港股午评|恒生指数早盘跌0.69% 石油板块逆市走高

智通财经
Oct 08

智通财经APP获悉,港股恒生指数跌0.69%,跌167点,报23963点;恒生科技指数跌1.93%。港股早盘成交1063亿港元。

石油股集体走高。EIA大幅上调今明两年油价预期,油企盈利有望同比提升。中海油田服务(02883)涨4.9%;中国石油化工股份(00386)涨2.8%;中国海洋石油(00883)涨2.7%。

内房股涨幅居前。国庆假期全国重点50城新房认购量同比涨超15%。中国海外发展(00688)涨4.2%;华润置地(01109)涨3.7%。

德适-B(02526)涨32%,国庆期间AI4S应用加速落地,公司为港股稀缺的AI4S纯正标的。

先导智能(00470)涨超8%,电池产业十五五规划推动发展,公司持续迭代固态电池核心生产工艺。

中烟香港(06055)涨超4%,新任董事会主席李斌到任,烟草行业履历深厚。

莎莎国际(00178)升8%,第二财季营业额同比上升37.2%。

中远海能(01138)涨超5%,中东原油出口规模恢复,效率损失或不可逆。

希音-W(00625)涨超5%,Q4销售旺季预计带动订单量大幅提升,高盛给予目标价62港元。

全球债市遭遇抛售,香港银行股下跌。渣打集团(02888)跌4.4%;汇丰控股(00005)跌4%。

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