港股收盘(05.07) | 恒指收涨0.13% 印巴冲突点燃军工股医药板块跌幅居前

智通财经2025-05-07

智通财经APP获悉，央行组合拳发力叠加中美经贸高层将会谈，港股今日集体高开，恒指曾突破两万三关口，但随即上行乏力，三大指数涨幅逐步收窄，国指及恒科指数午后则相继转跌。截止收盘，恒生指数涨0.13%或29.17点，报22691.88点，全日成交额2400.5亿港元；恒生国企指数跌0.23%，报8242.25点；恒生科技指数跌0.75%，报5200.04点。国元国际近日指出，考虑到二季度开始为应对关税...

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Bass为其私募业务LREP日本区投资主管，以推动在日本的业务拓展。据悉，领展于2月成立私募基金管理平台，标志其在“领展3.0”战略下多元化收入来源与扩大资产管理业务。其他蓝筹股方面，中升控股(00881)涨4.8%，报12.22港元，贡献恒指0.65点；友邦保险(01299)涨2.92%，报61.75港元，贡献恒指31.32点；蒙牛乳业(02319)跌3.6%，报19.26港元，拖累恒指3.76点；中国生物制药(01177)跌3.04%，报3.83港元，拖累恒指2.06点。热门板块方面盘面上，大型科技股涨跌不一，阿里跌超2%，腾讯跌超1%，美团涨0.36%。印巴冲突点燃军工股，中航科工涨超6%；澳门博彩业五一假期表现强势，博彩股延续涨势；央行一揽子金融政策发布，大金融股全天活跃，内房股高开低走；石油股、煤炭股、部分黄金股上扬。另一边，特朗普预告药品关税，医药股再度下挫，稀土概念、乳制品、半导体股等普遍飘绿。1. 军工股表现亮眼。截至收盘，中航科工(02357)涨6.35%，报3.85港元；中船防务(00317)涨5.97%，报10.3港元；大陆航空科技控股(00232)涨1.85%，报0.11港元。印巴局势骤然升级。当地时间5月7日凌晨，印度对巴基斯坦及巴控领土的多个地区发动了导弹袭击。巴基斯坦方面誓言强力报复，并宣称击落印度多架战机。开源证券认为，全球军事力量再平衡将给资本市场带来更多的不确定性，资产的“地缘风险溢价”或导致军工股避险属性的估值重估。方正证券表示，作为强内需行业，军工行业几乎不受对等关税影响，国际局势走势不确定情况下更应重视板块配置价值。2. 博彩股延续涨势。截至收盘，新濠国际发展(00200)涨4.73%，报3.54港元；金沙中国(01928)涨2.67%，报15.36港元；银河娱乐(00027)涨2.03%，报30.2港元；永利澳门(01128)涨2.01%，报5.59港元。根据澳门治安警察局数据显示，五一期间入境旅客超85万人次，日均达17万人次，同比增幅达40.8%。花旗发布研报称，今年内地“五一黄金周”假期(5月1日至5日)澳门博彩收入预料达到约51亿澳门元，日均博彩收入约为10.2亿澳门元，较去年同期增长12%，表现强于预期，相应地将5月博彩收入预测从200亿澳门元上调至210亿澳门元，同比增长4%，达到2019年5月约81%水平，即5月余下时间日均博彩收入预料达到6.12亿澳门元。3. 大金融股多数上扬。截至收盘，建设银行(00939)涨2.02%，报6.55港元；中金公司(03908)涨1.74%，报14港元；中国人寿(02628)涨1.51%，报14.8港元；中国银行(03988)涨1.37%，报4.45港元。5月7日，国新办举行新闻发布会，介绍“一揽子金融政策支持稳市场稳预期”有关情况。中国人民银行行长潘功胜在会上表示，人民银行将加大宏观调控强度，推出一揽子货币政策措施，主要有三大类共十项措施。包括降准0.5个百分点，向市场提供长期流动性约1万亿元，并降低政策利率0.1个百分点；优化两项支持资本市场货币政策工具，将5000亿元证券基金保险公司互换便利，和3000亿元股票增持回购再贷款两个工具的额度合并，总额度变为8000亿元。4. 内房股走势分化。截至收盘，金辉控股(09993)涨15.33%，报3.16港元；融信中国(03301)涨3.86%，报0.242港元；龙光集团(03380)涨3.61%，报0.86港元；美的置业(03990)跌1.23%，报4港元。中国人民银行行长潘功胜今日在参加国新办新闻发布会时表示，降低个人住房公积金贷款利率0.25个百分点，5年期以上首套房利率由2.85%降至2.6%，其他期限的利率同步调整。华泰证券指出，从前瞻指标来看，4月销售市场迎来季节性调整，整体带看量与二手中介门店成交量环比均有所回落。进入二季度，该行认为房地产行业增量政策窗口逐步打开，结合更加积极有为的宏观政策以及更加积极的财政政策定调，该行认为后续需关注实操政策落地节奏。5. 医药股跌幅居前。截至收盘，荣昌生物(09995)跌7.33%，报37.9港元；君实生物(01877)跌6.63%，报14.94港元；凯莱英(06821)跌5.13%，报54.55港元；药明康德(02359)跌2.81%，报60.6港元。据报道，特朗普在白宫对记者表示，下周将宣布有关药品成本的重大消息，“因为我们一直被占便宜”。他认为，与世界其他国家相比，美国的药品成本被高估。该命令要求美国食品药品监督管理局简化审查程序，并与美国国内制造商合作，在设施上线之前提供早期支持。特朗普当地时间周一还表示，他将在未来两周内宣布针对药品的关税。热门异动股1. 博雷顿(01333)首挂上市。截至收盘，涨38.33%，报24.9港元。博雷顿是一家总部位于中国的电动工程机械提供商。集团设计、开发具有自动作业能力的电动工程机械并使其商业化，以及提供智能运营服务。根据灼识咨询的资料，于2024年，集团于中国所有新能源宽体自卸车及装载机制造商中分别排名第三及第七，按出货量计算，市场份额分别为18.3%及3.8%，为该两类新能源工程机械头部制造商中唯一的纯新能源工程机械制造商。2. 远大医药(00512)全天强势。截至收盘，涨13.36%，报6.79港元。远大医药公布，该集团全资拥有附属公司Grand Medical Pty Ltd.(一间集团在澳洲设立的创新药研发中心)开发的全球创新药物STC3141，在中国开展的用于治疗脓毒症的II期临床研究成功达到临床终点，该临床研究进度处于全球脓毒症研究领域前列，这是集团在危重症领域的又一重大研发进展。3. 碧桂园服务(06098)股价下挫。截至收盘，跌5.55%，报6.64港元。碧桂园服务公布，将通过大股东抵押所持有全部股份的方式，一次性借出人民币10亿元，由大股东定向转借给碧桂园集团，专项支持其保交楼工作。接近碧桂园服务集团人士表示，本次借款决策过程合法合规，从长远利益出发，向大股东借款，有助于维护公司战略、治理、管理和文化的长期稳定，降低了公司不确定性风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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港股收盘(05.07) | 恒指收涨0.13% 印巴冲突点燃军工股 医药板块跌幅居前

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港股收盘(05.07) | 恒指收涨0.13% 印巴冲突点燃军工股医药板块跌幅居前