金吾财讯 | 港股大盘午后拉升,恒指升414点或2%,报21093点。至于国企指数升2.62%,恒科指数升3.1%。蓝筹中,中芯国际(00981)涨7.37%,吉利汽车(00175)涨7.1%,比亚迪股份(01211)涨7.03%。ATMX中,小米集团(01810)涨4.53%,腾讯(00700)涨1.44%,阿里巴巴(09988)涨0.57%,美团(03690)涨0.21%。信达国际表示,市场预期中央将加大力度稳经济,第三季将额外发债,以刺激国内需求并减轻关税打击,同时憧憬在人民银行的支持下,“国家队”将加大力度入市,并要求国企加大回购规模,以稳定市场。不过,中美贸易紧张料续困扰投资情绪及打击企业盈利,除非中美最终就贸易冲突重启谈判,否则恒指反弹料受制22,000点。
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