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港股午評:恒指微升0.07%,創新藥大升,“反內卷”板塊再度活躍,餐飲類股走低
格隆匯 07-17 12:01
港股上午盤三大指數呈震盪行情,恒生指數、國企指數分別微幅上升0.07%及0.05%,恒生科技指數升0.29%,市場情緒總體表現平穩。盤面上,權重科技股多數走低,其中,百度跌近4%,小米跌1.5%,阿里巴巴、京東、騰訊小幅下跌,美團則升近2%,網易飄紅;行業利好扎推來襲,生物醫藥股升勢繼續,創新藥方向升肚較為明顯,樂普生物升近13%領銜,康諾亞、康方生物升幅超10%,百濟神州、信達生物、藥明生物、恒瑞醫藥齊升;半導體芯片股走勢活躍,龍頭中芯國際升約2%,“反內卷”相關板塊再度走強,汽車股、鋼鐵股、光伏股、家電股紛紛上升。另一方面,現貨黃金失守3340美元,黃金股走弱,銅等有色金屬股跟跌,港口及海運股、建材水泥股、新消費概念股、濠賭股。內房股多數走低,餐飲類股集體下跌,奈雪的茶、古茗、蜜雪集團、茶百道皆有跌幅。(格隆匯)
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