熱點掃描 | 航運股大爆發,中遠海控大漲超12%
uSMART盈立智投6月10日消息,恆指漲0.68%,報28937.68,成交額439.33億,國企指數漲0.83%,恆生科技指數漲0.81%,港股通淨流入3億。
港口航運板塊大爆發,截至10:31,中遠海控大漲超12%,股價創近期新高,多家大行上調其目標價;太平洋航運漲超10%,中遠海發漲超6%,東方海外國際漲近5%,中遠海能、中遠海運港口漲超4%。消息面上,波羅的海乾散貨運價指數週三上漲,止住10個交易日跌勢,受海岬型運費跳升激勵。BDI指數上漲61點或2.5%,至2481點。巴拿馬型船運價指數上升72點或2.4%,至3065點,爲5月12日以來最高。
汽車股拉昇,截至10:31,比亞迪股份漲超6%,有消息人士稱,蘋果與比亞迪此前有就電動汽車電池供應進行接觸;五菱汽車漲超3%,長城汽車、吉利汽車、雅迪控股、北京汽車均漲超1%。
醫療保健設備走強,截至10:31,現代牙科漲近4%,微創醫療、愛康醫療、諾輝健康均漲超3%,威高股份、春立醫療均漲超2%。
在線教育股大漲,截至10:31,新東方大漲超14%,天立教育漲超4%,新東方在線漲超3%,思考樂漲超2%,隔夜美股教育股集體大反彈。
光伏板塊走高,截至10:31,福萊特玻璃漲超7%,北控清潔能源漲超3%,彩虹新能源漲近3%,信義光能漲超1%,新特漲幅不足1%。小摩預計現時多晶硅短缺是暫時的,2022財年產能預增30%。該行建議,投資者放眼今年下半年之後,收集相關優質股,迎接短缺紓緩後潛在市佔增加及強勁增長。
恆生科技指數成分股方面,截至10:31,美團、微盟均漲近4%,京東健康漲超3%,金山軟件、聯想集團漲超2%,小米、京東、快手、中芯漲超1%,騰訊漲近0.5%,外媒報道稱拜登簽署行政令撤銷對TikTok及微信禁令,阿裏漲近0.3%;舜宇跌超2%,5月手機攝像模組出5540萬,環比下降12.7%;金蝶、阿裏健康、比亞迪電子、嗶哩嗶哩跌超1%。
餐飲股走弱,截至10:31,呷哺呷哺、海底撈均跌超2%,九毛九跌超1%。消息面上,華創證券曾發報告指,近期餐飲板塊表現不盡如人意,消費從產品轉向服務報復性反彈並未到來。後疫情時代,小微企業運行指數當中,餐飲住宿業的市場、績效、擴張、信心指數均未能回到疫情前水平,成本指數高企。行業供給仍未能恢復,趨勢性好轉可能需要等待疫苗注射進一步推進。
個股方面,截至10:31,鐵貨漲近9%,此前發佈盈利預告,預測上半年公司溢利約爲590萬美元;中國中車漲近4%,獲重新納入富時羅素指數;中煙香港漲超2%,此前發佈盈利預告,預期上半年將錄得收入同比增幅不低於85%,淨利潤增幅不低於115%。
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