港股早評:三大指數低開 科技股、黃金股普跌 新消費概念股強勢
特朗普簽署“大而美”法案,並稱8月1日實施新關稅。港股三大指數低開,恆指跌0.36%,國指跌0.38%,恆生科技指數跌0.46%。盤面上,大型科技股普遍下跌,美團、阿里巴巴、小米跌1%,百度、騰訊、京東小幅下跌;乳製品股下跌明顯,現貨黃金跳水!失守3320美元,黃金股走低,山東黃金、赤峯黃金跌近2%,油氣設備股、鋼鐵股、物聯網醫療股多數低迷。另一方面,電力需求激增,火電企業業績預期向好,電力股普遍上漲,大唐電力漲3.45%,大唐新能源、華電國際電力等齊漲,新消費概念股漲幅明顯,茶百道大漲15%,奈雪的茶漲近10%,蜜雪集團、滬上阿姨、泡泡瑪特皆有漲幅,濠賭股、創新藥概念股多數繼續上漲。(格隆匯)
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