憧憬商品需求增加 中鋁/洛鉬/鞍鋼/新鑫漲8%-18% 江銅/福萊特/信義光能破頂
美國民主黨重奪參議院控制權,令總統當選人拜登上任後可全面執政,有助推行改革及加快財政刺激經濟措施。參議院領袖舒默表明,首要任務之一是推動將全民派錢金額加碼至二千美元。富瑞預計民主黨大勝後,數月內會通過額外1萬億美元財政刺激,未來兩年美國經濟增長可望提升約2個百分點。德銀也預計,今年美國經濟增長超過4%。
市場憧憬全球原材料需求增加,相關板塊抽升。倫敦期銅昨晚四連漲,江銅(00358.HK)高見14.64元,創近3年高,現造14.42元,續升4.9%,成交已達2,693萬股;其A股也漲逾半成高見22.64元人民幣。中鋁(02600.HK)高見3.1元,暫受制上月初所創逾年半高位3.15元,現造3.04元,回升7.8%,成交急增至1.01億股;其A股漲逾半成曾高見4.1元人民幣。
鞍鋼(00347.HK)重越10天20天線,最高見3.49元,暫受制去年11月下旬所創年半高位3.76元,現造3.5元,回升9.7%,成交續增至3,966萬股;其A股也升逾4%,報3.08元人民幣。馬鋼(00323.HK)升5.4%曾高見2.38元。
倫敦期鈷昨晚急漲4.4%至每噸35,500美元。洛鉬(03993.HK)高見6.21元,創約33個月高,現造6.05元,續漲8%,成交急增至1.63億股;其A股曾漲停見7.43元人民幣。
新疆新鑫礦業(03833.HK)也升破52周高位0.68元,最高見0.75元,創約21個月高,現造0.72元,續漲18%,成交急增至1,472萬股。
玻璃股以生產太陽能玻璃的福萊特玻璃(06865.HK)及信義光能(00968.HK)表現最好,股價於高位整固兩天後,今天股價再創紀錄高,最高見37.95元及21.5元,現造37.35元及21.25元,回升8.6%及5.7%,成交分別增至1,589萬股及4,822萬股。
中國玻璃(03300.HK)整固兩天守穩10天線後,今天股價高見1.08元,現造1.05元,回升8.2%,成交增至3,017萬股。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.