熱點掃描 | 鋼鐵板塊強勢領漲,物管、生物醫藥板塊走弱
uSMART盈立智投4月9日消息,截至發稿,三大指數今日高開低走,恆指轉跌0.65%,報28820.63,成交額468.49億。國企指數跌0.8%。恆生科技指數跌0.72%。港股通淨流入10.32億。
恆生科技指數成分股方面,截至10:29,快手漲超1%,昨日創日成交額記錄的騰訊現小幅上漲0.24%;京東、美團、華虹半導體、阿里巴巴均跌超1%,小米集團下跌不足1%。
鋼鐵板塊表現強勢,截至10:29,重慶鋼鐵股份領漲,漲超26%,公司預計首季歸母淨利同比增加約258.81倍。西王特鋼漲超12%,鞍鋼股份漲超6%,中國罕王、鐵貨漲超6%,馬鞍山鋼鐵股份漲超4%。中金髮布研報稱,碳中和背景下,鋼鐵行業優勝劣汰,行業“馬太效應”會逐漸凸顯,具備競爭優勢的龍頭鋼企有望逐漸顯現出行業稀缺的成長性,認爲有望迎“戴維斯雙擊”。
光伏板塊走高,截至10:29,福萊特玻璃漲超6%,新特能源、信義能源漲超2%,信義光能漲超1%。保利協鑫能源進一步延期刊發2020年度業績,繼續暫停買賣。
港口航運股普遍走高,截至10:29,中遠海控拉昇,漲超5%,昨日該股回調超9%。中遠海發漲超4%,太平洋航運漲超2%,海豐國際漲超2%,中遠海能、中國外運均漲超1%。消息面上,蘇伊士運河再次出現堵塞事件,歐洲航線持續受到影響,若頻繁出現此類情況,部分船舶可能選擇繞行好望角,或將帶來運力緊張局面,推動集運價格上行。
港股軍工板塊漲幅居前,截至10:29,中航科工漲3%,公司公告稱一季度淨利預增270%至300%。航天控股漲超3%,中船防務漲超1%。
物管板塊大幅回調,截至10:29,中海物業跌超4%,摩根大通降其評級至“減持”。綠城服務、寶龍商業均跌超4%,雅生活服務、碧桂園服務均跌超3%,世茂服務、新城悅服務均跌超2%,華潤萬象生活、融創服務、保利物業均跌超1%。此前萬潤萬象生活被摩根大通減持4159.025萬股。
生物醫藥走弱,截至10:29,再鼎醫藥-SB、愛康醫療均跌超4%,百濟神州、藥明生物均跌超3%,康方生物-B、藥明康德、康龍化成均跌超1%。
個股方面,截至10:29,聯易融科技首日上市現漲7.85%,報18.96港元,發行價爲17.58港元/股。心動公司大漲超8%,近日獲公司主席增持210萬股。中國鋁業漲超5%,公司預計第一季度淨利潤約爲9.67億元,同比增長約30倍。長城汽車轉跌超1%,3月汽車銷量同比增長84.41%。嗶哩嗶哩小幅下跌不足1%,瑞信首予該公司跑贏大市評級,目標價1,088港元。
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.