港股收評:狂飆!恒科指再度大升5%,半導體股升嗨了,中資券商股繼續強勢
港股尾盤升幅進一步加大,繼續近期的狂飆行情,市場情緒再度嗨了!恒生科技指數低開高走尾盤大幅上升5%領跑,恒指、國指分別上升2.83%及3.06%。盤面上,今日表現最為搶眼為半導體股,國際投行再度聚焦半導體投資機會,半導體芯片股午後持續拉昇,宏光半導體盤中一度飆升超312%表現尤其搶眼,華虹半導體、中芯國際等權重繼續大升;市場情緒轉暖顯著拉動券商經紀業務,中資券商股繼續強勢拉昇,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;大型科技股、內銀股、內險股、中字頭等權重集體上揚助力大市一片向好。另一方面,摩根大通研報指行業預測顯示未來數月航運需求將有所放緩,港口及海運股逆勢大幅下跌,海豐國際跌超10%,中遠海控、東方海外國際跌超7%,內房股午後持續回落,萬科企業收跌超7%。三季度以來,外資頂級機構持續關注A股市場,尤其對半導體板塊表現出濃厚興趣。淡馬錫、紅杉資本、貝萊德、高盛、摩根士丹利等知名機構頻頻出現在多家半導體類上市公司的調研名單中。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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