港股午評:恆指漲42%,稀土、海運、半導體普漲,“港股消費品F4”集體回調
美國經濟數據疲軟,降息預期飆升,方向市場情緒持續向好。港股三大指數繼續上漲,恆生指數、國企指數分別上漲42%及0.54%,恆生科技指數漲0.92%,盤中衝高至2%,三者錄得連續3日上漲。盤面上,大型科技股普遍上漲助力大市上漲,其中,快手漲超4%,美團、阿里巴巴漲2.5%,京東、小米、百度皆有漲幅;海外稀土價格走高有望向國內傳導,稀土概念股大幅上漲,金力永磁盤中大漲超18%;華爲蘋果雙發佈會倒計時,手機產業鏈迎利好迎催化,高偉電子漲幅領先;半導體股、內房股、教育股、光伏股、內險股多數表現活躍。另一方面,美銀證券料貨櫃航運現貨價急升屬暫時性,港口及海運股跌幅明顯,東方海外國際跌超5%,持續上漲的創新高概念股終見回調,連創新高的“港股消費品F4”齊挫,老鋪黃金短暫站上1000港元後大跌超8%,蜜雪集團跌7.8%,泡泡瑪特跌超2%。(格隆匯)
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