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港股午評:科指大升2.93%,恒指上揚300點,科技股、內房股、半導體股升幅亮眼
格隆匯 08-09 12:00
港股上午盤三大指數高開高走,恒生科技指數一度大升至3.5%,午間收升2.93%,恒指、國指分別上升1.77%及1.94%,恒指升300點重回萬七關口上方。盤面上,大型科技股集體拉昇上揚,快手升近5%,百度、小米升超4%,網易升約4%,阿里巴巴、美團、京東升超2%,騰訊升超1%;深圳發佈存量房徵集要求,存量房收購9月份後或明顯提速,內房股與物管股繼續昨日強勢行情,世茂集團升超11%表現最佳;7月新能源乘用車銷量首超燃油車,汽車股普遍上升,新能源車方向升幅居前;半導體暖風頻吹!中芯國際Q2淨利大超預期,股價一度升超9%;國際金價上揚帶動黃金股上升,鋁等有色金屬股齊升,石油股、濠賭股、乳製品股、重型機械股、家電股等紛紛上升。另一方面,機構料行業上半年業績或將較為疲弱,電信股集體承壓,三大運營商齊挫,航空股、啤酒股部分下跌,千億龍頭百威亞太跌1.57%。
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