港股午評:恒指升0.11% “反內卷”相關板塊持續活躍 大金融股部分低迷
港股上午盤三大指數呈現窄幅震盪行情,恒生指數升0.11%,國企指數、恒生科技指數分別上升0.35%及0.2%,市場情緒總體表現平穩。盤面上,大型科技股走勢分化,快手升超2%,阿里巴巴升超1%,騰訊、美團飄紅,百度跌超3%,京東跌超1%,小米小幅下跌;“反內卷”相關板塊持續活躍,建材水泥股、煤炭股表現強勢,中國建材發盈喜大升超8%,中國神華升超5%;中字頭股高鐵基建股拉昇,中國中車大升超7%領銜,中國鐵建、中國中鐵升超2%;地緣政治持續緊張,特朗普將宣佈新的援烏計劃,預計將包括進攻性武器,軍工股應聲上升。另一方面,連續上升的濠賭股回調,餐飲股、生物醫藥股、蘋果概念股、航空股普遍走低,上週五大升的中資券商股、保險股部分下跌。(格隆匯)
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