港股三大指數均漲超2% 恆指大漲650點 科技、汽車股齊舞 大金融板塊走強
格隆匯2月4日丨港股虎年首個交易日迎來開門紅,三大指數集體大漲,恆指漲2.71%,報24447點;國指漲2.22%,報8535點;恆生科技指數漲2.29%,報5540點。大市半日成交額642億港元。大型科技股集體大漲,阿里巴巴、百度漲近5%、嗶哩嗶哩漲超3.5%,美團漲超2.5%,快手、網易漲1%,騰訊漲0.92%。汽車股領銜大漲,造車新勢力“理小蔚”1月交付數據亮眼,理想汽車漲12%,小鵬汽車漲9%,比亞迪漲6%。 大金融板塊攜手大漲, 高盛預計美聯儲將在2024年底前加息10次,其中本地銀行股集體上漲,渣打銀行漲近5%,匯豐控股漲超4.5%;參與方正重整投資獲批、中國平安均漲超4.5%。冬奧有望帶動高端運動鞋服企業受益,體育用品股集體上漲,其中李寧漲近6%,由其參與發起的SPAC提交港股上市申請。航空股、煤炭股、餐飲股、濠賭股等板塊集體大漲。 另一方面,部分生物技術股走弱,榮昌生物跌超3%,康希諾生物跌超2.5%。影視股悉數下跌,阿里影業、數字王國跌7%,貓眼娛樂跌逾3%。醫美概念板塊走低,康寧醫院跌27%,普華永道半途辭任核數師。

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