港股午評:恆生科技指數漲逾2% 濠賭股飆升 匯豐、渣打重挫
格隆匯9月26日丨港股三大指數低開高走,恆指漲0.17%,國指漲1.14%,恆生科技指數漲2.39%。 南下資金半日淨流入9.65億港元,大市成交額為539億港元。 盤面上,大型科技股大漲,美團漲近5%,騰訊漲4%,嗶哩嗶哩漲3.7%,京東漲2%,阿里、百度漲1%。澳門決定恢復內地旅客電子簽註及旅行團,濠賭股集體飆升,金沙中國獲大行看好大漲18%; 建行成立300億元基金增加保障性租賃住房供給,內房股普漲;香港宣佈防疫調整措施後旅遊平台出遊搜索量暴增,旅遊觀光股延續上週五漲勢,餐飲股、體育用品股、航空股等消費股紛紛上漲;汽車股回暖,小鵬汽車獲何小鵬增持漲10%;CRO板塊反彈,藥明生物3億美元回購漲5%;互聯網醫療、教育股、手遊股、煙草股紛紛走強。另外,香港銀行股跌幅居前,匯豐、渣打受英鎊暴跌拖累齊齊重挫7%;大摩預計明年香港樓價將再跌5%,香港地產股普跌,長實集團跌9%;上週五國際油價大跌,石油股集體下跌; 金價破位下行進入熊市,黃金股承壓,紫金礦業跌7%;煤炭股、港口運輸股回調。

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