恆指10月首周大漲3%終結五週連跌頹勢,恆科指漲2.6%!消費石油有色金屬股漲幅居前,汽車股跌幅明顯
格隆匯10月8日丨A股休市之際,港股本週集體收漲,恆指漲3%,結束之前連續五週下挫的頹勢,恆生科技指數漲2.6%,國指漲2.72%。其中,週三港股受美股帶動假後報復式上漲,恆指全天收漲超1000點重上18000關口,恆生科技指數暴漲7.54%,為一週最大漲幅。隨後,美聯儲加息陰霾再度襲來,美股回調,港股也於週四、週五回吐部分漲幅。 盤面上,大型科技股本週集體收漲,嗶哩嗶哩漲5.18%,百度漲4.73%,美團漲4.41%,阿里巴巴漲4.36%、騰訊漲1.58%。旅遊股、航空股、博彩股、體育用品股、餐飲股等大消費板塊活躍。國慶期間國內旅遊出遊4.22億人次,按可比口徑恢復至2019年同期的60.7%,旅遊觀光股大幅上揚,攜程本週收漲8.92%;李寧全周升11.15%,為表現最好藍籌。資源股方面,在OPEC+決定聯合減產200萬桶/日的本週,美油錄得5連漲,本週累漲逾15%,石油股集體走強;有色金屬板塊走強,其中鋁業股、銅業股集體收漲,黃金股、鋰礦股走弱。內房股和物管股在週一大漲後連日下跌,融創服務本週收跌8.63%、碧桂園收跌3.3%。造車新勢力月初公佈9月交付數據,汽車股持續下挫,理想汽車本週收跌10.98%,小鵬汽車收跌12.07%,蔚來收跌7.74%。大金融板塊多數收漲,香港銀行股反彈,渣打本週收漲2.33%;保險股集體上漲,友邦本週收漲7.64%。
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