小智港股覆盤 | 10月25日
今日，港股三大指數漲跌互現。截止收盤，恆生指數漲0.02%，報26132點。國企指數跌0.37%，報9322點。恆生科技指數跌0.14%，報6744點。市場約697只個股上漲，957只個股下跌。成交額突破1112.19億港幣，和昨天同期相比下跌10.55%。南下資金淨流入32.09億港幣。
盤面上，電力板塊漲幅較前。龍源電力漲超8%；中廣核新能源漲超5%；華潤電力漲超4%；中國電力、中廣核電力等多股漲超3%。龍源電力完成發行20億元超短期融資券，票面利率爲2.47%；中廣核新能源高位反彈超10%，風電成盈利中堅板塊；大和降潤電評級至「跑贏大市」，目標價下調至21元；中國電力：到2023年底清潔能源裝機佔比將逾70%；花旗：看好龍源電力及中廣核電力，成本穩定及受惠市場化電價。
化學制品板塊大漲靠前。東嶽集團漲超8%；泰達生物漲超6%；中海石油化學、中國三江化工、理文化工等多股漲超4%。東嶽集團附屬前九個月淨利潤7.78億元；中海石油化學認購4億元結構性存款產品。
CRO板塊跟隨走強。中國醫療集團漲超6%；藥明生物漲超3%；金斯瑞生物科技漲超2%；泰格醫藥、昭衍新藥等多股漲超1%。
居家用品板塊跌幅居前。維達國際跌超5%；朝雲集團、藍月亮集團等多股跌超1%。美銀證券降維達評級至「跑輸大市」，目標價下調至19元。
餐飲酒店板塊走低。龍皇集團跌超19%；海底撈跌超9%；九毛九跌超8%；加達控股、K2 F&B等多股跌超7%。瑞銀：料末季內陸餐廳到店復甦趨勢不確定，降海底撈(6862.HK)及呷哺呷哺(0520.HK)目標價。
航空板塊走低。中國東方航空股份跌超3%；中國南方航空股份、國泰航空、中國國航等多股跌超2%。東航股東均瑤集團重新質押1.76億股A股。
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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