小智港股覆盤 | 12月15日
今日，港股三大指數集體下跌。截止收盤，恆生指數跌0.91%，報23420點。國企指數跌0.9%，報8342點。恆生科技指數跌1.52%，報5795點。市場約654只個股上漲，1035只個股下跌。成交額突破1277.42億港幣，和昨天同期相比增長6.46%。南下資金淨流入34.75億港幣。
盤面上，化學制品板塊漲幅較前。華寶國際漲超11%；星謙發展漲超5%；中國心連心化肥漲超4%；環球新材國際漲超3%；東嶽集團漲超2%。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；安信國際予環球新材國際買入評級，目標價9.6港元。
電力板塊跟隨走強。華電國際電力股份漲超8%；大唐發電、協合新能源等多股漲超6%；華能國際電力股份漲超5%；華潤電力漲超4%。大唐發電獲股東北京能源減持1.025億股；協合新能源訂立融資租賃協議，涉資2.6億人幣；華能國際電力股份完成發行30億元超短期融資券；華潤電力升超5%，11月份全國發電兩年平均增長3.5%，中信相信火電明年將恢復盈利。
CRO板塊暴跌。藥明生物、藥明康德等多股跌超19%；昭衍新藥跌超16%；康龍化成跌超15%；金斯瑞生物科技跌超11%。小摩增持藥明康德約89.01萬股，每股作價約164.73港元；昭衍新藥斥5000萬美元購買JOINN Biologics Inc.，4411.6萬股B+輪優先股；FMR LLC減持康龍化成50.16萬股，每股作價約145.37港元；金斯瑞生物科技：傳奇生物擬公開發售3億美元美國存託股份。
生物科技板塊全線走低。榮昌生物-B跌超17%；諾誠健華-B、藥明巨諾-B等多股跌超11%；君實生物跌超10%；信達生物跌超9%。藥明巨諾-B：在第63屆美國血液學會年會上公佈倍諾達®，(瑞基奧侖賽注射液)的主要臨牀效果；君實生物(01877.HK/688180.SH)：創新構築價值內核，打開長期價值空間；招銀予信達生物、百濟神州爲生物科技板塊首選股份。
信息技術板塊跌幅居前。萬國數據-SW跌超8%；ITE HOLDINGS跌超6%；飛思達科技、思博系統、移卡等多股跌超3%。萬國數據-SW拉昇超7%，數據中心碳達峯實施方案出爐，鼓勵發展製冷技術。
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。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
