港股午評:三大指數全線反彈 恆科指重回4000點 生物科技股大漲
格隆匯5月11日丨港股三大指數全線反彈,恆生指數漲1.72%,報19971點;恆生科技指數漲4.64%,重返4000點;國企指數漲2.41%報6819點。南下資金半日淨流入47.99億港元,大市成交額660億港元。 盤面上,大型科技股漲幅居前,美團漲8%,嗶哩嗶哩漲6%,網易漲5%,騰訊漲4%,京東漲3%。發改委印發十四五生物經濟發展規劃,生物科技股大漲,再鼎醫藥-SB漲16.5%,藥明生物漲近10%;上海8個區實現社會面基本清零,而車企五月或再迎漲價,汽車股強勢反彈,理想汽車漲11%,比亞迪股份漲7%;料近期紙價提漲有望助力盈利修復,紙業股走強;半導體股、光伏玻璃股、體育用品股鋼鐵股等股集體上漲。另一方面,內房股持續下挫;建材水泥股、電信股、航運股走弱。

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