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小智港股覆盤 | 9月29日

今日,港股三大指數漲跌互現。截止收盤,恆生指數漲0.67%,報24663點。國企指數漲0.46%,報8760點。恆生科技指數跌0.84%,報6179點。市場約698只個股上漲,997只個股下跌。成交額突破1235.28億港幣,和昨天同期相比下跌16.24%。

盤面上,醫療服務板塊走強。恆大汽車漲超44%;康華醫療漲超5%;德斯控股、大健康國際等多股漲超2%;華檢醫療漲超1%

銀行板塊走高。渤海銀行漲超8%;徽商銀行、晉商銀行、郵儲銀行等多股漲超4%;招商銀行漲超3%。渤海銀行定向增發12.4億股H股股份獲批;摩通升郵儲銀行目標價至6.3元,評級「增持」;小摩增持招商銀行約911.57萬股,每股作價約57.02港元。

造紙林業板塊全線走低。寶沙發展、理文造紙等多股跌超9%;玖龍紙業跌超6%;晨鳴紙業跌超4%。裏昂微升玖龍紙業目標價0.9%至10.9港元,維持“跑輸大市”評級;晨鳴紙業爲壽光美倫融資業務提供不超過2億元擔保。

海運板塊集體下挫。太平洋航運跌超6%;東方海外國際、勇利投資等多股跌超5%;亞洲能源物流跌超4%;海豐國際跌超3%。摩通下調中遠海控及東方海外目標價,評級「增持」。

電力板塊集體下挫。中國電力跌超7%;華潤電力跌超6%;中廣核電力、華能國際電力股份等多股跌超5%;龍源電力跌超3%。匯豐研究重申中國電力“買入”評級,長城汽車獲大摩看高至45港元;交銀予中國電力、華潤電力買入評級,料將受益於國內綠電需求擴大;花旗:看好龍源電力、中廣核電力等;國元國際予華能國際“買入”評級,福萊特玻璃獲花旗看至42港元;龍源電力被新加坡政府投資有限公司減持74.3萬股。

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