小智港股覆盤 | 3月11日
今日，港股三大指數集體下跌。截止收盤，恆生指數跌1.61%，報20553點。國企指數大跌2.69%，報7060點。恆生科技指數大跌4.28%，報4246點。市場約478只個股上漲，1280只個股下跌。成交額突破1906.92億港幣，和昨天同期相比增長30.39%。南下資金淨流入38.18億港幣。
盤面上，食品零售板塊走高。亞洲雜貨漲超13%；麥迪森控股漲超11%；高鑫零售漲超4%；利特米漲超3%；力寶華潤漲超2%。高鑫零售附屬授出最高額1億元的貸款融資。
海運板塊跟隨走強。太平洋航運漲超5%；東方海外國際漲超4%；金輝集團漲超3%；中遠海控、潤利海事等多股漲超2%。大和上調太平洋航運目標價至4.75元，評級「買入」；深港通下港股通納入雲音樂東方海外國際等，剔出恆隆集團等；金輝集團附屬擬1390萬美元出售一艘船舶。
公路鐵路板塊活躍。進智公共交通漲超3%；載通漲超2%；春能控股、廣深鐵路股份、港鐵公司等多股漲超1%。
電商板塊暴跌。寶尊電商-SW、京東集團-SW等多股跌超11%；攜程集團-S跌超9%；同程旅行跌超8%；美團-W跌超6%。寶尊電商-SW2021年度總淨營收同比增加6.15%至93.96億元；京東活躍用戶達5.697億，2021年收入增27.6%至人民幣9516億元；攜程：混合辦公制開放申請首周，男性申請者佔51%；大摩下調同程旅行目標價至18元，評級「增持」。
信息技術板塊全線走低。萬國數據-SW跌超13%；遠見控股跌超9%；東方支付集團控股跌超5%；新紐科技、雲智匯科技等多股跌超4%。萬國數據-SW擬3月18日舉行董事會會議審批第四季度及全年業績。
電力板塊全線走低。金茂服務跌超12%；中廣核新能源跌超10%；華潤電力跌超8%；中國電力、協鑫新能源等多股跌超6%。金茂服務上限每股8.14元定價，一手中籤率81.41%；中廣核新能源擬3月22日舉行董事會會議，審覈年度業績；華潤電力將參與瀋陽盛京能源及其他11家公司的供熱業務重整；中國電力擬出資4900萬元成立合資公司，大力拓展新能源業務；協鑫新能源：以現金形式收購GCLNE，10，01/30/24，面值不超過5340萬元美元。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
