港股午評 :恆科指漲近4% 恆指升逾3% 醫藥股全面反彈 英國重資產股大漲
格隆匯10月14日丨受美股昨夜上演暴力拉漲提振,港股三大指數高開高走,午盤集體大幅收漲,恆指漲3.37%回升近17000點,恆生科技指數漲3.94%,國指漲3.17%。南下資金半日淨流入21.77億港元,大市成交額爲501億港元。 盤面上,大型科技股集體反彈,嗶哩嗶哩、百度漲約5%,美團、騰訊、阿裏漲約4%,網易漲3%。 政策邊際改善持續,醫藥股全面反彈,藥明生物連續6日進行回購操作漲超10%,藥明康德漲超9%;市場押注英國政府減稅計劃將部分或全部被取消,英鎊飆升,英國重資產股集體走強,保誠漲超7%,匯豐漲超6%;澳門週六起調整外國及港臺入境健康管理措施,濠賭股走強;券商指遊戲公司業績將迎來修復,遊戲股集體反彈; 美油收漲逾2%結束三日連跌,石油股普漲;此外,含中資券商股、銀行股、內險股的大金融板塊,包括餐飲股、汽車股、旅遊股等股的大消費板紛紛上漲,內房股河物業管理股攜手反彈。

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