港股午評:持續上升!科指大升2.49%,內房股、半導體股強勢,中芯國際再刷階段新高
港股三大指數繼續上升,盤中現快速拉昇行情,恒生科技指數一馬當先,午間收升2.49%,恒指、國指分別上升1.12%及1.32%,恒指重回2萬點上方,且三大指數錄得6連升。盤面上, 大型科技股集體拉昇上升,小米升超3%,美團升2.8%,網易、百度升超1%,阿里巴巴、京東、快手皆有升幅;機構指半導體國產替代仍為長期趨勢,芯片半導體股持續上升行情,尤其是龍頭中芯國際大升近7%續刷階段新高,近一個月累計升幅高達50%;“國補”首日手機銷量環比大增,機構看好消費電子市場復甦,手機產業鏈股、電子消費股活躍;地產政策效果正持續顯現,碧桂園復牌一度大升近30%;汽車股、航空股、中資券商股、體育用品股、黃金股齊升。另一方面,稀土概念股下跌明顯,金力永磁跌超5%,中國稀土跌超1%,石油股、重型機械股部分走低,中國建築國際跌超2%。(格隆匯)
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