港股午評:恒指升1.13%續刷階段新高,科技股、金融股拉昇,雅下水電相關板塊回調
港股上午盤三大指數高開高走,再度刷新階段性高位,市場做多情緒十分高升。截止午盤,恒生指數升1.13%,國企指數、恒生科技指數分別上升1.32%及1.76%。盤面上,大型科技股、大金融股等權重拉昇助力大市上揚,其中,百度、騰訊升近4%,美團、京東升超2%,中州證券大升超14%領銜中資券商股上升,中信建投、中信證券升幅明顯,中國人壽、中國平安均升超2%;玖龍、山鷹多個基地即將再度升價,紙業股拉昇明顯,玖龍紙業領升;7月共127款國產網絡遊戲獲批,遊戲股走勢活躍,教育股、互聯網醫療股、航空股、餐飲股、內房股齊升。另一方面,雅下水電概念相關板塊集體回調,尤其是建材水泥股大幅下跌,山水水泥跌超11%,華新水泥跌9%,中國龍工領跌重型機械股,軍工股、水務股、鋼鐵股、高鐵基建股紛紛下跌。(格隆匯)
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