小智港股覆盤 | 12月28日
今日,港股三大指數漲跌互現。截止收盤,恆生指數漲0.24%,報23280點。國企指數跌0.09%,報8194點。恆生科技指數跌0.89%,報5569點。市場約842只個股上漲,920只個股下跌。成交額突破997.41億港幣,和昨天同期相比增長92.84%。南下資金淨流出17.11億港幣。

盤面上,食品零售板塊全線走強。麥迪森控股漲超34%;亞洲雜貨漲超10%;高鑫零售漲超8%;賓仕國際、領智金融等多股漲超7%。

醫療服務板塊跟隨走強。恆大汽車漲超17%;萬嘉集團漲超10%;聯合醫務漲超7%;上海醫藥、新世紀醫療等多股漲超4%。聯合醫務擬2200萬港元出售聯合醫務中國55%股權,聚焦核心業務。

海運板塊走高。東方海外國際、中遠海控等多股漲超3%;永豐集團控股漲超2%。中遠海控回升3%,獲中遠海運集團累計增持公司6248.7萬股H股。

電力板塊多數下跌。江山控股跌超11%;華能國際電力股份、華電國際電力股份等多股跌超8%;華潤電力跌超7%;大唐發電跌超6%。華能國際電力股份9.9億元閒置募集資金暫時補充流動資金歸還;北水成交淨買入3.27億,華潤電力、中國電力均獲超2億港元加倉;大唐發電遭股東北京能源集團集中競價累計減持約1.5億股。

生物科技板塊多數下跌。開拓藥業-B跌超70%;藥明巨諾-B跌超16%;基石藥業-B、科濟藥業-B等多股跌超11%;康方生物-B跌超8%。藥明巨諾-B回調15%,多款細胞療法產品正進行臨牀實驗;高盛:維持基石藥業-B“買入”評級,目標價18港元;康方生物就受限制股份單位計劃買入52萬股。

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