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港股收評:恆生科技指大漲3.4%,科技、醫藥板塊集體爆發
格隆匯 10-06 16:37

今日,港股主要指數均收漲,市場情緒較佳。恆指全天呈高位震盪態勢,收漲0.9%報23980點;恆生科技指數大漲3.44%。

盤面上,SaaS概念股爆發領漲,中國軟件國際大漲逾11%;黃金股午後漲幅擴大,紫金礦業升超6%;半導體板塊回暖,中芯國際漲超7%;手機概念股、汽車股、特斯拉概念股、生物醫藥股全日強勢;科技股持續造好,美團漲5%,小米漲近3%,唯有阿里跌0.71%。昨日強勢的體育用品股跌幅居前,保險股、電信股小幅下挫。大市成交額繼續萎靡,全天僅成交868億港元。

港股科技股集體大爆發。其中,中芯國際一度暴漲超10%,收漲7%,成為領頭羊。另外,比亞迪電子大漲8%、金山軟件大漲7.69%,中興通訊漲超6%,金蝶國際上漲超5%。

整個半導體板塊表現非常強勢。其中,上海復旦大漲14.5%,靖洋集團大漲11.57%,康特隆大漲8%,華虹半導體上漲超3%。

其中,中芯國際一度大漲超10%,昨日則下跌4.64%。公司9月4日晚公告稱,美國商務部工業與安全局已根據美國出口管制條例向部分供應商發出信函,對於向中芯國際出口的部分美國設備、配件及原物料會受到美國出口管制規定的進一步限制,須事前申請出口許可證後,才能向中芯國際繼續供貨。

生物醫藥板塊整體造好。其中,百濟神州大漲8%,信達生物大漲6.5%,藥明生物大漲5%,康希諾生物、石藥集團均大漲超3%,中國生物製藥、復星醫藥、李氏大藥廠等均上漲超2%。

今日,汽車板塊持續亮眼。長城汽車大漲8.9%,吉利汽車漲超6%,恆大汽車漲近6%。昨晚,因三季度創季度交付量新高,美股小鵬汽車收漲10.34%,並帶動其他新能源汽車股上漲。

中金認為,車市繼續行走在較長時間跨度的向上週期中,行業企業三季報也存在超預期空間,維持對汽車板塊的推薦。另外,標普全球評級也近日表示,基於今年以來優於預期的銷售表現和逐漸改善的消費者信心,上修對中國汽車銷量的假設。目前,預計中國2021年的汽車銷量將同比增長4%-6%,高於此前假設的2%-4%。

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