小智港股覆盤 | 10月26日
今日，港股三大指數集體下跌。截止收盤，恆生指數跌0.36%，報26038點。國企指數跌0.67%，報9259點。恆生科技指數跌1.34%，報6654點。市場約627只個股上漲，1104只個股下跌。成交額突破1139.89億港幣，和昨天同期相比增長2.49%。南下資金淨流出20.39億港幣。
盤面上，飲料板塊表現強勁。青島啤酒股份漲超7%；王朝酒業漲超6%；華潤啤酒漲超5%；高銀金融漲超4%；百威亞太漲超3%。大摩相信潤啤未來60天股價將上升，料行業潛在加價成催化劑；百威亞太10月27日舉行董事會委員會會議審批首三季業績。
汽車板塊大漲靠前。小鵬汽車-W漲超8%；理想汽車-W漲超5%；雅迪控股漲超3%；比亞迪股份、慶鈴汽車股份等多股漲超2%。小鵬汽車：即將推出「智駕分」，料2025年新能源汽車滲透率達50%。
機械製造板塊活躍。億和控股漲超40%；華章科技漲超20%；嘉瑞國際漲超16%；力勁科技漲超8%；彭順國際漲超3%。億和控股升約16%，Q3起直接供貨特斯拉。
互聯網醫療板塊全線走低。阿裏健康跌超10%；平安好醫生跌超6%；中智全球跌超4%。阿裏健康低開逾3%，預計中期由盈轉虧不超3.2億元；平安好醫生深化戰略2.0：一場互聯網醫療的盈利模式升級。
醫療服務板塊跌幅居前。REPUBLIC HC、雲能國際等多股跌超8%；諾輝健康-B跌超7%；恆大汽車跌超6%；瑞慈醫療跌超5%。諾輝健康-B獲美國資本集團增持165.9萬股；威華達：上月出售恆大汽車股份後料確認虧損約32.01億元。
娛樂板塊走低。豐德麗控股跌超18%；中國創意數碼跌超11%；比高集團跌超8%；邵氏兄弟控股、SDM GROUP等多股跌超5%。豐德麗控股年度淨虧損大幅收窄95.91%至3.51億港元；SDM Group零折讓配股淨籌768萬元，作一般開支。
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