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港股午評:恒指大升2.32%上揚超400點 科技股強勢 汽車等熱門板塊齊升

格隆匯6月3日丨亞太股市上午盤多數迎來大幅上升行情,印度股市再創新高。港股主要指數集體強勢,恒指升2.32%上揚超400點,國指升2.69%,恒生科技指數升2.72%,盤中重回3800點關口。

盤面上,大型科技股、大金融股、中字頭股等權重齊升,騰訊、美團一度升超5%,建設銀行、中國平安等多股升超2%;多家車企5月交付量大幅增長,汽車板塊升幅居前,造車新勢力放量領升,鋰電池股、特斯拉概念股跟升;蘋果WWDC大會召開在即,蘋果概念股繼續活躍,餐飲股、手遊股、港口及航運股、石油股、內房股、濠賭股等熱門板塊紛紛上升。 另一方面,生物科技股普遍下跌,金斯瑞生物科技跌幅靠前,康龍化成、泰格醫藥跟跌,教育股走低,銅業股延續回調,直播概念股東方甄選跌超6%。

板塊方面

汽車股集體走強,理想汽車和比亞迪股份升超6%。中國財政部公佈,2024年汽車以舊換新補貼預撥資金總計111.98億元,以支持符合補貼政策要求的老舊汽車報廢更新,進一步擴大汽車消費。在補貼資金中,中央資金佔64.4億元,地方資金47.6億元。

蘋果概念股繼續活躍。消息面上,5月31日,京東再次宣佈加大蘋果降價幅度,iPhone15 Pro Max最高優惠2350元,iPhone15 Pro直降2100元。今年以來,蘋果持續在中國市場開啟降價,5月20日晚,蘋果還啟動了“史上最大規模降價”,對iPhone 15系列進行降價銷售,iPhone 15 Pro機型最高優惠幅度達2300元。以價換量見效,據瞭解,今年天貓618消費節於5月20日晚8點開售,開售1小時內,在手機數碼市場中,蘋果成交額超過15億元。

個股方面

微信官方闢謠,騰訊盤中大升超5%上週五因傳聞下跌的騰訊(0700.HK)今日盤初拉昇大升5.34%報379港元。針對上週五有外媒稱,微信支付被要求降低市場份額的傳聞,微信官方闢謠平台當晚發文稱:經確認,相關傳聞不實,純屬謠言。

陽光油砂暴升價格一度翻倍,擬發股支付收購淺層地熱高温熱泵技術公司。陽光油砂訂立非約束的諒解備忘錄,擬向挪寶能源控股收購其全資子公司(主要為從事淺層地熱高温熱泵公司),預期發行普通股支付對價,但目前對價數額尚未確定。陽光油砂表示,標的公司掌握技術,對目前北美市場傳統油砂開採方式,將產生革命性影響,有助公司提升未來在北美市場的競爭力。

香港寬頻逆市跌3%,IDG資本否認考慮收購。該股上週五逆市升近10%,因彭博引述知情人士指,IDG資本正考慮收購香港寬頻,已就潛在要約敲定好融資計劃。彭博還指,香港寬頻亦初步引起包括中移動在內等中國公司的興趣。不過,IDG發言人週一表示,公司沒有參與且不瞭解相關情況。 3月時有媒體稱,香港寬頻大股東據報正重新考慮對公司進行潛在交易,包括進行私有化或引入新投資者。包括私募股權公司MBK Partners和 TPG Inc在內的大股東重新啟動戰略評估,目標是減少對香港寬頻的持股。

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