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港股午評:科技股拉昇!恒指升0.71%盤中重上萬七關口,樓市收儲範圍擴容內房股走強
格隆匯 08-08 12:00
港股上午盤三大指數低開高走,截止午盤,恒指、國指分別上升0.71%及0.87%,恒指盤中重上萬七關口,恒生科技指數升0.94%收復3400點。盤面上,大型科技股全線拉昇助力大市上揚,快手升3.6%,騰訊、阿里巴巴、網易升超2%,京東、百度、美團皆上升;深圳安居集團擬開展收購商品房用作保障性住房工作,內房股與物管股拉昇明顯;換機週期到來疊加AI產品持續推動,手機概念股繼續昨日上升行情;富瑞指內地每月遊戲審批已步入正軌,手遊股集體上升;啤酒股、體育用品股、大金融股、中字頭股多數表現活躍。另一方面,課外培訓教育政策或被市場錯誤解讀,連續上升的教育股集體回調,權重股新東方跌超5%;集運歐線主力合約跌超10%,馬士基預計集裝箱需求增幅放緩,海運股下跌明顯,重型機械股、黃金股、水務股、汽車股部分表現低迷。
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