金吾财讯 | 受益于中央政治局会议消息提振,港股早盘跳空高开,恒指升3.21%,国企指数升3.46%,恒生科技指数高开4.24%。华润啤酒(00291)高开7.86%,安踏体育(02020)涨7.46%,申洲国际(02313)涨6.46%,龙湖集团(00960)涨6.03%。没有蓝筹低开。盘面上看,内需股、券商、医疗保健、内房股均强势高开。港湾家族办公室业务发展总监 郭家耀表示,美股周一表现向下,大市连升多日后由高位回落,三大指数均录得跌幅收市。美元反复靠稳,美国十年期债息回升至4.19厘水平,金价表现向好,油价走势亦受地缘政局消息支持。港股预托证券普遍上升,预料大市早段跟随大幅高开。内地股市昨日靠稳,沪综指高开低走,收市微跌1点,沪深两市成交额亦略为缩减。港股走势显着回升,大市低开后反复向上,中央政治局会议表示将积极实施财政政策及适度放宽货币政策,稳住楼市及股市表现,刺激大市掉头向上,重上20,000点水平,整体成交亦急增至2,000亿元以上。市场憧憬中央经济工作会议将有更多具体政策落实,指数有望进一步挑战21,500点阻力,下方支持在 20,500点水平。
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