港股午評:三大指數齊升,核電、生物醫藥強勢,泡泡瑪特等“港股消費品F4”齊創新高
港股上午盤三大指數低開高走,延續昨日升勢。截止午盤,恒生指數、國企指數分別上升0.72%及0.87%,恒生科技指數升1.01%。盤面上,大型科技股集體上升帶動大市向好,其中,美團升近4%,小米、阿里巴巴、百度、快手升超1%,騰訊、網易、京東皆上升;人工智能需求飆升,Meta將從星座能源公司購買核電,核電股升幅明顯,尤其是中廣核礦業一度衝高至31%表現十分搶眼;行業利好消息持續發酵,生物醫藥股集體走強,創新藥板塊方向升幅靠前,信達生物大升超15%領先;中資券商股臨近午盤升幅擴大,弘業期貨、光大證券均升超8%,稀土概念股、軍工股、汽車股、穩定幣概念股、煤炭股、教育股、芯片股齊升。另一方面,家電股、水務股多數走低,內險股走勢分化。此外,“港股消費品F4”——泡泡瑪特、毛戈平、蜜雪集團、老鋪黃金齊創新高!(格隆匯)
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