小智港股覆盤 | 10月11日
今日,港股三大指數集體上漲。截止收盤,恆生指數漲1.96%,報25325點。國企指數大漲2.55%,報8999點。恆生科技指數大漲3.17%,報6403點。市場約855只個股上漲,874只個股下跌。成交額突破1629.28億港幣,和昨天同期相比下跌0.26%。南下資金淨流入20.87億港幣。
盤面上,電商板塊暴漲。京東健康、美團-W等多股漲超8%;阿裏巴巴-SW漲超7%;京東集團-SW、寶尊電商-SW等多股漲超5%。國泰君安維持美團增持評級,目標價續看383.73港元;中信證券下調阿裏目標價至238港元,維持“買入”評級。
娛樂板塊集體上漲。博雅互動、比高集團、心動公司等多股漲超9%;飛魚科技漲超5%;嗶哩嗶哩-SW漲超4%。騰訊旗下企鵝電競與嗶哩嗶哩直播建賽事內容生態。
化學制品板塊集體下挫。東嶽集團跌超14%;理文化工跌超7%;保寶龍科技、中海石油化學等多股跌超6%;聯洋智能控股跌超5%。瑞信削東嶽集團目標價至28港元,料有機硅業務盈利前景趨弱。
電力板塊跌幅較前。普星能量跌超10%;中廣核新能源跌超9%;龍源電力跌超8%;中國電力、協合新能源等多股跌超4%。普星能量將容量電價調整至每年每千瓦394.8元;中廣核新能源(1811.HK)升超8%再度破頂,市值達375億港元;麥格裏上調龍源電力目標價至24元,評級「跑贏大市」;協合新能源附屬訂立融資租賃,涉3.5億人幣。
水務板塊走低。中國水務跌超9%;上海實業環境、環球實業科技等多股跌超8%;康達環保跌超6%;中國光大水務跌超4%。
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