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港股午評:三大指數V型反轉 恆科指漲超2% 中芯國際尾盤拉昇逾8%
格隆匯8月3日丨地緣局勢依舊緊張,港股三大指數高開後迅速回軟,臨近午盤迴升,恆指漲0.61%報19809點;恆生科技指數漲2.25%報4289點,國指漲0.8%報6756點。 南下資金半日逆勢淨流入20.51億港元,大市成交額為547億港元。 盤面上,隔夜中概股逆市走強帶動大型科技股集體上漲,阿里漲近4%,網易漲3.4%,京東、騰訊漲2%,嗶哩嗶哩、百度漲1%;回港中概股大漲,知乎、萬國數據漲8%;芯片股午前直線拉昇,中芯國際漲逾8%;軍工股漲幅居前,中船防務漲7%;澳門宣佈終止即時預防狀態,濠賭股走強,金沙中國漲近3%;69款國產網遊獲批,版號發放趨於常態化,手遊股部分上漲;汽車股再度走強,吉利汽車漲近6%領漲。旅遊股、香港零售股、餐飲股等股走高。另一方面,內房股和物管股繼續沽壓依舊較大,碧桂園服務跌3.7%;投行預計行業估值和盈利都將下跌,汽車經銷商股普跌;電力股、煙草股、銀行股等股走低。

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