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港股午評:恆指漲超1% 內房股大幅上漲 建材水泥股繼續走強

港股三大指數反彈,恆指漲1.15%報23338點,國指漲1.28%報8172點,恆生科技指數跌0.82%報5441點。大市半日成交額為743億港元,南下資金淨賣入26.05億港元。 

盤面上,大型科技股集體上漲,其中百度和阿里巴巴漲3.5%、京東漲3%、快手漲超2.5%、網易、美團漲2%、騰訊漲1%;傳房企收併購貸款不再計入“三條紅線”,內房股大幅上漲;發改委指適度超前開展基礎設施投資, 基建股繼續走強;隔夜美債創去年4月新高,香港銀行股繼續走高;美油逾七週來首度盤中漲破80美元,石油股大漲;鋼鐵股、航空股、粵港澳大灣區股、內銀股、內險股等走強。 另一方面,電力、核電、風電股跌幅居前;紐約黃金期貨失守1800美元關口,黃金股普跌;中醫藥股回調下跌;體育用品股、教育股、豬肉股、海運股走弱。

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