港股午评|恒生指数早盘涨0.30% 铜业资源股走高

智通财经
May 12

智通财经APP获悉,港股恒生指数涨0.3%,涨79点,报26486点;恒生科技指数跌0.39%。港股早盘成交1404亿港元。

美伊谈判陷僵局油价高企。中石油(00857)涨4.6%,中海油(00883)涨1.95%。

铜业股早盘走强。国际铜价升至历史高位水平,地缘冲突背景下仍具结构韧性。江西铜业股份(00358)涨3%;五矿资源(01208)涨2%;中国有色矿业(01258)涨3.19%。

黄金股涨幅居前。中国黄金国际(02099)涨超2.3%;紫金矿业(02899)涨2.2%。

隔夜美股光通信概念股走高,长飞光纤光缆(06869)一度涨超4%创新高。

诺比侃(02635)反弹超26%,公司称对恒信东方有关事件并不知情。

高铁概念股早盘走高。京沪高铁部分线路涨价20%,高油价下高铁客运替代性显著。中国中车(01766)涨4.4%;广深铁路股份(00525)涨3.6%。

东方电气(01072)涨超3%,机构看好G50自主燃机出海贡献利润弹性。

京西国际(02339)再涨超9%,昨日复牌收涨超49%,控股股东潜在易手予立讯精密

思摩尔国际(06969)涨超3%,FDA首次过审果味电子烟,合规供应商有望显著受益。

猪肉概念跌幅居前.。牧原4月猪价跌破成本线,机构指产能去化预期增强。牧原股份(02714)跌2.86%;中粮家佳康(01610)跌2.88%。

潍柴动力(02338)跌2.79%,LNG重卡业务短期或承压,机构指市场目前正对公司进行重估。

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