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熱點掃描 | 半導體板塊走強,華虹半導體漲超5%

uSMART盈立智投5月27日消息,三大指數拉高後走低,恆指跌0.48%,報29027.75,成交額613.45億,國企指數跌0.61%,恆生科技指數跌0.38%,港股通淨流入1.44億。

航運港口板塊走強,截至10:34,東方海外國際漲超3%,太平洋航運、中遠海控、中遠海運港口漲超2%,中遠海發、招商局港口、海豐國際均漲超1%。

半導體板塊盤初拉昇,截至10:34,晶門半導體大漲超8%,華虹半導體漲超6%,ASM太平洋漲超3%,上海復旦、中芯國際漲超3%。消息面上,多個芯片巨頭出現確診病例,市場恐缺芯潮或加劇。

鋼鐵板塊走高,截至10:34,天工國際、鞍鋼股份漲超4%,重慶鋼鐵股份漲超2%,馬鞍山鋼鐵股份漲超1%。國信證券表示,二季度板材企業業績值得期待,隨着業績的改善,鋼鐵股估值將繼續降低。近期板塊回調後,估值存在較大向上修復空間。

電子煙概念股反彈,截至10:34,中國波頓漲超6%,思摩爾國際、華寶國際漲超2%。昨日國家衛生健康委稱“有充分證據表明電子煙是不安全的”,昨日電子煙概念股受重挫,思摩爾跌逾17%。

恆生科技指數成分股,截至10:34,明源雲漲近5%,舜宇光學漲超3%,新東方在線漲超2%;小米漲幅縮窄至不足1%,開盤漲超4%,公司第一季度淨利潤同比增260%,大超市場預期;比亞迪電子漲幅不足1%,公司稱,電子煙業務代工爲主,無獨立上市計劃;百度、阿里巴巴漲幅不足1%,京東、快手、騰訊均跌超1%,美團跌超3%。

銅業板塊承壓,截至10:34,五礦資源跌超2%,中國有色礦業、江西銅業跌超1%。

個股方面,截至10:34,飛魚科技漲幅擴大至18%,公司今日公告稱,獲騰訊增持9000萬股股份,即增持5.24%總股本;歐康維視生物-B漲超8%,三日累漲近25%,近日公司宣佈滴眼液OT-101獲準在英國進行三期臨牀試驗;壹傳媒今日復牌,現漲近93%。

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