热点扫描 | 周期股再度领涨，钢铁股强势反弹
uSMART盈立智投5月18日消息，恒指涨1.18%，报28525.48，成交额529.59亿；国企指数涨1.16%，恒生科技指数涨0.71%；港股通净流入16.08亿。
恒生科技指数成分股普遍上涨，截至10:40，同程艺龙涨超10%，一季度经调整纯利大增279.5%，总交易额升83%至333亿元。万国数据涨超3%，传集团考虑斥最多100亿美元收购普洛斯数据中心业务。百度、京东健康、联想均涨超2%，美团涨超1%，阿里巴巴、新东方在线、腾讯、京东、快手涨幅均不足1%；明源云跌超2%。
钢铁板块大幅反弹，截至10:40，重庆钢铁股份涨超10%，中国东方集团、马鞍山钢铁股份、鞍钢股份、中国铁钛、西王特钢均涨超6%、铁货、天工国际均涨超3%。东方证券发布研报称，伴随各大重点省市减排方案的推出，该行判断“碳中和”下钢铁供给增速受限，吨毛利或持续扩张。
黄金及贵金属板块走高，截至10:40，中国黄金国际涨超6%，山东黄金涨超5%，招金矿业涨超4%，中国白银集团涨超3%，紫金矿业涨超2%。消息面上，黄金期货周一大幅收涨，纽约商品交易所6月交割的黄金期货价格上涨1.6%，收于每盎司1867.60美元，创1月7日以来的最高收盘价。
铝业板块造好，截至10:40，中国铝业涨超5%，中国忠旺涨超3%，中国宏桥涨超3%，俄铝涨超2%。
石油股走强，截至10:40，中石化涨近5%，中石油涨超3%，中国海洋石油涨超3%。消息面上，受欧洲经济重启和美国需求增加推动，WTI 6月原油期货周一上涨1.37%，报66.27美元/桶，创两年来最高收盘价。布伦特7月原油期货上涨1.09%，报69.46美元/桶。
物管股涨幅居前，截至10:40，时代邻里涨超8%，获控股股东卓源增持90万股。新悦城服务、合景悠活、永升生活服务均涨超5%，佳兆业美好、融创服务均涨超4%、保利物业、世茂服务、碧桂园服务均涨超3%。
半导体板块走弱，截至10:40，华虹半导体、中芯国际、芯智控股均跌超1%。
个股方面，截至10:40，中手游涨超6%，公司与华为正式达成游戏业务战略合作，将触达超过7.3亿华为终端用户。非凡中国涨超6%，李宁跌超3%，非凡中国拟配售6000万股李宁股份。中国移动涨超3%，董事会批准回A上市，拟发行不超过9.648亿股。
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