熱點掃描 | 資源股全線熄火,汽車、光伏板塊走高
uSMART盈立智投5月20日消息,恆指跌0.88%,報28341.94,成交額780.52億,國企指數跌0.70%,恆生科技指數漲0.56%,港股通淨流入28.46億。
恆生科技指數成分股漲跌不一,截至10:54,網易漲超6%,第一季度營收同比增加20.25%,在線遊戲服務淨收入同比增加10.8%至150億元;明源雲、美團漲超4%;京東漲超3%,Q1營收同比增39%至2032億元,年度活躍用戶數逼近5億;小米漲超1%;萬國數據跌超6%,新東方在線跌超4%,快手跌超2%,百度、阿裏巴巴、中芯國際均跌超1%;騰訊股價幾乎持平。
汽車板塊表現亮眼,截至10:54,長城汽車、比亞迪股份均漲近7%,北京汽車、吉利汽車、東風集團均漲超4%,五菱汽車漲超2%;恆大汽車逆市跌近6%。消息面上,據中汽協統計分析,前4月新能源汽車產銷量均超70萬輛,分別達到75.0萬輛和73.2萬輛,同比增長2.6倍和2.5倍。
光伏板塊走高,截至10:54,協鑫新能源、福萊特玻璃均漲近4%,信義光能漲近3%,新特能源漲超1%。此前美銀證券稱,太陽能玻璃及硅的平均價格回調,預期今年下半年及明年的太陽能玻璃需求及均價提升。
資源股領跌大市,消息面上,大宗商品期貨價格暴跌,國家政府部門亦密集發聲,稱做好大宗商品穩價工作,具體來看,截至10:54:
有色金屬板塊,五礦資源跌超12%,中國宏橋跌超11%,紫金礦業、中國有色礦業、江西銅業均跌超8%,洛陽鉬業跌超6%,贛鋒鋰業逆市上漲超5%;
鋼鐵板塊,馬鞍山鋼鐵股份跌超13%,鞍鋼股份跌超10%,重慶鋼鐵股份跌超10%;
煤炭板塊,中煤能源跌超13%,蒙古焦煤跌超11%,兗州煤業股份跌超9%,中國神華跌超5%。
航運股亦受重挫,截至10:54,東方海外國際跌超14%,遭股東融實國際減持逾1,400萬股,每股作價較5月18日收市價折讓近一成半。中遠海控跌超8%,海豐國際跌超5%,中國外運跌超4%,中遠海發、中遠海能、太平洋航運均跌超3%。
個股方面,截至10:54,攜程集團漲超2%,第一季度營收好於市場預期,同比扭虧爲盈。寶尊電商漲近7%,第一季度營收同比增32.6%,商品交易總額(GMV)同比增43.8%。創興銀行大漲超47%,公司獲越秀企業溢價51.2%提私有化。中通快遞漲超4%,第一季度營收好於市場預期,包裹量同比增88.5%。
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