港股午評:低開低走!科指大跌3%,科技股、金融股低迷,光伏股拉昇
中美超預期互降關稅利好亦兌現?港股未能延續昨日強勢上漲行情,上午盤三大指數持續走低,恆生科技指數午間收跌2.99%,恆生指數、國企指數分別下跌1.68%及1.78%。盤面上, 大型科技股集體表現低迷,其中,小米、美團跌超4%,阿里巴巴、快手跌近4%,網易、騰訊跌超2%,京東、百度皆下跌;昨日受關稅影響而大漲的蘋果概念股、汽車股、半導體芯片股等跌幅十分明顯,其中,高偉電子、舜宇光學跌超7%,蔚來汽車跌超5%,中芯國際跌超4%;中資券商股、軍工股、家電股、電信股、航空股齊跌。另一方面,昨日大幅下跌的生物醫藥股集體上漲,內銀股、海運股表現活躍,中信銀行、光大銀行等多股創歷史新高,傳頭部硅料廠聯合推動產能整合?光伏股多數表現強勢,協鑫科技、陽光能源漲幅居前。(格隆匯)
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