小智港股覆盤 | 2月10日
今日,港股三大指數集體上漲。截止收盤,恆生指數漲0.38%,報24924點。國企指數漲0.76%,報8789點。恆生科技指數漲0.56%,報5666點。市場約1039只個股上漲,686只個股下跌。成交額突破1291.3億港幣,和昨天同期相比下跌8.26%。南下資金淨流出5973.2萬港幣。

盤面上,信息技術板塊集體拉昇。南大蘇富特漲超12%;萬國數據-SW漲超11%;FUTURE DATA漲超9%;中國民航信息網絡漲超4%;東方支付集團控股漲超3%。裏昂降中航信評級至「跑輸大市」,下調目標價至15.2元;中國支付通:美雅擬出售最多3.25億股股東方支付股份,淨籌2420萬港元。

建築建材板塊表現強勁。中國宏光、中國聯塑、遠大中國等多股漲超5%;中國建築興業漲超4%;佳辰控股漲超3%。

食品零售板塊集體拉昇。美捷匯控股漲超13%;克莉絲汀漲超11%;麥迪森控股(新)漲超8%;高鑫零售漲超5%;利特米漲超4%。麥迪森控股前三季度持續經營業務收益約1.03億港元,同比增加32.3%;高鑫零售(6808.HK)反彈逾9%,市值重回300億港元上方。

CRO板塊跌幅居前。藥明生物跌超5%;康龍化成、昭衍新藥、泰格醫藥等多股跌超1%。大和降藥明生物評級至「跑贏大市」,目標價削至75元。

無線電信板塊走低。中國移動跌超2%。

海運板塊走弱。象興國際跌超10%;東方海外國際跌超4%;榮豐億控股跌超1%。摩通升中遠海控及東方海外目標價,今年行業盈利料更上層樓。

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。
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