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熱點掃描 | 科技股領漲大市,美團大漲超7%

uSMART盈立智投8月10日消息,截止發稿,恆指實現“V型”反彈,現已翻紅,漲0.45%,報26405.11點,成交額超658億,國企指數漲0.93%,恆生科技指數漲1.52%,港股通淨流入9.12億。

餐飲股普遍走強,截止10:52,奈雪的茶漲超5%,小摩首予奈雪“增持”評級,目標價15港元;海底撈漲超5%,九毛九漲超2%,呷哺呷哺漲幅不足1%。

生物技術板塊表現強勢,截止10:52,榮昌生物大漲超24%,公司與Seagen訂立許可協議以開發及商業化維迪西妥單抗;康寧傑瑞漲超11%,金斯瑞生物漲超7%,雲頂新耀漲超6%,消息面上,藥監局批準依拉環素用於治療社區獲得性細菌性肺炎的3期臨牀試驗申請;科濟藥業漲超5%,亞盛醫藥漲超4%,康諾亞、藥明巨諾漲超3%。

教育股走高,截止10:52,新東方、思考樂、新東方在線均漲超4%。據市場消息稱,新東方管理層對於公司轉型方向還沒有達成共識,但涉及監管的所有業務肯定都會進行徹底整改。

恆生科技指數成分股方面,截止10:52,美團漲幅擴大超7%,快手、微盟漲超5%,騰訊、b站漲超4%,京東健康、明源雲、網易均漲超3%,京東漲超2%,百度漲超1%,小米、阿裏漲幅不足1%;舜宇大跌近7%,拖累恆科超40點,公司7月份手機鏡頭出貨量同比下降22.9%。

新能源股走弱,截止10:52,協鑫新能源跌超5%,新特能源、協和新能源跌超4%,首創環境跌超3%,龍源電力跌超2%,中廣核新能源跌幅不足1%。

芯片股繼續回調,截止10:52,華虹半導體跌超3%,晶門半導體跌超2%,中芯國際、中電華大科技均跌超1%,摩根士丹利將中芯國際H股評級下調至平配,目標價28港元;上海復旦、ASM太平洋則漲幅不足1%。

個股方面,截止10:52,力勁科技漲超10%再破頂,文燦股份對已完成總裝的兩臺大型壓鑄機進行了預驗收;騰盛博藥-B,盤初再漲超10%破頂,現漲幅縮窄至2%,報40.8港元;兌吧漲超7% 發佈盈喜預告,2021年中期經調整利潤增長350%以上。

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