熱點掃描 | 週期股再度領漲，鋼鐵股強勢反彈
uSMART盈立智投5月18日消息，恆指漲1.18%，報28525.48，成交額529.59億；國企指數漲1.16%，恆生科技指數漲0.71%；港股通淨流入16.08億。
恆生科技指數成分股普遍上漲，截至10:40，同程藝龍漲超10%，一季度經調整純利大增279.5%，總交易額升83%至333億元。萬國數據漲超3%，傳集團考慮斥最多100億美元收購普洛斯數據中心業務。百度、京東健康、聯想均漲超2%，美團漲超1%，阿裏巴巴、新東方在線、騰訊、京東、快手漲幅均不足1%；明源雲跌超2%。
鋼鐵板塊大幅反彈，截至10:40，重慶鋼鐵股份漲超10%，中國東方集團、馬鞍山鋼鐵股份、鞍鋼股份、中國鐵鈦、西王特鋼均漲超6%、鐵貨、天工國際均漲超3%。東方證券發佈研報稱，伴隨各大重點省市減排方案的推出，該行判斷“碳中和”下鋼鐵供給增速受限，噸毛利或持續擴張。
黃金及貴金屬板塊走高，截至10:40，中國黃金國際漲超6%，山東黃金漲超5%，招金礦業漲超4%，中國白銀集團漲超3%，紫金礦業漲超2%。消息面上，黃金期貨週一大幅收漲，紐約商品交易所6月交割的黃金期貨價格上漲1.6%，收於每盎司1867.60美元，創1月7日以來的最高收盤價。
鋁業板塊造好，截至10:40，中國鋁業漲超5%，中國忠旺漲超3%，中國宏橋漲超3%，俄鋁漲超2%。
石油股走強，截至10:40，中石化漲近5%，中石油漲超3%，中國海洋石油漲超3%。消息面上，受歐洲經濟重啓和美國需求增加推動，WTI 6月原油期貨週一上漲1.37%，報66.27美元/桶，創兩年來最高收盤價。布倫特7月原油期貨上漲1.09%，報69.46美元/桶。
物管股漲幅居前，截至10:40，時代鄰裏漲超8%，獲控股股東卓源增持90萬股。新悅城服務、合景悠活、永升生活服務均漲超5%，佳兆業美好、融創服務均漲超4%、保利物業、世茂服務、碧桂園服務均漲超3%。
半導體板塊走弱，截至10:40，華虹半導體、中芯國際、芯智控股均跌超1%。
個股方面，截至10:40，中手遊漲超6%，公司與華爲正式達成遊戲業務戰略合作，將觸達超過7.3億華爲終端用戶。非凡中國漲超6%，李寧跌超3%，非凡中國擬配售6000萬股李寧股份。中國移動漲超3%，董事會批準回A上市，擬發行不超過9.648億股。
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