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港股午評:科技股繼續走強,恆生科技指數大漲超3%,電力股持續活躍

港股上午盤延續昨日上漲行情,恆指漲1.31%報26125點,國指漲1.64%報9285點,恆生科技指數漲3.11%報6721點。南下資金半日大幅淨流入44.41億港元,大市半日成交額放大至928億港元。

盤面上,大型科技股集體拉昇帶動大市向好,阿里巴巴大漲8%,京東、網易、百度皆漲超3%,騰訊漲2.4%;互聯網醫療板塊漲幅居前,阿里健康大漲超14%,電力股繼續活躍,在線教育股、濠賭股、手遊股、SaaS概念股、中資券商股、半導體股、汽車股等現普漲行情。 另一方面,發改委組合拳出擊,煤炭股逆勢下跌,兗州煤業大跌超10%,石油、鋼鐵、銅、鋁、黃金等板塊齊跌。

科技股集體走強,阿里巴巴大漲8%創2個月新高。在昨日召開的2021雲棲大會現場,阿里巴巴旗下半導體公司平頭哥發佈自研雲芯片倚天710。該芯片是首款採用業界最先進5nm工藝的ARM服務器芯片,性能超過業界標杆20%,能效比提升50%以上。

電力股延續強勢,國家發改委提出落實好燃煤電價擴大浮動範圍政策。19日國家發展改革委召開座談會,研究部署今年四季度和明年初有關重點工作。要發揮好煤電油氣運保障機制作用,進一步加強統籌協調,確保今冬明春能源電力安全穩定供應。加強分類指導和政策協同,在符合安全和環保要求前提下有效增加煤炭生產能力。

互聯網醫療股走強,阿里健康大漲14.6%。大摩19日發表研究報吿指,受惠於處方藥外流和網上處方藥銷售放寬的趨勢,線上醫藥電商平台將持續大幅增長,而阿里健康背靠母公司的龐大客户羣,長遠而言互聯網醫療服務可能與醫藥電商產生顯着協同效應,評級“增持”。

新特能源(01799.HK)續升超7%,4日累計漲幅達25%。近期硅料價格延續上漲走勢,主要源於硅料供應短缺的預期和下游硅片廠商的旺盛需求。本週多晶硅均價263元/kg,環比上週上漲15.4%,較2021年初大漲213%。 業內人士稱,在硅粉供應保障充足的前提下,10月份國內多晶硅產量預計將環比持平。華創證券指出,產業鏈價格博弈結果有望逐漸清晰,預計近期硅料價格漲幅收窄。

金斯瑞生物(1548.HK)連續2日反彈,傳奇生物展示研製劑臨牀資料。公司非全資附屬公司傳奇生物18日展示一系列在研製劑的初步臨牀前和臨牀資料。在臨牀前研究中,LB1908在細胞源性異種移植瘤(或CDX)胃腫瘤小鼠模型和CDX胰腺腫瘤小鼠模型中顯示出顯著的抗腫瘤效果。另外,公司在準備一項用於LB1908的美國臨牀試驗新藥(IND),計劃於2022年上半年提交。

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