港股午評:恒指跌0.21% 光伏股多數回落 鋼鐵股大幅拉昇崛起
港股上午盤三大指數走勢分化,恒指、國指分別下跌0.21%及0.18%,恒生科技指數升0.63%,總體波動不大呈現小幅震盪行情。盤面上,大型科技股多數上升,快手升3%,阿里巴巴、百度升超1%,京東、美團、網易飄紅,小米跌近2%,騰訊跌1%;中鋼協將加快研究推進產能治理和聯合重組,鋼鐵股大升,重慶鋼鐵一度飆升近60%表現最為搶眼,馬鞍山鋼鐵、鞍鋼股份均走強;新政後10月樓市或呈現復甦行情,內房股再度表現活躍,建材水泥股等產業鏈跟升;軍工股、餐飲股、濠賭股、航空股、蘋果概念股、煤炭股多數上升。另一方面,光伏產業鏈各環節盈利承壓,供給側政策約束力度有待加強,此前連續大升的光伏股多數回落,以色列空襲未波及伊朗石油設施,國際油價下跌,三桶油齊跌,首三季黃金消費量按年跌11.2%,黃金股走低。(格隆匯)
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