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受消息面拉抬,恒生指数周一甩开前交易日2.0% 的跌势,大涨218点(+1.25%),收于17,636点。 中国缴出黯淡第二季度GDP报告后,三中全会甫落幕即祭出刺激。 中国人民银行出乎意料地一年来首次下调关键短期政策利率,还将贷款市场报价利率减至新低。
大盘自近3个月低谷反弹,科技板块收获2.1%,因投资人相信降息政策长期利好该行业。 金融和消费股同受激励。
然而,上档有压因经济基本面仍有巨大挑战。 大型市值股中,康龙化成扮领头羊,劲扬6.0%,其前瞻指引报上半年净利润年同比可增长34%至45%。 其他表现优异的股票包括携程网跳涨4.7%、小米集团升4.1% 和信达生物制药上涨3.8%。

(恒生指数半年线图)
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