小智港股覆盤 | 2月15日
今日，港股三大指數集體下跌。截止收盤，恆生指數跌0.82%，報24355點。國企指數跌1.05%，報8528點。恆生科技指數跌0.22%，報5490點。市場約747只個股上漲，915只個股下跌。成交額突破1141.39億港幣，和昨天同期相比增長0.26%。南下資金淨流出15.43億港幣。
盤面上，CRO板塊全線走強。昭衍新藥漲超13%；金斯瑞生物科技、藥明康德等多股漲超12%；藥明生物漲超10%；康龍化成漲超9%。中泰國際：重申昭衍新藥“買入”評級，目標價微降至128.58港元；金斯瑞生物科技:子公司傳奇達成裏程碑事件，獲5000萬美元；藥明康德反彈8%領跑CXO股，券商看好新冠口服藥下CDMO業務；大和：九毛九及友邦取代藥明生物及寧德時代(300750.SZ)爲首選股。
食品零售板塊表現強勁。高鑫零售漲超7%；利特米、英記茶莊集團等多股漲超4%；麥迪森控股(新)漲超3%；香港食品投資漲超1%。高鑫零售(6808.HK)反彈逾9%，市值重回300億港元上方；英記茶莊集團前三季度淨虧損同比減少約32.18%至269.5萬港元；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%。
生物科技板塊漲幅較前。信達生物漲超16%；康方生物-B漲超10%；榮昌生物-B漲超7%；基石藥業-B、聯康生物科技集團等多股漲超5%。大和削信達生物目標價45.8%至26港元，降至“跑輸大市”評級；康方生物-B獲Green Court Capital增持259.4萬股；同類首創！國內首個IDH1抑制劑拓舒沃®（艾伏尼布片）獲批，基石藥業-B發力白血病精準治療。
居家用品板塊多數下跌。藍月亮集團跌超6%；維達國際、雷士國際等多股跌超1%。
銀行板塊走低。郵儲銀行、中銀香港等多股跌超4%；建設銀行、農業銀行、中國銀行等多股跌超2%。大和：銀行股首選郵儲銀行、建設銀行；中銀香港投入500億元信貸資源爲客戶提供週轉。
石油天然氣板塊走低。中國秦發跌超13%；延長石油國際跌超8%；IDG能源投資、中國油氣控股、中煤能源等多股跌超4%。ＩＤＧ能源投資獲Snow Lake Capital (HK) Limited增持1000萬股；中國油氣飆1.6倍成交活躍，國資委有意洽購新股或CB可能觸及全面要約；中煤能源1月商品煤產量1055萬噸，同比增長2.4%。
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