港股收评:恒指飙升2.7%,钢铁、有色、大金融领涨
3月3日,港股三大指数全线收涨,恒指涨2.7%,报收于29880.42点;国企指数收涨2.68%,报11666.24点;恒生科技指数涨1.17%,报9366.51点。大市成交额并未有效放大,较昨日缩量逾500亿至1850亿港元。

盘面上,钢铁、有色等顺周期板块全天领涨,券商、银行、保险等金融股涨幅居前,航空股、电信股、区块链股等携手上涨,科技股午后回暖走高。惟风电股逆势大跌,烟草股、餐饮股小幅走低。
具体板块方面,钢铁股领跌大市。板块中鞍钢股份、重庆钢铁股份涨逾14%;中国铝业、马鞍山钢铁股份大涨10%;江西铜业股份上涨6.29%。
消息面上,今日,工信部部长肖亚庆表示,钢铁去产量主要从节能减排这方面来看,冶炼能力要大幅压缩,压缩的量多少,工信部正在配合国家有关部门制定大规划。业内人士分析,冶炼能力降低,供应端收缩进一步强化供需矛盾,对价格形成有效支撑。

有色金属强势上涨。中国黄金国际大涨18.91%,中国铝业、中国宏桥、中国大冶有色金属、紫金矿业涨逾10%,五矿资源、灵宝黄金等个股纷纷跟涨。

银行股全天上扬,其中招商银行涨7.88%,农业银行涨6.83%,邮储银行涨6.74%。

博彩股走强,其中银河娱乐涨7.66%,新濠国际发展涨6.15%,金沙中国有限公司涨5.48%。澳门特区政府宣布,自今日起,取消进入娱乐场需要出示核酸阴性检测结果的要求,但娱乐场仍须要持续严格执行其他防疫措施配合。

今日,风电股领跌。龙源电力大跌13.66%,中国航天万源、大唐新能源跌逾5%。

餐饮板块下跌2%。其中国茂控股跌逾11.11%,高门集体跌6.25%,九毛九、海底捞跌超2%。

物业服务及管理板块今日回调,其中金科服务跌5%,雅生活服务跌4.13%,国锐地产跌2.67%。

个股方面。中兴通讯收涨2.61%。2日晚间,中兴通讯内部发文表示将成立汽车电子产品线,同时将设立汽车电子团队,隶属于系统产品技术规划部,其定位是负责汽车电子领域的统一业务规划和经营。对此,公司3月3日下午回应称:消息属实。

美团-W涨2.81%。今日,市场监管总局宣布对橙心优选、多多买菜、美团优选、十荟团、食享会等五家社区团购企业不正当价格行为作出行政处罚,其中美团被处以150万元罚款的行政处罚。美团优选回应称,高度重视诚恳接受,加强整改。

港股通方面,今日南向资金合计净买入入57.47亿港元,其中港股通(沪)净买入47.15亿港元,港股通(深)净流出10.32亿港元。

中金公司认为,虽然仍不排除出现潜在的波动,但考虑到良好的市场流动性和强劲的经济基本面,仍然看好H股市场。与此同时,业绩期中潜在盈利意外值得密切关注。
安信国际指出,大市短期进入调整模式,但没有改变牛市的基础。预期美联储对通胀的容忍度较高,宽币政策起码在今年会维持。与此同时,新冠疫苗接种继续上量,最终疫情会受控,启动海外经济复苏,维持对港股后市的乐观看法。目前的调整其实是趁低吸纳的良机。
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