熱點掃描 | 科技股大爆發,光伏、芯片等板塊走強
uSMART盈立智投4月1日消息,截至發稿,恆生指數震盪上行,漲28658.27,漲0.99%,成交額559.22億。國企指數漲1.37%。恆生科技指數大爆發,漲3.32%,成交額148.01億。港股通淨流入3.7億。
恆生科技指數成分股方面,明源雲漲超9%,公司業績顯示SAAS收入增速超預期,ERP業務穩定增長。比亞迪電子漲超7%,金山軟件漲超6%,微盟集團漲超5%,海爾智家漲超4%,舜宇漲超4%,騰訊漲超3%,京東漲超3%,公司簽訂最終協議將京東雲和人工智能業務轉讓給京東數科,資產總價值約爲157億元人民幣。小米、快手均漲超2%,阿裏巴巴漲超1%。
光伏板塊漲幅居前,截至10:29,新特能源漲超10%,信義光能漲超8%,福萊特玻璃漲超6%,信義能源漲超3%,保利協鑫能源今日停牌,尚未公佈2020年年度業績。國家能源局局長表示,全產業鏈集成製造有力推動風電、光伏發電成本持續下降,產業競爭力持續提升,爲可再生能源新模式、新業態蓬勃發展注入強大動力。
汽車板塊走強,截至10:29,長城汽車漲超7%,比亞迪股份漲超5%,吉利汽車漲超3%,雅迪張擦後2%,廣汽集團和北京汽車均漲超1%。消息面上,工業和信息化部、農業農村部、商務部、國家能源局決定聯合組織開展新一輪新能源汽車下鄉活動。
芯片半導體板塊走強,截至10:29,華虹半導體漲近7%,晶門半導體漲超5%。中芯國際漲超4%,業績顯示2020年歸屬股東淨利潤43.32億元,同比增長141.5%,超預期。上海復旦漲超3%,ASM太平洋漲超2%。臺積電董事長近日表示芯片產能短缺是“假象”。
軟件開發板塊延續昨日漲勢,截至10:29,心動公司漲超8%,公司公告稱,將發行總額2.8億美元5年期可轉債,同時進行約9.6億港元(約合1.4億美元)的新股配售,B站,阿裏集團參與配售。飛魚科技漲超6%,暢捷通漲超5%,阜博集團漲超3%,魯大師漲超3%。
生物醫藥同樣保持昨日強勢,截至10:29,微創醫療漲近10%,公告稱授出144.9萬份購股權。康方生物-B漲超7%,年度研發開支同比增加149.23%至7.69億元。藥明康德漲超5%,康希諾生物-B漲超5%,百濟神州漲超5%,愛康醫療漲超3%,再鼎醫藥-SB漲超2%。
航運港口板塊表現亮眼,截至10:29,中遠海運港口漲超8%,東方海外國際漲超5%,榮豐聯合控股漲超5%,中國外運漲超3%,太平洋航運漲超2%,太平洋航運和中遠海控均漲超2%。蘇伊士運河恢復了航行,但此前運河阻塞會導致運價繼續大漲的消息此起彼伏,讓不少企業顧慮重重。
個股方面,中國恆大跌近6%,瑞信、花旗微削其目標價。嗶哩嗶哩漲超4%,高盛給予公司H股買進的初始評級,目標價1219港元。
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