机会速递丨恒指V型反弹半导体转涨,钴矿供应紧缩与自主可控主线凸显

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港股早盘低开,临近午盘跌幅加大,恒生科技指数一度跌至4.8%,恒生指数、国企指数分别下跌3.49%及3.48%,恒指下挫超900点险守25000点关口,三大指数均创下近一个月新低,且录得连续下跌行情。午后三大指数均震荡回升,半导体震荡拉升转涨。板块聚焦刚果向矿商发放钴出口配额,现货原材料会极度紧张(附概念股)在为期八个月的钴出口禁令将于下周到期之际,刚果民主共和国政府公布了今年剩余时间的钴出口配额...

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