港股午評:恒科指一度大升4.5%,中資券商股繼續飆升,半導體強勢崛起
昨日暫回調的港股上午盤再度強勢拉昇,恒生科技指數低開高走一度大升4.5%領跑,臨近午盤升幅略有收窄,午間收升3.57%站上5100點,恒指、國指分別上升1.79%及2.07%,盤初均跌超1%。盤面上,盤初弱勢的大型科技股集體拉昇,京東盤中大升近9%,阿里巴巴、美團升超2%,騰訊、快手、小米均上升;市場情緒轉暖顯著拉動券商經紀業務,中資券商股繼續飆升,申萬宏源一度飆升33%,招商證券、中國銀河、中金公司等龍頭升幅靠前;晶圓代工廠產能利用率有望繼續提升,機構看好估值修復行情,半導體強勢拉升,龍頭中芯國際大升超21%市值重回2千億港元上方;昨日回撤的內房股多數表現活躍,生物科技股、重型基建股、內險股、煤炭股、光伏股、汽車股、家電股等齊升。另一方面,美國港口大規模罷工已達成臨時協議,海運股逆勢大跌,海豐國際跌近10%,中遠海控、東方海外發展跌超8%,啤酒股、電信股部分表現弱勢,中移動飄綠,和記電訊香港跌1%。銀河證券發佈宏觀研報,表示不能簡單把這次上升當作一次單純意義上的政策驅動的市場反彈,而是應該被視為對中國經濟轉型具有戰略意義的政策轉折點。銀河證券表示,過去兩年穩增長政策出台持續不斷,但實體經濟和資本市場預期偏弱一直是制約政策效果的主要問題。這次政策的推出背後有個重大變化,也就是預期管理的方式的變化,從而導致了我們一直期待的超預期政策出現,成為推動市場上升的最直接催化劑。
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