港股午評:恆指漲0.8% 消費股大漲 內房股持續下跌
格隆匯4月20日丨港股午盤三大指數全線反彈,恆生指數漲0.82%報21200,恆生科技指數漲1.53%報4220點,國企指數漲0.57%報7208點。南下資金半日淨流入9.66億港元,大市成交額513億港元。 盤面上,大型科技股集體反彈,嗶哩嗶哩、快手漲2%,阿里巴巴、美團、京東、騰訊漲1%。體育用品股大幅反彈,波司登漲8%,李寧績後漲6%; 博彩股集體大漲,廣東進入澳門核酸證明放寬至48小時;受香港放寬社交措施等利好提振,餐飲、旅遊、航空等消費類股集體上漲,奈雪的茶漲7%,海底撈漲5%;煙草概念股、啤酒股、教育股、三胎概念股、生物技術股等股普漲。 另一方面,黃金股大幅下挫領跌市場,國際金價下跌,紫金礦業跌5%;港股內房股全線下跌,LPR下調預期落空,新城發展、綠城中國跌5%;受A股陽光電源業績不及預期影響,光伏股普挫,信義光能跌6%;鋼鐵股、煤炭股、基建股走弱。

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