小智港股覆盤 | 10月4日
今日，港股三大指數集體下跌。截止收盤，恆生指數大跌2.19%，報24036點。國企指數大跌2.35%，報8521點。恆生科技指數大跌2.09%，報5973點。市場約645只個股上漲，1101只個股下跌。成交額突破1132.92億港幣，和昨天同期相比下跌1.59%。
盤面上，航空板塊暴漲。中國東方航空股份、國泰航空、中國國航等多股漲超5%；中國南方航空股份漲超4%。中國東方航空股份：擬出資1.395億元對東航食品進行增資；中國南方航空股份公司債券“南航轉債”將於10月15日付息。
醫療服務板塊漲幅較前。恆大汽車漲超29%；恆智控股漲超6%；興科蓉醫藥漲超5%；中國先鋒醫藥漲超3%；中國生物科技服務漲超2%。恆大汽車急升逾12%，合生創展擬收購恆大物業約51%股份，交易金額或超400億港元；興科蓉醫藥完成1.69億股配售。
居家用品板塊活躍。維達國際、藍月亮集團等多股漲超2%；凱富善集團控股漲超-4%；朝雲集團漲超-5%。
CRO板塊暴跌。藥明生物跌超8%；維亞生物、中國醫療集團等多股跌超5%；金斯瑞生物科技跌超3%；方達控股跌超2%。維亞生物9月27日耗資1986.1萬港元回購332萬股。
海運板塊暴跌。東方海外國際跌超10%；中遠海控跌超8%；太平洋航運跌超6%；潤利海事跌超1%。摩通下調中遠海控及東方海外目標價，評級「增持」；花旗重申中遠海控“買入”評級，崑崙能源獲瑞銀看至8.75港元；太平洋航運獲大摩看至5.68港元，裏昂將碧桂園服務列爲行業首選。
生物科技板塊暴跌。開拓藥業-B跌超25%；騰盛博藥-Ｂ跌超24%；嘉和生物-B跌超19%；諾誠健華-B跌超16%；復宏漢霖跌超7%。開拓藥業-B授出200.822萬個受限制股份單位；騰盛博藥-B9月29日註銷19.94萬股已回購股份；嘉和生物-B尾盤飆升近12% GB491的III期臨牀試驗於中國完成首例患者入組；瑞銀下調復宏漢霖目標價至38.2元，評級「買入」。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
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