港股午評:恒指升1.13%,光伏股大爆發,科技股、半導體股活躍
港股上午盤三大指數高開高走,恒生科技指數一馬當先,午間收升1.85%,恒指、國指分別上升1.13%及1.03%,三大指數回調後呈現反覆震盪行情。盤面上,大型科技股普遍上升,小米升近3%,阿里巴巴升2%,快手、京東升超1%,百度、網易、美團均上升;國內外利好消息共振,光伏行業下行週期反轉在即?光伏股大爆發,卡姆丹克太陽能放量飆升逾95%領跑,福萊特玻璃、信義光能等多股升幅在20%以上;全球半導體月度銷售額創歷史新高,半導體股再度活躍,連續下跌的教育股終見反彈,權重股新東方升2%此前連續刷新階段新低;蘋果概念股、汽車股、中資券商股、濠賭股、體育用品股、餐飲股等紛紛上升。另一方面,煤炭股走勢低迷,千億龍頭中煤能源逆勢下跌2%,電信股、水務股、重型基建股部分走低,中國中車、中國電力等行業龍頭普遍萎靡。(格隆匯)
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