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港股收評:恆指漲0.86%,在線教育、有色金屬領漲
格隆匯 11-16 16:36

11月16日,港股各大指數迎來上漲,恆生指數漲0.86%,報26381.67點。恆生科技指數大漲1.71%,報8075.83點,恆生國企指數漲0.32%,報10578.94點。大市成交1453.02億。南下資金淨流入21.65億元。

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盤面上,有色金屬板塊全線爆發,五礦資源漲大漲超11%,江西銅業漲近9%;體育用品股、啤酒股明顯強勢,安踏收漲6.4%,盤中再創新高,市值逼近3000億港元。SaaS概念股、博彩股、航空股、港口航運股普遍上漲。恆生科技股多數上揚,新東方在線尾盤異動拉昇,大幅收漲11%,京東漲5.6%,美團,小米漲4%,騰訊、阿里小幅收跌。

電信股繼續弱勢,教育股、內房股、汽車股普跌。今日南下資金淨流入33.07億港元。

具體來看,黃金貴金屬大漲,灣區黃金、紫金礦業大漲超9%,港銀控股、中國白銀集團、招金礦業紛紛跟漲。

高盛分析師仍對2021年黃金前景保持樂觀。高盛在上週五發布的一份報告中表示,它將維持2021年金價2300美元/盎司的目標,因為全球經濟在兩方面取得了平衡:一方面是新冠肺炎病毒可能產生疫苗的好消息,另一方面是近期經濟面臨進一步破壞的風險。

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有色金屬爆發,五礦資源、江西銅業、中國大冶有色金屬大漲超6%,其餘個股紛紛跟漲。

東吳證券表示,銅價上漲,銅板帶貿易活躍度有所提升,訂單表現良好。銅管市場訂單量尚可,企業產能利用率有所提升。

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在線教育表現強勢,新東方在線大漲超10%,報30.10港元,總市值在282.95億港元。

國信證券認為,民促法實施條例落地,對民辦教育行業明確定位、理清發展頭緒、確定後續執行細則,均具有重要的指導作用。相關政策落地有利於消除壓制板塊估值的不確定性擔憂,對板塊的長期良性發展具有積極意義。

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SaaS概念股上漲,阜博集團漲超10%,中國有贊、金蝶國際、金山軟件等個股漲超4%。

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電信股繼續弱勢,中國電信、中國通信服務、中國移動跌幅均超3%。

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港股通方面。偉祿集團、五礦資源、新東方在線漲幅居前,中國海外發展、北京汽車、華晨汽車跌幅居前。

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圖片來源“wind

南下資金方面,累計淨流入21.65億元,滬股通淨流入8.28億,深股通淨流入13.37億元。

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圖片來源:wind

銀河證券認為:外圍局勢逐漸明朗,新冠疫苗研發進展順利,對疫情的擔憂情緒好轉,風險偏好提升,基本面修復可期,也暫不必擔心寬鬆政策退出的風險。港股的邊際改善動能及增長空間較優

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