港股午評:恆生科技指數漲近3%,科技股全線上漲,地產股暴漲
港股高開高走,恆指午間收漲1.24%報22313點,成交額504億港元,國指漲1.9%,恆生科技指數漲2.98%。

行業板塊普遍上漲,地方房產政策暖風頻吹,地產股暴漲,中國金茂漲21%,物業、建材、家居等板塊跟隨大漲,融創服務漲20%;造車新勢力3月交付量大增,新能源汽車股強勢,理想汽車漲7%;醫藥股表現突出,醫美、生物醫藥B類、抗疫等相關概念大漲,歌禮制藥漲21%;造紙、有色金屬、餐飲等板塊漲幅靠前。

科技股集體上漲,嗶哩嗶哩漲近10%。消息面上,《關於加強境內企業境外發行證券和上市相關保密和檔案管理工作的規定(徵求意見稿)》發佈,證監會稱,《規定》的修訂將促進中國境內企業境外發行證券和上市活動有序開展,證監會還表示堅定支持企業根據自身意願自主選擇上市地。

地產股暴漲,中國金茂漲21%。4月2日,在清明假期前一天,浙江省衢州、河北省秦皇島接連傳出調控政策放鬆的消息。尤其是衢州取消限購,並對144平方米及以上商品房不再限售,成為全國第一個同時取消限購和限售的城市。面對今年以來多個城市放鬆調控政策,涉及內容從限貸到限售、限購,業內人士認為,各地政策放鬆的動作堅決和全面,為二季度房地產市場的回暖開闢道路。在各地“穩樓市”的關鍵窗口期,預計後續或許有更多的城市會跟進。

汽車股強勁,理想汽車漲7%。消息面上,造車新勢力股公佈3月銷售數據,小鵬汽車3月交付量為15414輛,同比增長202%,環比增長148%;第一季度共交付34561輛智能車,同比增長159%。理想汽車3月交付11034輛理想ONE,同比增長125.2%;一季度交付31716輛,同比增長152.1%。蔚來汽車3月交付量為9985輛,同比增長37.6%,環比增長63%;一季度交付25768輛,同比增長28.5%。

抗疫概念股大漲,歌禮制藥漲21%。消息面上,本月3日至4日,康希諾生物、國藥集團中國生物和石藥集團的三款國產新冠疫苗相繼獲得國家藥品監督管理局批准開展臨牀試驗。

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