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小智港股覆盤 | 12月9日

今日,港股三大指數集體上漲。截止收盤,恆生指數漲1.08%,報24254點。國企指數漲1.58%,報8657點。恆生科技指數大漲2.23%,報6103點。市場約1115只個股上漲,555只個股下跌。成交額突破1251.81億港幣,和昨天同期相比增長7.81%。南下資金淨流入21.83億港幣。

領跌板塊

盤面上,建築建材板塊全線走強。中國聯塑漲超12%;洛陽玻璃股份漲超8%;中國玻璃、佳辰控股等多股漲超4%。中國聯塑升近9%,原材料價格四季度以來持續走低,PVC期價回落超30%;洛陽玻璃股份獲摩根大通增持89.38萬股;中金:水泥、玻璃板塊將迎估值修復機會,建議關注中國玻璃、海螺水泥等。

板塊行情

電力板塊暴漲。華電國際電力股份漲超11%;中廣核新能源、龍源電力等多股漲超9%;中國電力、華能國際電力股份等多股漲超8%。安信國際:首予中廣核新能源“買入”評級,目標價7.42港元;龍源電力完成發行29.9億元綠色中期票據;中國電力全日獲市場資金淨流入3.82億元,騰訊控股淨流出5.73億元。

板塊行情

綜合消費服務板塊全線走強。思考樂教育漲超31%;新東方在線漲超14%;新東方-S漲超13%;中彙集團、希望教育等多股漲超10%。思考樂教育預期於12月31日前後派發特別現金股息每股0.15港元;大摩降新高教評級至「與大市同步」,上調希望教育目標價至1.6元。

板塊行情

化學制品板塊走低。華寶國際跌超8%;阜豐集團、雋泰控股等多股跌超5%;星謙發展跌超2%;東嶽集團跌超1%。華寶國際低開近9%,擬折讓11.9%配售1.22億股,籌資約21.8億港元。

板塊行情

電力公用事業板塊走低

板塊行情

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