小智港股覆盤 | 2月24日
今日,港股三大指數集體下跌。截止收盤,恆生指數大跌3.21%,報22901點。國企指數大跌3.44%,報8030點。恆生科技指數大跌4.33%,報5069點。市場約250只個股上漲,1580只個股下跌。成交額突破1769.57億港幣,和昨天同期相比增長53.89%。南下資金淨流入9.94億港幣。

盤面上,能源設備板塊活躍。山東墨龍漲超12%;百勤油服漲超3%;中海油田服務漲超2%;宏華集團、華油能源等多股漲超1%。

石油、天然氣與消費用燃料板塊走高。

生物科技板塊全線走低。再鼎醫藥-SB跌超15%;永泰生物-B跌超9%;聯康生物科技集團、諾誠健華-B、邁博藥業-B等多股跌超8%。BAILLIE GIFFORD&CO增持再鼎醫藥-SB15.445萬股,每股作價約408.37港元;諾誠健華預期年度虧損收窄至不超1億元。

電商板塊暴跌。京東健康、阿裏巴巴-SW、科通芯城等多股跌超6%;貓眼娛樂跌超5%。美銀證券下調京東健康目標價至80元,評級「買入」;摩通下調貓眼娛樂目標價至11.5元,評級「增持」。

汽車板塊全線走低。小鵬汽車-W跌超7%;理想汽車-W跌超6%;雅迪控股、長城汽車等多股跌超5%;吉利汽車跌超4%。小鵬:零部件供應緊張 P5部分車款延遲交付;長城汽車擬回購註銷限制性股票,共計19.837萬股。

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