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小智港股覆盤 | 1月12日

今日,港股三大指數集體上漲。截止收盤,恆生指數大漲2.79%,報24402點。國企指數大漲2.91%,報8612點。恆生科技指數大漲4.99%,報5899點。市場約1072只個股上漲,668只個股下跌。成交額突破1536.02億港幣,和昨天同期相比增長18.5%。南下資金淨流入52.9億港幣。

領跌板塊

盤面上,菸草板塊全線走強。思摩爾國際漲超8%。思摩爾國際附屬購買2筆中國銀行結構性存款,合計人民幣30億元。

板塊行情

汽車板塊暴漲。小鵬汽車-W、廣汽集團等多股漲超9%;理想汽車-W漲超8%;比亞迪股份漲超7%;長城汽車漲超5%。小鵬汽車-W宣佈P7全系加價4,300至5,900人幣;瑞銀引述廣汽料今年產銷增長逾15%,估與本田及豐田合營將加快電動車貢獻;安信國際:維持比亞迪股份“買入”評級,目標價340港元;大和降長汽目標價至40元,評級「買入」。

板塊行情

電商板塊全線走強。京東集團-SW漲超10%;美團-W漲超9%;貓眼娛樂漲超7%;阿裏巴巴-SW、攜程集團-S等多股漲超5%。野村下調京東目標價至348元,評級「買入」。

板塊行情

建築建材板塊多數下跌。中國聯塑跌超5%;佳辰控股跌超3%;世界(集團)跌超1%。中國聯塑九連升曾高見16.2元創四個月高,花旗仍看19元。

板塊行情

居家用品板塊走低。朝雲集團跌超5%;藍月亮集團跌超2%;維達國際跌超1%

板塊行情

造紙林業板塊走弱。信保環球控股跌超3%;玖龍紙業、理文造紙等多股跌超1%

板塊行情

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