港股收評:V型反彈!恒指升0.68%,水泥、鋼鐵、風電股大升,東方電氣一度飆升超700%
今日,港股三大指數呈現V型走勢,國企指數、恒生科技指數午後一度轉跌,最終分別收升0.6%及0.84%,恒生指數升0.68%盤中一度站上25000點,三者均刷新4月初以來新高價。

盤面上,大型科技股普遍飄紅,美團升近3%,京東升超2%,阿里巴巴、小米升超1%。
雅魯藏布江水電工程開工,涉1.2萬億投資,建材水泥股、鋼鐵股、風電股、大基建股等相關板塊全天表現強勢,其中,尤其是東方電氣盤中一度飆升超700%最終收升65.2%,華新水泥飆升85.6%,重慶鋼鐵大升25.5%,山水水泥升超23%,中鋁國際、中國中鐵、中國建築國際等皆走強。
中資券商股、石油股、黃金股、煤炭股、內房股、海運股、家電股、軍工股紛紛上升。
另一方面,前期持續上升的生物醫藥股明顯回調,創新藥概念股大部分走低,百濟神州、諾誠健華、石藥集團、藥明康德、恒瑞醫藥全天低迷。
有媒體稱,現在上車銀行股已顯得不那麼“划算”,內銀股普跌,電信股、教育股、影視股普遍下跌。
具體來看:
建材水泥板塊大爆發,華新水泥升超85%,山水水泥升超23%,華潤建材科技升超13%,中國建材、金偶集團升超12%,海螺水泥升超8%,西部水泥、亞洲水泥(中國)升超5%。

銀河證券認為,雅魯藏布江下游水電工程項目將直接拉動西藏及周邊地區水泥需求,疊加水泥“反內卷”、供給優化背景下,西南區域水泥價格有增長預期,區域水泥龍頭企業將顯著受益。
風電股大升,東方電氣升超65%,盤中疑似出現“烏龍指”交易,一度飆升超700%,大唐新能源升超3%,龍源電力、京能清潔能源升超2%。

鋼鐵股走強,重慶鋼鐵升超25%,中國東方集團、找鋼集團升超8%,鞍鋼股份升超7%,馬鞍山鋼鐵股份升超5%。

鋁板塊普升,俄鋁升超7%,中國鋁業、南山鋁業國際升超6%,中國宏橋升超4%,興發鋁業升超2%。

券商股走高,東方證券升超7%,中金公司、中國銀河、申萬宏源、興政國際升超5%,華泰證券升超4%,中信建投證券、中信證券、光大證券升超3%。

煤炭股上升,蒙古焦煤、力量發展、兗煤澳大利亞升超5%,兗礦能源、易大宗升超4%,中國秦發、首鋼資源升超3%,中國神華、中煤能源升超2%。
加密貨幣概念股走弱,雄岸科技跌超8%,國泰君安國際、新火科技控股跌超6%,國富量子、博雅互動、藍港互動跌超5%。

影視娛樂板塊走低,網易雲音樂、騰訊音樂、中國儒意跌超4%,歡喜傳媒、新石文化跌超3%,貓眼娛樂、英皇文化產業跌超2%。

醫藥股大跌,維亞生物、百濟神州跌超3%,金瑞絲生物科技、諾誠健華跌超2%,藥明生物、昭衍新藥、藥明康德、榮昌生物跌超1%。


今日,南向資金淨買入70.51億港元,其中港股通(滬)淨買入39億港元,港股通(深)淨買入31.52億港元。

展望未來,華泰證券認為,三季度市場或依然高波動,但壓力因素比預期更低,行情啟動時點可能更早。外部新一輪關税談判下中國相對優勢反而上升;美國金融去監管、聯儲繼續降息、穩定幣擴容、國債久期調整等多重因素助力下,美元指數有進一步下行空間,人民幣升值利好港股表現;內部“反內卷”加碼、互聯網電商負面壓力減輕以及房地產政策都有一定積極變化。這些變化比我們預期的更加樂觀,對市場表現的壓制相對減輕。港股第三輪行情啟動時間或比我們此前預期更早,下半年市場有望再創新高。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.