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港股異動 | 部分港口航運股高開 中國外運(0598.HK)漲超4%
格隆匯 03-11 09:26
格隆匯3月11日丨部分港口航運股高開,中國外運(0598.HK)漲超4%,天津港發展漲超3%,太平洋航運、中遠海控等紛紛高開。港交所權益資料顯示,中國外運獲FIDELITY FUNDS於3月3日在場內涉資約292.5萬港元增持96.4萬股,增持後,其持股比例由6.99%升至7.04%。此外,天津港發展昨日公佈,預期去年股東應占溢利將取得同比不少於55%的增長,主要由於2020年人民幣兑港元升值使集團持有的港元負債產生匯兑收益,而2019年則取得匯兑虧損。交銀國際發研報指,美國參議院通過了總統拜登的1.9萬億美元救濟方案,該行認為財政刺激措施將增加美國居民的可支配收入,並進一步增強對中國出口產品的需求。該行認為短期內集運市場基本面仍強,並支撐集運公司的股價。

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