小智港股覆盤 | 2月18日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌1.88%,報24327點。國企指數跌1.99%,報8537點。恆生科技指數大跌3.22%,報5479點。市場約688只個股上漲,947只個股下跌。成交額突破1262.18億港幣,和昨天同期相比增長20.67%。南下資金淨流出31.49億港幣。

盤面上,房地產板塊全線走強。裕田中國漲超27%;盛源控股漲超17%;海藍控股漲超14%;CWT INT'L漲超12%;西王置業漲超10%;中亞烯谷集團、新源萬恆控股、實力建業等多股漲超7%;興合控股漲超6%;德利機械、鼎立資本、明樑控股等多股漲超5%;RAFFAELLOASTRUM、寶積資本等多股漲超4%。CWT INT'L預期年度除稅後溢利將不少於2.5億港元,同比增加約200%;實力建業將於2月25日舉行董事會會議以審批中期業績;核心經濟投資1月末每股綜合資產淨值0.0822港元;興和控股預期年度純利同比增幅180%-190%;鼎立資本1月末每股綜合資產淨值0.043港元。

房地產板塊暴漲。裕田中國漲超27%;盛源控股漲超17%;海藍控股漲超14%;CWT INT'L漲超12%;西王置業漲超10%;中亞烯谷集團、新源萬恆控股、實力建業等多股漲超7%;興合控股漲超6%;德利機械、鼎立資本、明樑控股等多股漲超5%;RAFFAELLOASTRUM、寶積資本等多股漲超4%。CWT INT'L預期年度除稅後溢利將不少於2.5億港元,同比增加約200%;實力建業將於2月25日舉行董事會會議以審批中期業績;核心經濟投資1月末每股綜合資產淨值0.0822港元;興和控股預期年度純利同比增幅180%-190%;鼎立資本1月末每股綜合資產淨值0.043港元。

房地產板塊全線走強。裕田中國漲超27%;盛源控股漲超17%;海藍控股漲超14%;CWT INT'L漲超12%;西王置業漲超10%;中亞烯谷集團、新源萬恆控股、實力建業等多股漲超7%;興合控股漲超6%;德利機械、鼎立資本、明樑控股等多股漲超5%;RAFFAELLOASTRUM、寶積資本等多股漲超4%。CWT INT'L預期年度除稅後溢利將不少於2.5億港元,同比增加約200%;實力建業將於2月25日舉行董事會會議以審批中期業績;核心經濟投資1月末每股綜合資產淨值0.0822港元;興和控股預期年度純利同比增幅180%-190%;鼎立資本1月末每股綜合資產淨值0.043港元。

電商板塊全線走低。美團-W跌超14%;阿裏巴巴-SW、京東集團-SW等多股跌超2%;中國儒意、京東健康等多股跌超1%。交銀國際削美團-W目標價9.5%至324港元,維持“買入”評級。

生物科技板塊跌幅居前。百濟神州跌超7%;榮昌生物-B跌超6%;康寧傑瑞製藥-B跌超5%;亞盛醫藥-B、康方生物-B等多股跌超4%。中金再次覆蓋百濟神州予「跑贏行業」評級,目標價282元;部分患者ORR達100%,榮昌生物-B公佈ADC維迪西妥單抗最新研究數據;康方生物-B獲Green Court Capital增持259.4萬股。

CRO板塊走低。維亞生物跌超5%;藥明生物跌超3%;中國醫療集團、方達控股、康龍化成等多股跌超2%。維亞生物:VBIOTE,2,1/2,02/11/25轉換價格調整爲每股5.11港元;美國資本集團減持藥明生物約718.21萬股,每股作價約60.71港元。

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