熱點掃描 | 阿里漲幅擴大至8%,鋼鐵板塊依舊強勢
uSMART盈立智投4月12日消息,港股大盤開盤迴落後企穩,阿里巴巴-sw表現生猛,高開高走漲幅擴大至8%以上。鋼鐵板塊維持強勢,西王特鋼漲超6%,重慶鋼鐵股份漲4%。
招商證券發佈研究報告稱,本次針對阿里巴巴的處罰力度整體符合預期,對阿里財務與業務影響均有限。同時,認爲阿里在覈心商業的競爭力仍然穩固,預計將保持穩健增長,雲計算業務打開新空間,目前估值已具備較高吸引力,推薦投資者積極關注。
鋼鐵板塊方面,龍頭股重慶鋼鐵股份自4月1日至今累計漲幅已達56%。
數據顯示,去年10月以來,鋼價持續上漲,以螺紋鋼價格爲例。在期貨市場,上期所螺紋主力合約從3600元/噸做左右持續上行,截至4月9日收盤,已經漲到5000元/噸。
在鋼價大幅上漲的推動下,鋼鐵企業盈利明顯好轉。
4月8日晚間,重慶鋼鐵公佈2021年一季度業績預增公告。公告顯示,經財務部門初步測算,公司預計2021年一季度歸屬於上市公司股東的淨利潤與上年同期(法定披露數據)相比,將增加約10.8億元,同比增加約25880.66%;預計2021年一季度歸屬於上市公司股東的扣除非經常性損益的淨利潤將增加約10.66億元,同比增加約421343.87%。
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