港股午評：恒指低開高走升1.16% 內房股再度活躍 大消費股強勢拉昇
格隆匯11月7日丨港股上午盤三大指數低開高走盤中曾直線拉昇，恒指、國指分別上升1.16%及1.5%，恒生科技指數升0.99%。
盤面上，大型科技股集體由跌轉升，美團升3.43%盤初曾跌1.5%，快手、小米、網易升超1%，百度、騰訊、阿里巴巴皆飄紅；機構指市場有望從一線城市開始分批分區域實現止跌回穩，內房股大幅上升，世茂集團升超34%，遠洋集團、旭輝控股、融創中國等多股升超13%以上；市場憧憬政策利好，大消費股集體拉昇大升，九毛九、海倫司、華潤啤酒、蒙牛乳業、李寧等全線走強；濠賭股、紙業股、內險股、重型機械股、航空股、煤炭股、半導體芯片股等紛紛上升。另一方面，特朗普宣佈贏得美國大選後，現貨黃金跌穿2710美元關口，黃金股普遍走弱，稀土概念股、軍工股、鋰電池股、蘋果概念股、光伏股多數下跌，協鑫科技跌近8%。
板塊方面
內房股集體上升，世茂集團大升超34%。十四屆全國人大常委會第三十三次委員長會議6日下午在北京人民大會堂舉行。會議聽取了全國人大財政經濟委員會副主任委員、全國人大常委會預算工作委員會主任許宏才作的關於《國務院關於提請審議增加地方政府債務限額置換存量隱性債務的議案》審議情況的彙報，審議了關於批准該議案的決議草案代擬稿。
餐飲股集體上升，海倫司、九毛九升超1.5%。特朗普當選美國總統已落地，目前最受關注的事情是正在召開的全國人大常委會會議，市場普遍預期將在8日能有相關“刺激政策”方面的官方信息。分析人士指出，若國家政策應對積極且落地超預期，國內市場有望延續增長趨勢，地產和消費有望成最為受益的兩大方向。
金價下跌拖累黃金股下挫，紫金礦業跌近3%。特朗普勝選，美元走強，金價下跌。倫敦金現昨日收跌3%後，今日盤中繼續走低，一度跌至2643.13美元/盎司，創10月15日以來新低。 SP Angel分析師稱，美元和美債因大選結果大升，削弱了黃金的吸引力，這反映了市場對特朗普政府可能出台的通脹政策的擔憂。特朗普此前曾談到減少移民、廣泛徵收關税和減税的計劃，這些計劃都可能推高通脹。
光伏股集體下挫，市場認為特朗普上台不利太陽能行業。特朗普當選美國總統，市場認為將不利太陽能行業，隔晚美國多隻太陽能大跌，拖累今日港股市場光伏股集體下跌。
個股方面
應星控股大升近17%創新高 年內累計飆升600%。消息上，日前公司擬成立合營企業，籌辦及發展CR7 Museum HK。此外，作為CR7Museum HK的主辦方，該項目將增加集團的收入來源，並於全球市場推廣集團的企業形象及聲譽。
持續回購股份，蒙牛乳業盤中升超4%。消息上，公司昨日耗資991.45萬港元回購55萬股，回購價格每股17.76-18.32港元。自購回授權決議案通過至今，公司累計購回1,332.8萬股，佔股本約0.339%。此外據悉，作為全球乳業領軍企業，蒙牛集團第七次奔赴進博之約，攜“寶酪斯”等品牌全面展示乳業創新成果。
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