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港股收評:恆指漲1%站上26000點大關,科網股、大金融股全面走高

9月10日,港股三大指數繼續走強,均錄得4連漲行情,皆刷新階段新高位。截止收盤,恆生指數漲1.01%站上26000點大關,國企指數漲0.93%,恆生科技指數漲1.27%亦站上9200點上方。

盤面上,作爲市場風向標的大型科技股持續上漲助力大市上揚,京東漲3.6%,百度漲2.8%,美團漲2%,騰訊漲1%,阿里巴巴漲0.6%4連升,創近4年新高;大金融股普遍上漲,內銀股漲幅相對明顯,農業銀行漲3.5%,建設銀行漲2.84%;半導體芯片股全天表現活躍,龍頭中芯國際漲3.6%,腦機接口概念股、影視娛樂股、濠賭股、內房股、蘋果概念股、手遊股、電信股、煤炭股齊漲。另一方面,鋼鐵股、家電股、光伏股等反內卷相關板塊走低;鋰電池股大跌,天齊鋰業跌近8%,贛鋒鋰業跌7%,生物醫藥股、新能源車企、重型機械股集體弱勢。

具體來看:

作爲市場風向標的大型科技股持續上漲助力大市上揚,京東漲3.6%,百度漲2.8%,美團漲2%,騰訊漲1%,阿里巴巴漲0.6%4連升,創近4年新高。

加密貨幣概念股漲幅居前,雲鋒金融漲超27%,華興資本控股、藍港互動漲超6%,博雅互動漲5.8%,雄岸科技漲3.88%,國泰君安國際、OSL集團、歐科雲鏈漲超2%。

半導體板塊普漲,中電華大科技、美佳音控股漲超4%,中芯國際、上海復旦漲超3%。

內銀股表現活躍,農業銀行漲3.49%,建設銀行漲2.84%,招商銀行漲2.21%,中國銀行漲2.06%,工商銀行漲1.87%。

影視娛樂股齊漲,樂華娛樂漲超11%,網易雲音樂漲4.76%,大麥娛樂、騰訊音樂、稻草熊娛樂漲超3%。

博彩股部分飄紅,金沙中國漲3.46%,永利澳門、匯彩控股、美高梅中國漲超2%。

蘋果概念股上揚,鴻騰精密漲超12%,富智康集團、舜宇光學科技漲超3%,通達集團漲超2%。

光伏及太陽能板塊下跌,協鑫科技跌4.32%,協合新能源跌3.61%,信義光能、福萊特玻璃、新特能源、山高新能源跌超2%。

鋰電池股大跌,天齊鋰業跌7.97%,贛鋒鋰業跌7.02%。

消息面上,今日早盤碳酸鋰期貨大幅跳空低開,最低觸及68600元/噸,臨近跌停。寧德子公司宜春時代召開復產會議,推進梘下窩礦復工復產。另據消息人士透露,梘下窩礦採礦證審批進展順利。分析人士指出,綜合而言,短期來看,梘下窩礦如果快速復產,則碳酸鋰將重回過剩格局,對鋰價造成一定下行壓力,預計鋰價偏弱運行。

生物醫藥股集體弱勢,復宏漢霖、君實生物跌超5%,康方生物、科倫博泰生物-B跌超4%,榮昌生物、泰格醫藥跌超2%。

今日,南向資金淨買入75.66億港元,其中港股通(滬)淨買入25.36億港元,港股通(深)淨買入50.30億港元。

展望後市,華泰證券認爲,後市港股流動性寬裕環境並未改變,基本面預期回升也起到了重要支撐。市場盈利修復一方面來自科技、新消費和醫藥等板塊能夠實現超越經濟週期的增長,另一方面因國內政策較去年力度更大,經濟和政策穩定性更強,推動了企業穩健盈利。

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