小智港股覆盤 | 2月11日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌0.07%,報24906點。國企指數跌0.06%,報8784點。恆生科技指數跌1.23%,報5597點。市場約662只個股上漲,1062只個股下跌。成交額突破1392.41億港幣,和昨天同期相比增長7.83%。南下資金淨流出3.92億港幣。

盤面上,商業服務板塊走高。金茂源環保漲超22%;信能低碳漲超9%;中國綠地博大綠澤、吉輝控股等多股漲超8%;金涌投資漲超5%。

食品零售板塊跟隨走強。高鑫零售、香港食品投資等多股漲超3%;優品360、CEC INT'L HOLD、聯華超市等多股漲超1%。高鑫零售(6808.HK)反彈逾9%,市值重回300億港元上方。

飲料板塊活躍。百威亞太漲超3%;高銀金融漲超1%。高盛上調百威亞太目標價至24元,評級「買入」。

電氣設備板塊集體下挫。匯聚科技跌超12%;時代電氣跌超11%;濠亮環球跌超8%;金風科技、星凱控股等多股跌超4%。高盛削金風科技目標價5.3%至18港元,維持“中性”評級;星凱控股2月25日舉行董事會會議審批中期業績。

醫療設備板塊多數下跌。微創醫療跌超8%;沛嘉醫療-B、歸創通橋-B、愛康醫療等多股跌超6%;心瑋醫療-B跌超5%。微創醫療:附屬公司微創機器人計劃採納購股權計劃;心瑋醫療-B擬斥資3480萬元入股上海御瓣醫療科技,加強心臟介入佈局,將產品覆蓋面擴大至結構性心臟病治療領域。

生物科技板塊多數下跌。雲頂新耀-B跌超10%;歌禮制藥-B、亞盛醫藥-B等多股跌超8%;康方生物-B、康寧傑瑞製藥-B等多股跌超7%。歌禮制藥-B高開逾7%,自主研發的抗病毒口服藥物ASC10在臨牀試驗中對新冠肺炎的療效可能比莫努匹韋更好;康方生物-B自研NGF單抗(AK115)治療疼痛臨牀試驗獲批;康寧傑瑞製藥-B:KN052及KN046II期臨牀試驗獲國家藥監局兩項IND批準。

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