熱點掃描 | 光伏股領漲大市,福萊特玻璃漲超9%
uSMART盈立智投8月18日消息,港股市場今日普遍反彈,截止發稿,恆指漲0.56%,報25889.22點,成交額超518億,國企指數漲0.99%,恆生科技指數漲0.88%,港股通淨流出0.63億。
光伏股走強,截止10:46,福萊特漲超9%,彩虹新能源漲超7%,信義光能漲超6%,新特能源、金風科技均漲超2%。消息面上,分析人士表示,進入2021年3月份以來,光伏玻璃價格已回落到歷史低點徘徊,但根據CPIA測算,今年新增裝機55GW左右的情況下,上半年僅完成了不到10GW,下半年供需格局向好,光伏玻璃價格有望小幅反彈。
券商股拉昇,截止10:46,招商證券漲超3%,廣發證券、東方證券漲超2%,中信建投、華泰證券、國泰君安、光大證券均漲超1%。國泰君安指出,從估值角度來看,券商板塊目前處於估值的底部區域,下行風險極低,上漲空間充裕。從板塊輪動角度來看,自2020年7月以來,券商板塊持續震盪下跌,調整時間長達1年,機構持倉也已經處於新低位置,後市易漲難跌。
鋼鐵股表現亮眼,截止10:46,鞍鋼股份、鐵貨漲超3%,馬鞍山鋼鐵漲近2%,重慶鋼鐵漲超1%。
啤酒股持續走高,截止10:46,華潤啤酒漲超5%,青島啤酒漲超4%,百威亞太漲近2%。
大型科技股普遍反彈,截止10:46,美團漲超3%,嗶哩嗶哩漲超2%,中芯國際、華虹半導體、網易、快手、小米均漲超1%;
百度、騰訊漲幅均不足1%,其中騰訊將於今日公佈業績,多位分析師預計其第二季度淨利潤將下降7.1%,而百度今日首次提出了“汽車機器人”的概念,併發布了 Apollo“汽車機器人”及無人車出行服務平臺“蘿蔔快跑”;
萬國數據則跌超4%,微盟跌近4%,公司遭小摩下調目標價;阿里跌幅不足1%。
恆大概念股走弱,截止10:46,恆大汽車跌超7%,恆大物業跌超4%,恆騰網絡、中國恆大均跌超2%,此前恆大地產董事長由許家印變更爲趙長龍,恆大集團總裁夏海鈞賣出1,000萬股恆大物業股份,以及300萬股恆大汽車股份。
個股方面,截止10:46,小鵬汽車-W高開逾10%,先漲幅縮窄至3%,中信稱看好小鵬汽車率先拿到高級別自動駕駛的入場券;萬洲國際跌超9%,萬洪建深夜發文炮轟萬隆,爆料違規關聯交易。
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