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港股午評:恆生科技指數跌2%,基建、黃金股大漲,體育用品股大跌

港股三大指數弱勢震盪,恆指午間收跌0.57%報21684點,成交額539.7億港元,國指跌1.1%,恆生科技指數跌2.2%,南下資金淨買入4億港元。

基建股大漲,中國中鐵一季度新籤合同額同比增84%,股價漲超6%;國際金價反彈創一週新高,黃金概念股集體上漲,山東黃金漲5%創十個月新高;電力、煤炭股齊漲,華能國際漲近4%;油氣、化肥股表現活躍,中化化肥漲5%。體育用品股大跌,安踏、李寧跌超5%;汽車股普跌,小鵬汽車、蔚來跌6%;教育、餐飲、軟件開發等板塊跌幅靠前。

基建股大漲,中國中鐵漲超6%。公司昨晚公佈,一季度新籤合同額6057.4億元,同比增大增84%。其中,基礎設施建設業務新籤合同額5434.5億元,同比增長94.1%。興業證券點評稱,Q1訂單增長84%,基建訂單快速放量。基建行業暖風不斷,公司訂單有望維持高速增長。維持“審慎增持”評級。

黃金概念股大漲,山東黃金漲5%。得到地緣政治風險的支持,連跌兩日的紐約黃金期貨反彈,COMEX 6月黃金期貨收漲0.8%,報1937.80美元/盎司,創3月31日上週四以來收盤新高。

煤炭股逆勢走強,易大宗漲4%。國家能源集團新聞發言人張玉新表示,一季度,國家能源集團安全生產形勢總體平穩,生產煤炭1.52億噸,同比增長6.7%;發電量完成2742億千瓦時,其中,火電發電量完成2352億千瓦時,同比增長6.7%。

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