小智港股覆盤 | 3月16日
今日,港股三大指數集體上漲。截止收盤,恆生指數大漲9.08%,報20087點。國企指數大漲12.5%,報6889點。恆生科技指數大漲22.2%,報4243點。市場約1612只個股上漲,340只個股下跌。成交額突破3097.93億港幣,和昨天同期相比增長8.26%。南下資金淨流入78.73億港幣。

盤面上,電商板塊全線走強。京東集團-SW、攜程集團-S等多股漲超35%;京東健康、美團-W等多股漲超32%;阿裏巴巴-SW漲超27%。攜程:直播總場次超過一萬場 GMV突破75億人幣。

互聯網板塊暴漲。快手-W漲超34%;汽車之家-S漲超30%;騰訊控股漲超23%;百度集團-SW漲超20%;天鴿互動漲超14%。交銀國際維持百度集團-SW買入評級,目標價續看195港元。

汽車板塊全線走強。理想汽車-W漲超34%;小鵬汽車-W漲超32%;蔚來-SW漲超29%;比亞迪股份漲超17%;長城汽車漲超15%。汽車股和大市同步走強,理想汽車升近17%;蔚來-SW將於3月24日舉行董事會會議以審批年度業績;比亞迪對王朝網和海洋網等車輛型號上調價格,幅度爲3,000至6,000元人民幣不等;長城汽車反彈逾10%,3月博世ESP短缺有望緩解,坦克500即將交付。

專業服務板塊走弱。萬寶盛華跌超5%;仁德資源跌超3%;中國卓銀跌超2%;思城控股跌超1%。

電力公用事業板塊走低。

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