港股午評:指數回暖!科指大升1.69%,教育股、半導體股走高,蘋果概念股高開低走
港股上午盤三大指數拉昇走強,恒生科技指數一度大升2%,午間收升1.69%,恒指、國指分別上升0.82%及1%,三者止步上週連跌行情。盤面上,大型科技股拉昇助力大市回暖,小米升近4%,美團、騰訊升近3%,網易、京東、百度、阿里巴巴升超1%;三中全會部署經濟、教育等各領域改革任務,教育股全線上升,在線教育股方向升幅靠前,新東方升超7%;中信證券持續看好內地半導體設備公司近幾年的訂單高速增長,半導體芯片股多數走強,消費電子股、手遊股、生物醫藥股、軍工股、汽車股、燃氣股等齊升。另一方面,郭明錤料iPhone16訂單量並無太大變化,蘋果概念股高開低走,舜宇光學跌超4%,物管股、餐飲股、黃金股多數下跌,九毛九發盈喜大跌近10%。
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