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小智港股覆盤 | 3月2日

今日,港股三大指數集體下跌。截止收盤,恆生指數跌1.84%,報22343點。國企指數跌1.8%,報7908點。恆生科技指數大跌2.71%,報5015點。市場約470只個股上漲,1321只個股下跌。成交額突破1146.44億港幣,和昨天同期相比下跌0.28%。南下資金淨流入23.35億港幣。

領跌板塊

盤面上,石油天然氣板塊集體拉昇。兗煤澳大利亞漲超48%;PERSTA漲超19%;聯合能源集團漲超14%;長盈集團(控股)漲超11%;新海能源漲超7%。兗煤澳大利亞去年稅後溢利轉正爲8.6億澳元,末期息0.5澳元特別息0.204澳元;擬派特別股息,聯合能源集團(0467.HK)反彈近8%。

板塊行情

能源設備板塊活躍。海隆控股漲超5%;巨濤海洋石油服務、百勤油服等多股漲超3%;中海油田服務、安東油田服務等多股漲超2%

板塊行情

汽車零配件板塊全線走低。天瑞汽車內飾跌超13%;信義玻璃跌超10%;五菱汽車、元徵科技等多股跌超6%;中國汽車內飾跌超5%。花旗下調信義玻璃目標價至33.8元,維持「買入」評級;五菱汽車預期去年淨虧損同比擴大至3000萬元。

板塊行情

電子板塊暴跌。瑞遠智控跌超22%;昇華蘭德跌超13%;融科控股跌超12%;舜宇光學科技跌超8%;鴻騰精密跌超7%。大摩下調舜宇目標價至200元,業績前看好大立光;發盈喜,鴻騰精密(6088.HK)高開7%。

板塊行情

商業服務板塊多數下跌。東駿控股跌超11%;偉鴻集團控股跌超9%;碧桂園服務、旭輝永升服務等多股跌超6%;新華通訊頻媒跌超5%

板塊行情

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