港股午評:衝高回落!恆指微漲0.2%,藥品股繼續活躍 大金融股多數低迷
港股上午盤三大指數衝高回落明顯,臨近午盤曾一度轉跌。恆生科技指數盤初曾衝高至2.2%,午間收漲0.41%,恆生指數、國企指數漲幅收窄至0.2%及0.1%,二者盤中均漲至1.5%。盤面上,大型科技股多數呈現上漲行情,其中,阿里巴巴、美團、快手漲超1%,百度、騰訊小幅上漲,京東、小米走低;生物醫藥股持續活躍,創新藥概念漲幅居前,諾誠健華、百濟神州、石藥集團、中國生物製藥漲幅明顯;蘋果概念股、家電股、手遊股、汽車股多數上漲。另一方面,上半年全國房地產開發投資同比跌11.2%,內房股下跌明顯,雅居樂集團跌近9%跌幅居前,“反內卷”相關板塊走低,光伏股、建材水泥股股普跌,大金融股多數出現高開低走行情,尤其是中資券商股走低明顯,中金公司、中信證券、中國銀河等權重低迷,由於招銀國際獲批虛擬資產牌照,招商證券漲幅收窄至超5%。(格隆匯)
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