小智港股覆盤 | 12月13日
今日，港股三大指數集體下跌。截止收盤，恆生指數跌0.17%，報23954點。國企指數跌0.32%，報8551點。恆生科技指數跌0.22%，報6022點。市場約695只個股上漲，994只個股下跌。成交額突破1296.92億港幣，和昨天同期相比增長13.88%。南下資金淨流入33.28億港幣。
盤面上，互聯網醫療板塊漲幅較前。平安好醫生漲超7%；阿裏健康漲超4%；醫脈通漲超1%。廣發證券：維持平安好醫生“買入”評級，目標價51.8港元。
建築材料板塊大漲靠前。中國建材漲超5%；中國天瑞水泥漲超4%；同方康泰、海螺水泥、華潤水泥控股等多股漲超3%。花旗續列中國建材爲行業首選，目標價16.5港元；匯豐研究下調水泥及鋼鐵股目標價，首選海螺水泥及馬鋼。
電力板塊走高。大唐發電漲超6%；華潤電力漲超4%；信義能源、大唐新能源、龍源電力等多股漲超2%。大唐發電獲股東北京能源減持1.025億股；中信建投：看好火電轉型新能源運營標的，上海電力(600021.SH)、華潤電力等。
化學制品板塊全線走低。華寶國際跌超22%；東嶽集團跌超6%；天長集團跌超5%；江蘇創新、中海石油化學等多股跌超3%。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；東嶽集團高開5%，料年度溢利大幅增長。
食品零售板塊多數下跌。麥迪森控股跌超7%；高鑫零售跌超6%；聯華超市、CEC INT'L HOLD等多股跌超3%；展程控股跌超1%。
生物科技板塊跌幅較前。騰盛博藥-B跌超14%；開拓藥業-B跌超8%；康諾亞-B跌超6%；康寧傑瑞製藥-B、再鼎醫藥-SB等多股跌超5%。中金升騰盛博藥-B目標價30%至52元，評級「跑贏行業」；康寧傑瑞製藥-B高開逾4%，此前公佈全球首款PD-L1皮下注射製劑獲批；再鼎醫藥-SB高開逾6%，宣佈則樂®(尼拉帕利)一線維持治療卵巢癌被納入中國國家醫保藥品目錄。
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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