小智港股覆盤 | 1月18日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌0.43%,報24112點。國企指數跌0.18%,報8449點。恆生科技指數跌0.45%,報5698點。市場約875只個股上漲,786只個股下跌。成交額突破1123.15億港幣,和昨天同期相比增長6.62%。南下資金淨流入22.15億港幣。

盤面上,菸草板塊走高。思摩爾國際漲超2%。

電力板塊跟隨走強。華能國際電力股份、中國電力等多股漲超5%;華潤電力、大唐新能源等多股漲超4%;中廣核新能源漲超3%。電力股反彈,華能國際電力升8%,機構相信今年火電業績料迎來上行;中國電力完成吊裝新疆哈密地區5兆瓦風電機組;花旗:重申華潤電力“買入”評級,目標價調高30%至26港元;交銀國際升大唐新能源目標價43.3%至3.44港元,維持“中性”評級。

服裝紡織板塊走高。海納星空科技漲超22%;樺欣控股漲超19%;勵時集團、維珍妮等多股漲超10%;民信國際控股漲超7%。

互聯網板塊走低。騰訊控股、同道獵聘、兌吧等多股跌超2%;快手-W跌超1%。

休閒用品板塊走弱。合寶豐年跌超15%;興利集團跌超7%;開達集團跌超4%;瀛晟科學、好孩子國際等多股跌超2%。合寶豐年主席兼控股股東減持逾1億股。

製藥板塊走弱。康臣藥業跌超6%;康希諾生物-B跌超5%;雅各臣科研製藥、山東新華製藥股份、壽康集團等多股跌超4%。美國資本集團增持康希諾生物-B47.58萬股,每股作價約161.81港元;雅各臣科研製藥獲Queenshill Development Limited增持10萬股;山東新華製藥股份根據2018年A股股票期權激勵計劃發行516.78萬股。

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