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港股午評:恆生科技指數漲超1%,基建股大漲,科技股多數上漲

港股低開高走,恆指午間微漲0.09%報19952點,國指漲0.5%,恆生科技指數漲1.23%,南下資金淨買入12.7億港元。科技股多數上漲,美團漲4.9%、京東漲3.8%,京東健康、快手、小米、商湯漲2%,山東新華製藥暴漲50%。

行業板塊多數上漲,中央財經委會議定調加強基建,建築、水泥、鋼鐵、機械等板塊大漲,海螺水泥漲6%、鞍鋼股份漲4%;餐飲板塊繼續回升,海底撈漲6%;體育用品概念強勁,李寧漲4%;電力、有色金屬、化肥等板塊漲幅靠前;醫藥股領跌,復星醫藥跌8%。

建築、水泥等基建類板塊大漲,海螺水泥漲6%、鞍鋼股份漲4%。中央財經委員會第十一次會議強調,全面加強基礎設施建設構建現代化基礎設施體系,為全面建設社會主義現代化國家打下堅實基礎。

體育用品概念強勁,李寧漲4%。消息面上,李寧昨日獲南下資金淨買入1.1389億,連續六個交易日累計淨買入7.8億港元。

山東新華製藥盤中一度暴漲106%,午間收漲50%,報6.55港元。新華製藥公吿,與河南真實生物科技有限公司簽署《戰略合作協議》,真實生物同意新華製藥為其擁有的阿茲夫定等產品在中國及經雙方同意的其他國家的產品生產商和經銷商。

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