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熱點掃描 | 啤酒股延續強勢,青島啤酒漲超5%

uSMART盈立智投6月7日消息,恆指跌0.73%,報28707.32,成交額高達721.92億,國企指數跌0.62%,恆生科技指數跌0.77%,港股通淨流出7.57億。

啤酒股延續上週五漲勢,截至10:56,青島啤酒漲超5%,華潤啤酒漲超4%,百威亞太漲近1%。消息面上,夏季是啤酒消費的旺季,加上歐洲盃、奧運會等大型體育賽事,市場預計啤酒銷量將迎來一波機會。

商用車及貨車板塊走高,截至10:56,中集集團漲超5%,中集集團董事長近日估計今年內緊缺狀態很難終結,集裝箱業務大概率還會維持量價齊升;中國中車漲超5%,濰柴動力漲超1%,中國重汽、中船防務漲幅不足1%。

航運板塊走強,截至10:56,東方海外國際漲超6%,中遠海控漲超4%,中遠海發、太平洋航運漲超2%。據《央視財經》報道,如今全球海運業可謂“冰火兩重天”,海外多國疫情嚴峻,人工不足,港口集裝箱堆積如山;亞洲各大港口運輸繁忙,卻時常受“缺箱”“少櫃”困擾,集裝箱價格飛漲,一些海運航線上漲近10倍,仍然是“一箱難求”。

恆生科技指數方面,截至10:56,明源雲、ASM太平洋漲超4%,閱文集團漲超3%,萬國數據、中芯國際、快手、華虹半導體均漲超2%,b站、百度漲超1%,阿裏、美團、網易股價幾乎持平;騰訊跌近1%,京東集團、京東健康跌超2%,小米、阿裏健康跌超3%,其中消息指小米通過大宗交易以每股29.55港元總計成交1960萬股。

博彩板塊下挫,截至10:56,美高梅中國跌超4%,金沙中國、澳博控股跌超3%,永利澳門、銀河娛樂、新濠國際跌超2%。消息面上,廣東疫情嚴重,澳門政府宣佈,自2021年6月8日上午10時起,所有往返廣東與澳門的人士,須持有48小時內作出的核酸檢測陰性報告;瑞信估計澳門6月博彩收入表現會較低,因缺乏長假期因素,估計市場有下調行業預測的風險。

汽車股走弱,截至10:56,恆大汽車跌超5%,吉利汽車、雅迪控股跌超3%,廣汽集團跌超1%,北汽逆市上漲1%。

醫美概念股普遍走低,截至10:56,復銳醫療科技跌超6%,四環醫藥跌超5%,瑞麗醫美跌超3%,醫思健康漲超1%,必瘦站漲幅不足1%。消息面上,多地開始收緊醫美藥品管理,並且有多位市場分析人士認爲,醫美板塊的估值並不低。

個股方面,截至10:56,萬洲國際漲超7%,擬斥近150億溢價回購13%股份,今日復牌;寰亞傳媒漲超27%,向騰訊全資附屬折讓配股;九毛九跌超5%,廣東省疫情升溫,多區社會餐飲服務單位暫停堂食。

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