港股午評:低開高走!科指盤中轉漲,恆指再度跌破2萬點,半導體股、軍工股拉昇
市場波動持續受關稅影響,港股上午盤三大指數低開高走,恆生科技指數盤初大跌近6%,午間收跌0.96%盤中曾超1%,恆生指數、國企指數跌幅收窄至1.55%及1.22%,二者一度跌超4.3%,且恆指再度跌破2萬點大關。盤面上,大型科技股依舊維持普跌行情但跌幅明顯收窄,尤其是小米逆勢轉漲超3%,百度、京東跌超3%,阿里巴巴、騰訊、美團皆走低;國產替代加速,半導體芯片股拉昇十分明顯,龍頭中芯國際大漲超7%,上海復旦漲超8%;關稅戰下軍工業“抗跌基因”凸顯,軍工股漲幅靠前,中船防務大漲超16%表現最佳,機構稱地產爲內需重要支撐,內房股與物管股攜手上漲。另一方面,特朗普威脅,藥品股集體下挫,機構料次季賭收不明朗因素多,濠賭股普遍走低,新一輪關稅嚇壞油市,國際油價應聲大跌4%,三桶油齊挫;蘋果股價連續4天大跌,蘋果概念股再度下跌,農業股、黃金股、汽車股、保險股、銀行股表現低迷大市承壓。(格隆匯)
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