小智港股覆盤 | 1月6日
今日,港股三大指數集體上漲。截止收盤,恆生指數漲0.72%,報23072點。國企指數漲0.66%,報8068點。恆生科技指數漲1.37%,報5396點。市場約649只個股上漲,1103只個股下跌。成交額突破1345.09億港幣,和昨天同期相比下跌13.39%。南下資金淨流入22.99億港幣。

盤面上,電商板塊集體拉昇。阿裏巴巴-SW漲超5%;京東集團-SW漲超4%;新維國際控股、美團-W等多股漲超3%。阿裏巴巴-SW反彈5%,芒格上季度大幅加倉,華泰維持公司“買入”評級;富瑞:科網股回調後提供切入點,首選騰訊及京東集團-SW等;新維國際控股獲主要股東駱韋名增持24.8萬股。

建築建材板塊大漲靠前。中國宏光漲超9%;中國聯塑漲超5%;佳辰控股、捷心隆等多股漲超2%。中國聯塑升近9%,基建有望迎“開門紅”,公司毛利率料保持韌性。

建築材料板塊漲幅較前。陸氏集團(越南)漲超6%;中國建材漲超5%;華潤水泥控股漲超4%;智欣集團控股漲超3%;海螺水泥漲超2%。

電力板塊多數下跌。華潤電力跌超7%;協鑫新能源跌超6%;江山控股、中國再生能源投資、信義能源等多股跌超4%。華潤電力擬將旗下可再生能源部門進行香港IPO,籌資20億美元。

生物科技板塊跌幅居前。百濟神州跌超7%;君實生物、再鼎醫藥-SB等多股跌超6%;聯康生物科技集團、歌禮制藥-B等多股跌超3%。百濟神州抗PD-1抗體獲批第6項適應症;君實生物口服小分子藥物VV116獲烏茲別克新冠治療緊急使用授權;聯康生物科技斥490萬人幣拓醫療美容材料業務;歌禮制藥-B12月31日耗資3.11萬港元回購1萬股。

品牌零售板塊跌幅較前。美東汽車跌超15%;時富投資跌超12%;拉夏貝爾跌超11%;華億金控跌超8%;周大福跌超7%。美東汽車擬發行27.5億港元可換股債及先舊後新配售2250萬股;拉夏貝爾子公司拉夏太倉5%股權司法拍賣被取消。

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