小智港股覆盤 | 3月8日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌1.39%,報20765點。國企指數大跌2.36%,報7237點。恆生科技指數大跌3.21%,報4382點。市場約409只個股上漲,1366只個股下跌。成交額突破1707.7億港幣,和昨天同期相比下跌3.84%。南下資金淨流入18.84億港幣。

盤面上,電力板塊活躍。港燈-SS、長江基建集團、信陽毛尖等多股漲超1%。

公路鐵路板塊活躍。港鐵公司漲超1%。

菸草板塊暴跌。思摩爾國際跌超11%。中信證券:維持思摩爾國際“買入”評級,目標價下調30.4%至39港元。

汽車板塊全線走低。小鵬汽車-W跌超12%;比亞迪股份跌超9%;理想汽車-W、吉利汽車等多股跌超7%;雅迪控股跌超5%。小鵬汽車-W3月28日舉行董事會會議審批年度業績;中汽協:2月上汽集團(600104.SH)銷量達32.2萬輛居榜首,比亞迪銷量同比增加335.22%;國盛證券:首予理想汽車-W“買入”評級,目標價171港元;吉利汽車2月銷量按月減48%,受累ESP芯片供應、春節假期;雅迪控股預告去年純利增長不少於40%。

造紙林業板塊暴跌。理文造紙跌超14%;鴻偉亞洲跌超5%;晨鳴紙業、玖龍紙業等多股跌超4%。理文造紙2021年股東應佔溢利同比減少11.38%約至31.23億港元,末期息每股0.11港元;鴻偉亞洲完成發行270萬股新合併股份。

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