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港股覆盤:恆指小漲0.13%,農夫山泉2日累計攀升近19%
格隆匯 11-17 16:32

今日,港股恆指全天窄幅震盪,收盤微漲0.13%報26415點,科技股弱勢,致恆生科技指數跌1.77%。盤面上,疫苗再傳利好,航空股、石油股、港口航運股均走強,中外運大漲超11%,國泰航空漲7%;建材水泥股、香港本地股、保險股、內銀股普遍走高;大型科技股下挫,京東跌超7%,美團、小米跌超4%,騰訊、阿里、網易皆有跌幅;電池板塊領跌,比亞迪股份跌超5%;抗疫概念板塊普遍下挫,復星醫藥跌近8%;昨日強勢的SaaS概念股、啤酒股皆回落,汽車股走勢分化。農夫山泉大漲超7%,股價創歷史新高。今日南下資金淨流入10.26億港元,大市成交額為1435億港元。

港口運輸股迎來爆發。其中,中國外運大漲近11%,中遠海發、天津港發展均大漲超8%,中遠海控大漲7.44%,中遠海運港口、太平洋航運均上漲超3%。

消息面上,11月15日,東盟十國以及韓國、日本、澳大利亞、新西蘭、中國正式簽署“區域全面經濟夥伴關係協定”(RCEP)。根據協議,各成員之間關税減讓以立即降至零關税、十年內降至零關税的承諾為主,而中國和日本首次達成了雙邊關税減讓安排,實現了歷史性突破。

銀行股表現造好。其中,渤海銀行大漲4.89%,錦州銀行大漲3.85%,郵儲銀行、東亞銀行、大新銀行均上漲超過2%。

恆指成份股中,長和大漲5.17%,太古股份公司A大漲3.88%,長實集團大漲3.12%,新鴻基地產、新世界發展均大漲超2%。

醫療保健板塊集體大跌。其中,復星醫藥重挫7.7%,北控醫療健康、先健科技均跌超3%,漢生製藥、復旦張江均跌2%。

科技巨頭全線下挫。其中,京東集團大跌7%,美團大跌4.84%,小米集團大跌4.37%,騰訊下跌2.6%,阿里巴巴下跌1.65%。

汽車板塊小幅回調。其中,比亞迪股份重挫5.28%,意達利控股、雅迪控股、華晨中國均跌超1%。

今日,農夫山泉股價繼續攀升。早盤一度漲超8%,續創歷史新高,總市值一度超5000億港元。而此前一日,農夫山泉已經漲超10%以上,引發市場資金關注。更有多家機構看好農夫山泉股價表現,紛紛給出“增持”評級。

更受人關注的是,農夫山泉創始人鍾睒睒因持股農夫山泉及萬泰生物兩家上市公司控股權,身價暴增至637億美元,一舉超越馬雲、馬化騰成中國首富,全球富豪榜排名17名。

今日,南下資金總計淨流出4.89億港元。其中,港股通(滬)淨買出5.68億港元,港股通(深)淨買入7886萬港元。

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