You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股收評:恆指收漲0.36%,汽車板塊走強,大型科技股齊漲
格隆匯 11-20 16:34

11月20日,港股恆指全天震盪,收漲0.36%,報26451點;國指跌0.02%,報10553點;恆生科技指數漲1.19%。本週內,恆指累漲1.13%,國指累漲0.08%。 

盤面上,汽車股、港口航運股依舊是市場焦點,表現極其活躍,長城汽車、廣汽集團、吉利汽車均刷新近期階段新高價,中遠海控漲超7%,月內已飆漲50%;啤酒股亦持續走強,華潤啤酒再創新高;燃氣股板塊領跌,餐飲股、豬肉概念股、收租股、航空股均下跌。 

行業板塊方面,汽車板塊今日持續強勢。長城汽車漲超9.5%,雅迪控股、華晨中國、廣汽集團、比亞迪股份等跟漲。 

 

全國乘用車市場信息聯席會祕書長崔東樹分析稱:“宏觀經濟和出口市場超預期回暖,尤其是歐美疫情背景下的中國出口表現較強,穩住了消費信心。其次是去年部分地區7月國六實施後導致的車市低基數的特殊因素促進。第三是新能源車零售的翻倍回暖態勢明顯,推動着車市走強。”

 

紙及紙製品板塊今日漲幅靠前。理文造紙收漲近5%,晨鳴紙業、玖龍紙業等跟漲。

消息面上,國內各大紙企近期再次密集調價。目前紙廠庫存較低,業內均看好紙價接下來的走勢,表示在2021年三季度前業內新增產能無法就位,依然呈現供應較緊張的狀況,紙價大概率會維持上漲態勢。另據大和研報,中國宣佈逐步減少進口外國廢料,將推動瓦楞紙箱(OCC)價格上升。

 

非酒精飲料板塊由維他奶國際領漲。農夫山泉收漲2.73%,報45.2港元。

 

燃氣股繼續走低,新奧能源跌逾3%。崑崙能源、新海能源等跌幅均超過2%。

恆生科技指數成分股漲跌各半,大型科技股較強,網易收漲近6%,美團、阿里、騰訊均上揚。

 

平安好醫生收跌2.6%,華虹半導體、鴻騰精密跌超1%。

 

其他個股方面,先健科技收漲,報13.04港元,創下近兩年來新高。本月內先健科技億累漲超過52%。公司在國內主動脈覆膜支架市場具有領先優勢,近幾年市佔率不斷提升,目前位居國產第一位。2020年上半年公司營收增速為48%,歸母淨利潤同比大漲122%。

 

港股通方面,今日南向資金合計淨流入50.33億元,其中港股通(滬)淨流入20.1億元,港股通(深)淨流入30.23億元。

 

在2020年港股市場因疫情而遭遇歷史性擾動、仍然明顯跑輸全球其它市場後,中金表示持續看港股後市,並預計明年市場收益率有望達到兩位數。

在更為強勁的盈利表現、較低的估值水平和有利的流動性三大因素共同支撐下,中金預計到2021年底恆生國企指數和MSCI中國指數分別攀升至11800點和120點,與目前相比分別存在約12.4%和10%的上漲空間。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account