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熱點掃描 | 電力股走強,中國電力漲超4%

uSMART盈立智投8月16日消息,港股三大指數低開低走,截止發稿,恆指跌0.75%,報26191.47點,成交額超517億,國企指數跌0.89%,恆生科技指數跌2.28%,港股通淨流出15.58億。

水泥股走強,截止10:38,中國建材、華潤水泥、亞洲水泥、海螺水泥均漲超2%,山水水泥漲超1%。據悉,受錯峯、限電、原燃材料價格上漲、需求向好等因素帶動,水泥再次迎來一大波漲價,主要以華東、西南市場爲主。有分析人士預計8月上旬企穩後會逐步展開反彈,行情在10月、11月進入需求旺季後會出現一波反彈上漲行情。

電力股繼續強勢,截止10:38,中國電力漲超4%,華潤電力漲超3%,小摩昇華潤電力目標價53%,表示近期內地的電價政策容許更好的成本轉移,令毛利率有上升空間;大唐發電漲超2%,長江基建、中電控股、電能實業漲幅均不足1%。此前國家能源局稱,7月全社會用電量按年增12.8%。

物管股表現亮眼,截止10:38,保利物業漲超3%,綠城服務漲超2%,華潤萬象生活、佳兆業美好均漲超1%,碧桂園服務漲近1%。

手遊股受重挫,截止10:38,中手遊跌超4%,火巖控股、心動公司、網易、騰訊、飛魚科技均跌超3%。消息面上,央廣網週六發表評論文章稱,網絡遊戲行業必須加強自律,肆意篡改歷史的網絡遊戲當治理。

大型科技股跌幅擴大,截止10:38,嗶哩嗶哩跌超8%,創上市以來新低,金蝶國際跌超7%,百度跌超6%,大和下調其目標價至280元;明源雲、美團均跌超5%,微盟、快手、ASM太平洋均跌超3%,舜宇、中芯、阿裏均跌超2%,小米跌超1%,據小米手機微博:小米MIX 4首戰告捷,1分鐘銷售額突破3億元;聯想、海爾智家逆勢上漲超2%。

汽車股下挫,截止10:38,長城汽車跌超5%,比亞迪、理想均跌近5%,中信證券上調比亞迪盈測,稱2022年比亞迪港股目標價爲447港元;小鵬、吉利跌超3%,恆大汽車跌超2%。工信部稱不得擅自升級新增汽車自動駕駛功能。

光伏股承壓,截止10:38,福萊特玻璃大跌超7%,洛陽玻璃、信義光能跌超4%,彩虹新能源、信義玻璃跌超2%。

個股方面,截止10:38,阜博集團漲超10%,上半年收入同比增長91%至3.19億元;中國中冶漲超5%,首七月新籤合同額同比增長37%。

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