港股午评:恒指涨0.42% 濠赌、汽车股表现突出
格隆汇9月11日丨港股市场主要指数上涨,恒指午间收涨0.42%报24416.33点,成交额476.92亿港元;国指涨0.27%报9709.84点,恒生科技指数涨0.78%;南下资金净买入7.6亿。

盘面上,行业板块涨跌参半,家电、半导体、汽车零售等板块涨幅靠前。家具、铜、黄金贵金属板块跌幅居前三。
濠赌股反弹涨幅居前,金沙中国涨逾3%。广东全省上月底恢复办理澳门旅游签证,8月至今的博彩总收入(GGR)增长93%,达每天8300万澳门元。富瑞预期,“十一黄金周”将会是下一个GGR恢复的关键催化剂,澳门旅游签证在9月23日将会扩展至全中国,预计黄金周将会对博彩股产生正面影响。大摩称,基于内地对澳门旅游限制的放宽,料澳门至年底旅客及赌收可持续改善,重申对濠赌股吸引看法。

汽车股多数上涨,吉利汽车涨2.6%。中国汽车工业协会数据显示,中国8月份汽车产量211.9万辆,同比增长6.3%;汽车销量218.6万辆,同比增长11.6%。业内人士表示,促消费政策拉动以及传统“金九银十”消费旺季的到来,将进一步推动汽车销售市场上扬,预计汽车市场或迎来销售高潮。

光伏概念冲高回落,协鑫新能源涨3.7%。新时代证券指,光伏三季度国内需求仍然乐观,拥有户用、特高压、平价等项目支撑,四季度平价与竞价项目共振,需求有望超预期。海外市场疫情影响逐渐减小,前期价格下降对需求的拉动作用未来有望进一步凸显。由于部分硅料产线事故,短期硅料供需失衡。光伏产业链价格整体上行。

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