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熱點掃描 | 物管板塊走強,時代鄰裏漲超7%

uSMART盈立智投6月9日消息,港股三大指數早盤維持震盪態勢,恆指跌0.01%,報28777.12,成交額459.62億;國企指數跌0.13%,恆生科技指數漲0.01%,港股通淨流入5.08億。

物管板塊拉昇,截至10:45,建業新生活漲超8%,時代鄰裏漲超7%,佳兆業美好漲超4%,合景悠活、碧桂園服務、雅生活服務、金科服務均漲超3%,保利物業漲超2%,華潤萬象生活、恆大物業、世茂服務均漲超1%。

石油股表現亮眼,截至10:45,中石油、中海油漲超2%,中石化漲超1%。消息面上,美油昨日最高漲至70.27美元,創2018年10月以來新高;布油昨日最高漲至72.42美元,創2019年5月以來新高。

鋼鐵股走高,截至10:45,鐵貨漲超6%,鞍鋼股份、馬鞍山鋼鐵股份、重慶鋼鐵股份均漲超2%,天工國際漲超1%。報道引述多家機構數據顯示,最近的鋼材總體庫存已達到近五年較高水平。截至5月底,建築鋼材庫存比去年同期高30萬噸左右。從需求端來看,6月至8月將迎來鋼鐵消費的傳統淡季。

煤炭板塊走強,截至10:45,兗州煤業漲超4%,中煤能源漲超3%,蒙古焦煤、金馬能源漲超2%,中國神華漲超1%。消息面上,山西省副省長王一新在會上強調,省屬企業尤其是涉煤企業的資金流動性不能出問題,國資運營公司要按照擬定的方案抓好落實。

恆生科技指數成分股方面,截至10:45,京東健康大漲超6%,領漲恆科,京東健康618數據顯示,6月1日當天開售15分鐘,健康服務整體成交額同比增長超8倍;B站漲超4%,B站近日發行的《重裝戰姬》在韓國市場穩居暢銷榜Top 3;衆安在線漲超3%,同程藝龍漲近3%,萬國數據、瑞聲科技均漲超2%,中芯國際、騰訊、網易股價幾乎持平;阿裏、美團百度跌幅不足1%,小米、快手跌超1%,京東跌超2%,阿裏健康跌超4%。

航空股走弱,截至10:45,美蘭空港、北京首都機場跌超3%,東航跌超2%,南航跌超1%。

券商股承壓,截至10:45,光大證券、中金公司跌超2%,光大證券擬爲全資子公司光證金控8億港元貸款提供擔保;廣發證券、國泰君安、招商證券跌超1%。

個股方面,截至10:45,周大福漲超4%,2021年淨利潤同比增長107.7%,大和上調其目標價至16.5港元;中國物流資產跌超24%,公司擬配售股份募集7.79億港元。

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