鋼鐵股逆市續受捧 料首季盈利大增重鋼(01053.HK)續漲27%逾三年高 料首季多賺30倍的中鋁(02600.HK)續漲7%
雖然美國最新就業數據遜預期，但美債孳息率持續回落，投資者重新吸納科技股，支持美股三大指數昨晚高收升0.2%-1%，納指追彈高收13,829，標普連續兩天創紀錄高，道指反覆續升0.2%。標普期貨及納指期貨續升0.1%及0.4%，但道指期貨反覆微吐。亞太區股市除中港外，窄幅個別發展，升跌均少於0.6%。
內地3月CPI按年回升0.4%(前值續降0.2%)，結束連續兩個月通縮，也略高於市場預期回升0.3%，但按月轉降0.5%(前值升0.6%)，略超預期降0.4%。期內，PPI按年升幅急速擴至4.4%(前值僅升1.7%)，高於預期升3.6%。亞太區股市個別發展，上證及深成繼昨天反覆微彈後，今早回落0.8%及1.2%，報3,454及13,824。
港股繼昨天漲近1.2%重越二萬九關後，今早騰訊(00700.HK)、美團(03690.HK)、友邦(01299.HK)、港交所(00388.HK)及申洲(02313.HK)高開逾1%-2%支撐，高開144點或0.5%報29,152欠承接，掉頭曾倒跌228點低見28,780(守穩20天線28,720)，現造28,835，倒跌172點或0.6%。國指跌0.7%報11,031
不過，鋼鐵股全面受捧，尤其是發盈喜料首季多賺259倍或10.8億人民幣的重鋼(01053.HK)四連漲，今早股價破頂曾飆升近38%高見1.94元，為2018年1月以來最高，現造1.79元，急漲27%，成交達7,414萬股，已接近昨天全日成交量；其A股漲停報2.1元人民幣創逾一年高。
馬鋼(00323.HK)及鞍鋼(00347.HK)也破頂，前者五連漲，最高見3.23元，創近兩年高位，現造3.18元，續升3.9%；後者股價四連漲，今早急漲8%報4.88元創逾兩年高。西王特鋼(01266.HK)四連漲，今早股價升破100天線(0.4元)，最高見0.425元(暫受制牛熊線0.435元)，現造0.41元，續升9.3%。主要產銷鋼鐵產品及鐵礦石貿易的中國東方(00581.HK)三連漲，最高見2.6元，現造2.56元，續升1.2%。
其餘商品股以中國鋁業(02600.HK)及中煤(01898.HK)升幅最大，前者盈喜料首季多賺30倍至9.67億人民幣獲瑞信升H股價至5元，該股四連漲，今早升破20天線(3.62元)，最高見3.92元，現造3.83元，續升7%；後者股價繼昨天升至3.99元創逾三年高後，今早高見3.86元，現造3.82元，續升3.8%。
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