港股午評:科指一度衝高至1.8%,恆指收紅,半導體股、內險股漲幅明顯
港股三大指數低開衝高,恆生科技指數一度漲至1.8%,午間收漲0.58%,恆生指數、國企指數微幅上漲0.06%及0.01%,二者盤中均漲0.7%,繼昨日止跌回彈後市場或持續反彈。盤面上,大型科技股多數呈現上漲行情,其中,快手漲近2%,百度漲超1%,小米拉昇轉漲,盤中一度大跌4%,美團、騰訊飄綠;美國更多關稅即將落地,半導體股、汽車拉昇明顯,上海復旦一度漲超10%,零跑汽車大漲超9%;近期蘋果AI功能拓展到中文等更多語言,蘋果概念股全線上漲,東江集團控股、舜宇光學漲幅居前;大摩相信大部分內地保險公司於今年首季都可實現穩健的新業務價值增長,內險股普遍上漲,新華保險漲超4%,啤酒股、中資券商股、建材水泥股、重型機械股普遍表現活躍。另一方面,分析稱黃金價格正日益面臨大幅下跌的風險,連續上漲的黃金股領銜有色金屬股走低,光伏股、煤炭股、內房股、濠賭股、電力股普跌。(格隆匯)
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