港股午評:三大指數齊跌 汽車、半導體普跌 創新藥概念股持續火熱
特朗普單邊關稅言論以及地緣形勢緊張,市場風險偏好下降。港股上午盤三大指數集體下跌,恆生科技指數一度跌至1.5%,午間收跌1.05%,恆生指數、國企指數分別下跌0.5%及0.51%。盤面上,大型科技股普遍走低拖累市場情緒,快手跌4.5%,阿里巴巴漲超2%,小米跌1.8%,京東、百度、騰訊皆走低;由於特朗普單邊關稅言論,受關稅影響較大的汽車股、半導體芯片股等熱門板塊全線下跌,小鵬汽車跌超5%,中芯國際跌近2%;航空股、海運股、教育股、煤炭股、濠賭股齊跌。另一方面,特朗普單邊關稅言論及美國CPI令美元承壓,黃金價格繼續攀高,黃金股逆勢走強,招金礦業、紫金礦業漲超5%;創新藥概念股持續火熱,中國生物製藥大漲超15%,再鼎醫藥、百濟神州漲幅居前,行業利好持續,中資券商股再度拉昇。此外,新消費明星概念股活躍,泡泡瑪盤中再創新高,老鋪黃金漲近5%。(格隆匯)
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