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節後開市至今,港股哪些板塊漲了?
格隆匯 10-08 18:28

開市以來,港股主要指數均漲。週四恆指收跌0.2%24193點,在A股休市期內累漲超3%;恆生科技指數收漲0.22%7511點,本週累漲近6%。大市成交額較為萎靡,4日成交額均在900億元左右。

板塊方面,科技股連續三日造好,今日有所回落,小米本週累漲2%;美團本週內大漲逾10%

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數據來源:富途牛牛(下同)

消費電子領漲大盤,TCL電子4日累計大漲逾30%,中港照相、富士高實業、中木國際等集體走高;消息面上,929日,TCL電子董事會主席李東生先生行使購股權,斥資1510萬港元現金購德TCL電子346萬股。

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餐飲板塊拉昇明顯,呷哺呷哺累計大17%領漲餐飲股海底撈漲10%,再創歷史新高數據顯示,國慶假期前7天,全國共接待國內遊客6.18億人次,實現旅遊收入4543.3億元。美團大數據顯示,最近一週,國慶期間餐飲在線預訂的訂單量比去年同期增長了37%

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光伏板塊除昨日有所回落外,其餘幾天表現強勢。信義光能累漲近24%、福萊特玻璃漲逾37%,均創歷史新高;花旗上月下旬指,鑑於供應緊張和需求激增,加上太陽能生產商急於在年底前安裝新產能,預計光伏玻璃價格上漲勢頭可能會持續到年底。

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蘋果概念股近日走強,舜宇光學科技、瑞聲科技皆是三日連升,截至今日收盤累計分別大漲12%10%,領漲成分股;高偉電子本週內飆升65%;比亞迪電子今日有所回落,三日內累漲近10%;消息面上,蘋果公司正式公佈將在北京時間14日舉行新品發佈會,多數機構預計或將發佈具備5G功能的新Iphone

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半導體板塊自週二起回暖,今日有所回落。上海復旦本週累漲超18%ASM太平洋漲近9%中芯國際漲3.5%;消息面上,美國半導體工會週二公佈的數據顯示,半導體市場出現復甦跡象。8月份的全球半導體營收較前月增加3.6%362.3億美元,連續兩個月出現增加;中國作為全球最大市場,8月半導體營收月增2.9%124.6億美元。

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汽車股升温,長城汽車累計大漲近14%,比亞迪股份漲5.7%;中金認為,車市繼續行走在較長時間跨度的向上週期中,行業企業三季報也存在超預期空間,維持對汽車板塊的推薦。

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博彩股連日下跌,新濠國際發展澳博控股本週內累跌近4%,金沙中國有限公司累跌3%;消息面上,澳門黃金週旅客疲弱影響,前6日累計入境的總人數約為12萬,同比去年下跌86.6%

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AH股方面,本週內汽車股漲幅居前,比亞迪股份漲5.7%;長城汽車漲逾13%;福萊特玻璃漲逾37%;洛陽玻璃漲逾22%;贛鋒鋰業漲逾15%

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銀行股跌幅居前,鄭州銀行跌近8%;民生銀行跌近5%;兗州煤業跌逾10%

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明日A股即將開市,可重點關注以上板塊及個股。

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