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港股午評:指數分化!科指升0.12%,大金融股低迷,中芯國際錄得7連升
格隆匯 06-30 12:02
港股上午盤三大指數升跌不一,恒生指數、國企指數分別下跌0.42%及0.49%,恒生科技指數升0.12%表現相對較強,恒指國指繼此前創年內新高後呈震盪行情,總體小幅回撤但仍在高位徘徊。盤面上,大型科技股走勢分化,快手、網易升超2%,百度飄紅,美團、騰訊、阿里巴巴跌超1%;前期表現活躍的大金融股集體低迷,連創新高的中國銀行、光大銀行、工商銀行、農業銀行皆走低;金價下跌,券商指不排除金價大幅回撤,黃金股普遍弱勢,銅、鋁等有色金屬股跟跌;乳製品股、手遊股、燃氣股、石油股等普遍下跌。另一方面,半導體供應鏈國產化持續推進,美擬撤銷技術豁免利好本土晶圓廠,半導體芯片股繼續升勢,中芯國際錄得7連升,機構稱國防軍工板塊具備長期成長確定性,軍工股再度活躍,餐飲、新消費概念股齊升,尤其是“股王”老鋪黃金大升超16%再創新高,市值超1759億港元。(格隆匯)
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