港股收評：恒指連續9個交易日上升，博彩股、內險股大升，快狗打車一度升125%
今日，人民幣走強，離岸一度升破7.19，港股繼續大升。恒指升1.48%，為連續第九個交易日收升，創2018年以來最長連升紀錄。恒生科技指數升2.74%，創2023年11月底以來最高水平。
大型科技股表現亮眼，嗶哩嗶哩升7%，微博升近6%，網易、京東、小鵬汽車升超4%，百度、阿里巴巴、快手升超3%。內險股、內房股、博彩股表現活躍，醫藥股、黃金股下跌。快狗打車一度升超125%，Keep升近20%。
具體來看：
濠賭股全線走強，美高梅中國升超7%，金沙中國升近5%，銀河娛樂、永利澳門升超3%，澳博控股升超2%。
澳門公佈，根據臨時統計資料，內地“五一黃金週”假期首兩日，錄得入境旅客27.28萬人次，日均約13.64萬人次，較去年同期日均增長38.9%。首兩日的酒店平均入住率超過90%。
教育股大升，卓越教育集團升超9%，新東方升超5%，思考樂教育升超4%，中國科培升超3%。
內險股集體走強，中國平安升超4%，眾安在線、中國人壽、中國太保、友邦保險升超3%，中國太平、新華保險升超2%。
內房股震盪走高，建發國際集團、金輝控股、中國金茂升超4%，中國海外發展、越秀地產升超3%，綠城中國、華潤置地、富力地產升超1%。
醫藥外包股領跌，藥明康德、康龍化成跌超5%，凱萊英、藥明生物跌超4%，泰格醫藥跌超3%。
黃金股走低，靈寶黃金跌超2%，中國黃金國際、紫金礦業跌超1%，招金礦業、山東黃金微跌。
豬肉股集體下跌，萬洲國際、雨潤食品跌超3%，中糧家佳康跌超1%。
個股層面，快狗打車一度飆升125.35%，最終收跌91.55%，報0.68港元/股，總市值4.27億港元，成交額1.48億港元。快狗打車此前遭阿里巴巴淘寶中國全速沽貨，2月時據聯交所披露，阿里淘寶中國持股量由5.07%降至4.88%。快狗打車2022年上市，招股定價為21.5港元，當時阿里曾持有14.97%的快狗打車股份，其後多次減持。
天齊鋰業大升超4.86%，報33.45港元/股。花旗上調天齊鋰業的股票評級，預計天齊鋰業將自今年下半年開始扭虧為盈，A股和H股評級均上調至買入。
渣打集團收升2.85%，報74港元/股，創2018年5月以來新高。公司首季在基本非利息收入同比升33%帶動下，基本經營收入增17%，税前基本溢利升25%至21.3億美元，遠勝市場預期，列帳基準税前溢利19.1億美元，亦超預期。
展望未來，美銀美林最新報吿指出，中國市場“最糟糕”的時期已經過去了。最近幾周以來，越來越多的海外投資機構開始進入中國市場尤其是港股，這揭示出更復雜的上升邏輯。首先，此前最火的“做多AI、做多日本”交易的關閉。其次，由於美聯儲利率可能在更長時間內保持高位，其他亞洲貨幣和市場可能面臨更多風險，而中國市場似乎是一個估值更便宜、倉位輕、相關性低的對沖工具。這意味着，即使美聯儲將利率水平更久維持在高位或者全球其他市場出現局部動盪，憑藉其特性，中國股市能夠成為一個更為安全的投資選擇。
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