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熱點掃描 | 券商等金融股爆發,中信建投漲超7%

uSMART盈立智投5月25日消息,截至發稿,三大指數漲幅持續擴大,恆指漲1.25%,報28766.64,成交額6356.01,國企指數漲0.72%,恆生科技指數漲0.71%,港股通淨流入28.70億。

恆生科技指數方面,截至10:55,小米漲超4%,小米和籮筐技術被重新納入富時全球股票指數系列,衆安在線、明源雲、微盟均漲超3%,騰訊漲近3%,京東健康、舜宇漲超2%,中芯國際、百度均漲超1%;快手跌幅擴大至11%,拖累恆科超60點,公司第一季度持續虧損,直播收入增長放緩,公司未提供二季度指引;網易跌超2%,阿里巴巴、美團股價幾乎持平。

內地券商股持續拉昇,截至10:55,中信建投證券漲超7%,中金公司漲超6%,光大證券、招商證券漲超5%,光大證券、東方證券、國聯證券均漲超4%,申萬宏源、廣發證券、中國銀河、華泰證券均漲超3%。消息面上,天風證券認爲,近期市場流動性充沛、利率往下、大宗商品價格下行、打擊虛擬貨幣等均在策略角度利好券商股。並且券商存在高估值業務(財富+資管+衍生品)的長期提升邏輯,短期存在業績或將上行的趨勢,另外龍頭的各種優勢正在明顯擴大。

保險股走高,截至10:55,中國太保漲超4%,衆安在線、泰加保險均漲超3%,中國人壽、中國太平、新華保險、中國財險均漲超2%,友邦保險、中國平安均漲超1%。

濠賭股表現亮眼,截至10:55,美高梅中國漲超2%,永利澳門、銀河娛樂、金沙中國、新濠國際均漲超1%。消息面上,4月入境澳門旅客按年升幅達71倍,另外,澳門衛生局與六大博企商外展新冠疫苗接種。

物業板塊回調,截至10:55,雅生活服務、時代鄰里跌超3%,綠城服務、濱江服務、中海物業均跌超2%;碧桂園服務跌近2%,擬較上一日收市價折讓6%配售合共1.39億股股份;恆大物業跌超1%。

教育股普跌,截至10:55,新東方-S大跌近14%,天立教育跌超8%,卓越教育集團跌超7%,中國科培跌超2%,中國東方教育、新東方在線均跌超1%。消息面上,據媒體報道稱,北京市海澱區教委即將出臺「雙減」政策,校外培訓機構將面臨假期不得上課,學科類和素質類教育培訓機構不得上市,教育培訓機構不得做任何廣告。

個股方面,截至10:55,滔搏漲超2%,2020財年營收好於市場預期,淨利潤同比增加近20%。農夫山泉盤中強勢拉昇,現漲超7%,農夫山泉近4個交易日已漲超15%。

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