小智港股覆盤 | 11月1日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌0.88%,報25154點。國企指數跌0.7%,報8899點。恆生科技指數跌1.51%,報6279點。市場約609只個股上漲,1128只個股下跌。成交額突破1350.93億港幣,和昨天同期相比增長6.99%。南下資金淨流出13.41億港幣。

盤面上,消費信貸板塊走高。融衆金融漲超11%;鼎豐集團控股漲超10%;維信金科漲超4%;中國置業投資漲超1%。融衆金融擬1700萬港元收購Ultimate Harvest,51%股權。

電氣設備板塊活躍。時代電氣漲超14%;匯聚科技漲超10%;星凱控股漲超8%;全達電器集團控股漲超5%;東北電氣漲超1%。匯豐研究下調時代電氣目標價至50元,評級「買入」。

半導體板塊活躍。保利協鑫能源漲超81%;瑞鑫國際集團漲超7%;太睿國際控股漲超6%;腦洞科技漲超4%;無縫綠色漲超2%。保利協鑫能源今日復牌高開逾71%,2020年實現收益146.21億元;太睿國際控股:控股股東提供1億元無息貸款。

互聯網醫療板塊全線走低。平安好醫生跌超10%;阿裏健康跌超8%。

CRO板塊暴跌。泰格醫藥跌超9%;方達控股、藥明康德、康龍化成等多股跌超7%;藥明生物跌超5%。泰格醫藥10月27日耗資4982.7萬元回購31.33萬股A股;藥明康德早盤高開4.27%,前三季度歸母淨利同比增長50.41%至35.62億元;康龍化成前三季度淨利潤約10.4億元,同比增長31.81%。

食品零售板塊全線走低。美捷匯控股跌超15%;高鑫零售、麥迪森控股等多股跌超6%;利亞零售、力寶華潤等多股跌超2%。

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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