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港股午評:恒指微升0.09% 科技股弱勢 大金融股活躍 “反內卷”行情如火如荼
格隆匯 07-10 12:01
港股上午盤三大指數升跌不一,恒生指數、國企指數分別上升0.09%及0.3%,恒生科技指數跌0.44%表現相對較弱,市場總體波動不大。盤面上,大型科技股多數表現低迷,京東跌超2%,網易、百度跌超1%,阿里巴巴、小米、美團、騰訊跌幅在1%以內;大金融股集體上升力撐大市飄紅,區域銀行股升幅靠前,建設銀行、光大銀行等多股再創新高;“反內卷”行情如火如荼,光伏股、鋼鐵股、建材水泥股等集體活躍,其中,重慶鋼鐵股份一度大升超超12%,陽光能源、海螺水泥皆走強;機構指解除EDA禁令和美越貿易協定短期內利好消費電子供應鏈,蘋果概念股、消費電子概念股普遍上升;內房股、乳製品股、藥品股、煤炭股、高鐵基建股多數上升。另一方面,美國對銅徵收進口關税令銅價下跌,銅業股領跌有色金屬股,汽車股走勢分化,航空股、體育用品股、新消費概念股多數走低,“股王”老鋪黃金跌近3%。(格隆匯)
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