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港股午評:低開高走!恒指升1.24%,科指重回4600點,半導體股、中資券商股、內房股齊升
格隆匯 11-05 12:01
港股上午盤三大指數低開高走,恒生科技指數升1.99%領先,且重回4600點上方,恒指、國指分別上升1.24%及1.51%,市場做多情緒活躍。盤面上,作為市場風向標的大型科技股全線拉昇,快手大升超7%表現較佳,小米、百度、阿里巴巴升近2%,騰訊、美團、京東皆上升;行業三季度業績亮眼,半導體芯片股表現強勢,龍頭中芯國際大升近7%;政策支持打造航母級券商,行業存在較強併購重組預期,中資券商股拉昇明顯,中信建投證券大升超10%領跑;探索進軍智能眼鏡市場,蘋果概念股走強,高偉電子創歷史新高;10月財新服務業PMI大超預期,餐飲股、食品飲料股、乳製品股等內需股紛紛上升。另一方面,教育股走低,K12教育方向領跌,豬價已持續回落兩個月,豬肉概念股龍頭萬洲國際逆勢跌超1%,生物醫藥股、嬰童概念股普跌。(格隆匯)
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