港股午評:恒指升0.28%止步5連跌,內銀股多數回暖,內房股大跌
港股上午盤三大指數小幅震盪,恒指、國指分別升0.28%及0.39%,止步5連跌行情,恒生科技指數升0.09%。盤面上,大型科技股多數上升,獲納入港股通,阿里巴巴勁升近5%,百度升1.6%,京東、美團皆上升,快手、網易跌超1%;大摩指中國銀行業貸款定價趨於理性,不必過分擔憂淨息差壓力,連續下跌的內銀股多數回暖,建設銀行、工商銀行、農業銀行升超1%;國家發改委稱,全面推廣新能源汽車有序充電,新能源汽車股普遍上升,績後獲多家大行唱好,蔚來再度升近10%表現尤其搶眼;教育股、豬肉概念股、國內零售股、回港中概股部分上升。另一方面,多隻內房股遭調出港股通,內房股跌勢明顯,旭輝控股、遠洋集團跌幅超25%以上,家電股、建材水泥股等產業鏈繼續跟跌;半導體設備海外管控加嚴,半導體芯片股走低;美眾議院通過《生物安全法案》,CXO板塊集體下挫,航空股、高鐵基建股、餐飲股、海運股、煤炭股等紛紛下跌。
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