会延长关税暂停期限，美股周四高 ...

Market Overview - The Hong Kong stock market has shown volatility recently, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [2] - The market saw a net inflow of funds amounting to HKD 484 million through the Stock Connect, with the Shanghai and Shenzhen markets contributing HKD 283 million and HKD 201 million respectively [2] - The US stock market experienced slight declines, with the Dow Jones down 0.37% and the S&P 500 down 0.33% [3] Investment Opportunities - The report maintains a positive outlook on undervalued Hong Kong stocks, suggesting active positioning despite recent market fluctuations [4] - Key sectors to watch include: 1. Technology sectors such as semiconductors, artificial intelligence, and industrial software [4] 2. Companies benefiting from the widespread application of AI and large models, particularly in the tech and media sectors [4] 3. Leading companies in the smart electric vehicle market and high-quality development sectors like humanoid robots and high-end equipment manufacturing [4] 4. Undervalued sectors such as coal, oil, gas, and telecommunications, which are expected to benefit from low-risk interest rates in mainland China [4] Sector Performance - The pharmaceutical sector showed strong performance, with notable gains from companies like Innovent Biologics, which rose over 17%, and WuXi Biologics, which increased nearly 6% [2] - Consumer stocks also performed well, with Pop Mart rising over 9% and Haidilao increasing over 6% [2] - Gold stocks experienced gains, with Lao Pu Gold rising over 9% and Chow Tai Fook increasing over 4% [2] Company Highlights - China Resources Pharmaceutical reported a revenue of RMB 128.6 billion for the first half of 2024, a year-on-year increase of 4.7%, with a net profit of RMB 2.6 billion, down 2.9% [11] - The company is focusing on enhancing research and development efficiency and pipeline quality, with expected net profits of RMB 4.07 billion and RMB 4.31 billion for 2024 and 2025 respectively, indicating a low valuation at around 8-7 times PE [11] - The report suggests monitoring companies like China Software International and Inspur Digital for their roles in the industrial internet transformation [10]