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熱點掃描 | 重機械板塊走強,中聯重科漲超7%

uSMART盈立智投5月26日消息,截至發稿,恆指漲0.68%,報29108.54,成交額532.40億,國企指數漲0.45%,恆生科技指數漲0.33%,港股通淨流入5.53億。

重型機械板塊直線拉昇,截至10:28,中聯重科漲超7%,第一拖拉機股份、三一國際漲超5%,中國重汽漲超2%。消息面上,中信建投近日發表研究報告,指出國內工程機械龍頭轉型升級,競爭力顯著增強。

中醫藥板塊迅速走高,截至10:28,同仁堂國藥漲超11%,同仁堂科技漲超8%,白雲山漲超3%,現代中藥集團漲超2%。消息面上,近日商務部、國家中醫藥管理局等7部門聯合印發了《關於支持國家中醫藥服務出口基地高質量發展若幹措施的通知》。此外,國家主席提出進一步發展中醫藥,注重用現代科學解讀中醫藥學原理,走中西醫結合的道路。

教育板塊延續昨日午後強勢,截至10:28,新東方在線、思考樂均漲超5%,嘉宏教育、睿見教育均漲超4%,天立教育漲超3%,希望教育漲超2%;新東方-S跌超1%。消息面上,昨日午後,海澱教委澄清“教育機構暑期不許開課”爲假消息,昨夜美股教育板塊集體高收。

濠賭股表現亮眼,截至10:28,延續昨日漲勢,美高梅中國漲超3%,金沙中國、銀河娛樂漲超2%,澳博控股、永利澳門漲超1%,新濠國際漲幅不足1%。消息面上,花旗維持澳門5月賭收100億預測,相信收益可正常化。

汽車股走強,截至10:28,長城汽車漲超6%,擬推2021年股票期權激勵計劃,行權價爲每股A股33.56元;雅迪漲超3%,吉利汽車漲近3%,五菱汽車漲超2%,比亞迪股份漲超1%。此前中信證券稱,汽車行業智能化浪潮來臨,關注比亞迪、長城汽車等格局重塑者。

恆生科技指數方面,截至10:28,閱文集團漲超5%,海爾智家漲超3%,同程藝龍、美團均漲超2%,百度、京東均漲超1%,騰訊、阿裏漲幅不足1%;小米股價幾乎持平,美國法院正式撤銷了美國投資者購買或持有本公司證券的全部限制;阿裏健康跌超7%,第一季度營收不及市場預期;快手續跌近3%,股價跌破200港元關口,創上市以來新低,目前股價已距2月18日的最高價腰斬。

航運板塊走弱,截至10:28,中遠海控跌超2%,東方海外國際、太平洋航運、中國外運、廈門港務均跌超1%。

個股方面,截至10:28,歡喜傳媒漲超1%,集團旗下在線視頻平臺“歡喜首映”的小程式已成功上線,並接入四大流量入口:快手、抖音、微信及百度。黃河實業漲超63%,公司昨日發佈盈喜,預計全年稅後利潤大幅增長。歐康維視生物漲超11%,近日公司研發的低濃度阿託品0.01%滴眼液OT-101獲準在英國進行三期臨牀試驗。

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